Many small firms collect tools the way people collect coffee mugs—slowly and accidentally. A lean tech stack helps you deliver great work with less overhead, not more.
Core Categories To Cover
- Scheduling and meetings.
- Proposals, contracts, and e signatures.
- Invoicing and payments.
- Bookkeeping and basic reporting.
- Secure document storage and sharing.
Principles For Choosing Tools
- Start with the minimum that lets you deliver reliably.
- Favor tools with good integrations and export options.
- Review subscriptions at least twice a year and cancel what you are not actively using.
You can absolutely run a healthy solo consulting practice with fewer than ten tools. The point is to free up brain space, not to win “most logins” awards.