How to Stop Resisting Tech and Start Using It to Your Advantage
Technology is supposed to make our lives easier, right? But if you're like many firm owners or solopreneur CPA moms, it often feels like the opposite. New tools, constant updates, shifting platforms, and an ever-growing list of apps to “consider” can leave you feeling more drained than empowered.
If you’ve been avoiding tech changes or feeling frozen by all the options, you’re not alone. Resistance is normal. But it’s also holding you back from building a more streamlined, sustainable practice.
Here’s how to shift your mindset, get practical, and finally use technology to your advantage.
Understand Why You’re Resisting It in the First Place
Before you can move forward, it helps to know what’s holding you back.
Alicia Katz Pollock, a seasoned educator and QuickBooks expert, explains that most tech resistance in accounting comes from three things:
Fear of lost productivity – Learning new software takes time, and time is something most working moms don’t have in abundance.
Loss of expertise – You’re used to being the expert. Adopting something new means stepping into the unknown, and that can feel like starting over.
Emotional disruption – Change can trigger anxiety, especially when your systems already feel fragile or overloaded.
But here's the truth. These discomforts are temporary. Once a system becomes familiar, it frees up time and mental bandwidth you didn’t even realize you were losing.
Stop Trying to Change Everything at Once
If your tech resistance shows up as overwhelm, Alicia’s advice is simple. Pick one thing.
Don’t try to overhaul your entire practice in one weekend. Start small. Is there one process you repeat manually again and again? That’s your first opportunity. Maybe it’s scheduling, document collection, or tracking expenses. Automate that, and only that.
When you choose a single focus, it’s easier to:
Carve out time to learn
Gain quick wins
Build confidence for your next step
Over time, one small upgrade leads to another. You’re no longer resisting tech. You’re building a system that supports you.
Involve Your Team (Even If It’s Just You)
Change management isn’t just for big firms. Whether you have a small team or fly solo, it helps to treat your tech decisions like strategic choices, not emergencies.
Here are a few ways to take control:
Do a needs assessment – What is slowing you down the most? What do your clients ask for?
Test before you commit – Demo the software. Try it on a low-risk project or fake data set.
Document everything – If you love a tool, write out your process so future you (or future hires) aren’t starting from scratch.
The goal is to create a system that works the same way, every time, so you can focus on your clients and your family instead of troubleshooting.
Let Go of Being a “Tech Person”
You don’t have to love technology to use it well.
What you do need is curiosity, a willingness to try, and a mindset that sees tools as support rather than stress. You didn’t become an accountant to spend your life doing mindless data entry. Technology now allows you to shift into advisory, analysis, and client connection, all the parts of your work that AI can’t replicate.
As Alicia said on the podcast, “We’re not just bookkeepers anymore,” she said. “We’re counselors. We’re advisors. We help clients make decisions that change their businesses and their lives.”
When you stop resisting technology, you start reclaiming your value.
Final Thoughts
If you’re feeling behind, remember this. No one gets extra credit for learning every new platform. The most successful firm owners are not the most tech-savvy. They are the most intentional.
Start with one step. Learn one tool. Commit to one improvement.
And let that be enough.
Want a community that supports you as you grow your practice? Start here: https://cpamoms.com/start
