Meet our TechStack: Strategic Tools & Partners
What is a TechStack?
A TechStack is the profile of carefully curated software, tools, and resources that help us deliver the highest level of service to our client base. At Beyond Your Books, our full-service remote bookkeeping and accounting firm relies on a well-rounded TechStack to streamline operations, communicate efficiently, ensure accuracy, and deliver high-impact financial insights to small business owners.
In this series, we’ve highlighted the Basics of Accounting, HR / AR / AP and now we take a look at our Strategic Partners and Advanced Reporting tools.
How Our Extraordinary Bookkeepers Use These:
We don’t just subscribe to software—we integrate it deeply into our daily workflows to ensure you experience less stress, clearer reporting, and more time to focus on what you do best. From setting up your accounts to delivering expert analysis, we harness each platform’s strengths for your success.
Relay Bank
Relay is a fully-online business banking platform that allows small business owners to open up to 20 checking accounts — free of charge. With features like virtual and physical Visa debit cards, interest-bearing savings, and FDIC-backed protection via Thread Bank, Relay simplifies cash flow management.
How Our Extraordinary Bookkeepers Use Relay:
We help you set up your Relay accounts to align with your Profit First strategy. Once connected, we monitor transfers, reconcile accounts, and ensure everything stays in sync with your cash flow needs. We love that it’s user-friendly and perfect for visualizing the health of your business in real time.
Profit First App
Built for Profit First users, this all-in-one app includes dashboards, goal tracking, AI-backed financial assessments, and more. It’s designed to help business owners implement the Profit First method with clarity and confidence.
How Our Extraordinary Bookkeepers Use the Profit First App:
If you're working with a Profit First Professional at BYB, we’ll use the app in collaboration with you—tracking goals, customizing your allocations, and reviewing your progress. The app helps us support you with tailored insights and ongoing strategy.
Watch a video from Mike Michalowicz
Purchase here for exclusive access! Visit ProfitFirstApp.com for more info.
Reach Reporting
Reach Reporting pulls financial data from QuickBooks® or Xero and combines it with spreadsheets, KPIs, and sales goals to create beautiful visual reports. This makes your financials easier to understand—and easier to act on.
How Our Extraordinary Bookkeepers Use Reach:
We use Reach to turn your raw financial data into clear, custom dashboards and monthly or quarterly reports. You’ll receive colorful charts and digestible takeaways so you can quickly assess how your business is performing and where to focus next.
Fathom HQ
Fathom is a robust analytics and forecasting tool that allows us to model various financial scenarios using historical data and business trends. It’s ideal for long-term planning, what-if analysis, and strategic decision-making.
How Our Extraordinary Bookkeepers Use Fathom:
We use Fathom to run cash flow forecasts, set growth targets, and build “what-if” scenarios to help you make proactive choices. Whether you’re expanding, hiring, or launching something new, Fathom gives us the clarity to guide you with confidence.
Honorable Mention: Zoom
Zoom helps bridge the distance between our team and clients. Whether you're across the country or in the same state, we love checking in face-to-face to learn more about your goals, challenges, and upcoming plans.
How Our Extraordinary Bookkeepers Use Zoom:
We use Zoom for onboarding, monthly strategy check-ins, and Profit First reviews. Our virtual meetings are a space for connection, clarity, and collaboration.
Honorable Mention: Social Media
We might not be doing trending dances, but we do show up on Instagram, Facebook, LinkedIn, and YouTube with helpful tips, team highlights, client success stories, and behind-the-scenes fun.
How Our Extraordinary Bookkeepers Use Social Media:
We follow, cheer for, and celebrate our clients! Engaging on social media helps us stay connected, learn what matters to you, and share valuable insights and updates with our community. Give us a follow and we will follow back!
At Beyond Your Books, we believe the right tools—used the right way—can unlock major breakthroughs for small business owners. Want to see this TechStack in action? Let’s chat about how we can simplify your financials and support your growth goals in 2025.