Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making Practice Success podcast

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Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making

5d ago 24:53

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In this episode of the Canopy Practice Success Podcast, KC Brothers sits down with Dheeraj Pandey, co-founder and CEO of Credfino, a fast-growing firm that supports more than 100 accounting and tax practices across North America.

Dheeraj shares how Credfino started during the pandemic, how they quickly scaled to a 70-person team, and what he sees under the hood of so many accounting firms today. From tool overload to process gaps, to content that misses the mark, he explains the most common mistakes firms make—and how small shifts can create massive efficiencies.

You’ll also hear how top firms are using automation, SOPs, and smarter workflows to handle more volume with better accuracy, plus what Dheeraj believes AI will realistically change over the next five years.

In this episode, we cover:
• How Credfino grew from a startup to a 70-person operation
• The most common software and workflow mistakes firms are making
• Why customer research is the missing ingredient in most accounting firm marketing
• How automations and strong processes help firms scale
• Where AI is headed and how it will reshape accounting roles
• Why every firm needs a clear ICP and consistent marketing effort

If you support clients, run an accounting firm, or manage operations, this conversation is packed with insights you can put to work today.

Follow Dheeraj on LinkinedIn: https://www.linkedin.com/in/pandey-dheeraj/

Chapters

1. Dheeraj Pandey: The Tech Stack Mistakes Firms Keep Making (00:00:00)

2. Getting to Know Dheeraj (00:00:45)

3. How Credfino Started During COVID (00:01:07)

4. Making the Leap Without Being a CPA (00:02:30)

5. Growing to a 70 Person Team (00:03:05)

6. LinkedIn Tags and Discovering Credfino (00:03:56)

7. Under the Hood of Accounting Firms (00:04:33)

8. Common Software Mistakes and Tool Overload (00:04:54)

9. The Challenge of Vetting Software in a Seasonal World (00:07:29)

10. Smart Automations and Process Driven Workflows (00:08:42)

11. Beyond the Tech Stack Process Still Matters (00:11:29)

12. Spotting the Marketing Gap in Accounting Firms (00:14:08)

13. Why Marketing Fails For Most Firms (00:14:36)

14. Ideal Clients, Niches, and Shared Ops Marketing Roles (00:22:48)

47 episodes

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