Jason On Firms Podcast 580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]
Feb 13, 2026
Shram Zarshanis, co-founder of Financial Cents and practice management builder, explains what practice management should own and why firms crave visibility and peace of mind. He explores month-end close in PM, the tradeoffs of building vs integrating features, client portal consolidation, workflow-first UX, and where AI best fits in firm tooling.
AI Snips
Chapters
Transcript
Episode notes
PM As Single Source Of Truth
- Practice management should be the single source of truth that helps teams get work done and hit deadlines.
- Visibility into who is working on what and deliverable status is the mission-critical job of a PM.
Prioritize Visibility Before Automation
- Prioritize mission-critical visibility before trying to automate every task in the firm.
- Solve for peace of mind first: give owners clear status and context before adding deep automation.
Bring MonthāEnd Close Into PM
- Month-end close belongs inside practice management because it's tightly tied to the bookkeeping workflow and client experience.
- Consolidating portals reduces client friction and increases team productivity.