Do accountants need to be tech experts?
Accountants are some of the smartest, sharpest professionals we know.
You’re across the numbers, tuned into strategy, and trusted with decisions that shape businesses. But when it comes to tech, even the best advisors can feel a bit... out of their lane.
App advisory can feel intimidating — like you’re expected to be part accountant, part IT wizard. The good news is you don’t need to be a tech expert. You just need to lead the conversation. Modern advisory is about helping clients make better decisions — and that starts with asking the right questions:
1. “Can you clearly explain how your business actually works?”
→ If they can’t describe their own process, no tool will fix it.
2. “What systems are you using now – and what are they really doing for you?”
→ You need to know what’s in play and whether it’s pulling its weight.
3. “What’s frustrating you lately?”
→ Pain points are where your best wins usually hide.
4. “Is your team ready for change – or already change-fatigued?”
→ Tech success depends more on mindset than software specs.
These aren’t software questions. They’re leadership questions.
And asking them might just be the smartest tech move you ever make.
