Enlightened IT for CPA Firms

At our core, we are a caring customer service company.

We just happen to be really good with IT.

Clear, Long-Term IT Strategy

Tech Guru's proven methodology for driving CPA firm growth

Guided Transition to Modern Apps

Smooth cloud migrations with training for maximum ROI

Upgrade to the Latest Security

Protecting you and your firm's data and reputation

On-going Support

Setting your team up for success

Technology Workshop

Schedule your Technology Planning Workshop and allow us to learn more about you, while you learn more about us. From there we will provide specific technology transformation recommendations.

Implementation

After assessing your existing technology, we will assemble a technology plan tailored to your needs where best practices in both security and technology will be implemented.

POST-BUSY SEASON

Review
Prepare
Address
Outline

MID-SUMMER

Recap
Review
Update
Plan

PRE-BUSY SEASON

Recap
Align
Kick-off

Technology Strategic Planning

PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiatives
POST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiatives
MID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives

Technology Workshop

Submit your Accounting Technology Questionnaire and allow us to learn more about you, while you learn more about us. From there we will provide specific technology transformation recommendations.

Implementation

After assessing your existing technology, we will assemble a technology plan tailored to your needs where best practices in both security and technology will be implemented.

Technology Strategic Planning

POST-BUSY SEASON

Review
Prepare
Address
Outline

MID-SUMMER

Recap
Review
Update
Plan

PRE-BUSY SEASON

Recap
Align
Kick-off

PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiatives
POST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiatives
MID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives

How to Get Started

Next Steps

IT Focus Day

We will spend a day on‐site with your team to understand your business, the IT systems you use, and your specific needs.

Action Proposal

We will present you with specific action steps to take, software and hardware recommendations and a plan on how to implement changes over time.

Execution

Using The CPA Technology Success Platform, our team will help implement the new systems, migrate data, train your team, and provide support service for all your technology.

It starts with a 5-minute introduction call

SCHEDULE A CALL TODAY