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4 Rules for Building Long-Lasting Client Relationships

March 13, 2018

In every business, building client trust is crucial. It is the way you keep your current clients happy and how you continue to grow your client list through referrals. The matter of trust can sometimes be a hard topic to navigate. We asked our CEO, Dan Moshe and President Micah Thor some fundamental questions on…

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The Positive Side Effect of Securing Your Data

February 6, 2018

Minnesota CPA and Tech Guru client Steve Zelinsky knew it was time to upgrade his IT, but he wasn’t expecting what happened next.  Read on to learn how this seasoned accountant increased his profits. Meet Steve Steve Zelinsky is a CPA with over ten years of experience serving a variety of clients in Minnesota.  Since…

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The 8 Apps You Need To Download In 2018

February 1, 2018

As we all know by now, “There’s an app for that.” In today’s smartphone-centered world, you can find an application for just about anything your heart desires. To help you conquer 2018 head-on and make your days hyper-efficient, we asked our Gurus what some of their favorite apps were. Check out the list below.  Castro…

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One Easy Step That Can Help You Transfer Files Securely

January 11, 2018

Transferring files can be stressful. With sensitive client data at stake, it’s imperative that files are shared securely and all information is protected. With cybersecurity risks even higher during a CPA’s busy season, here’s our best tip for getting files from A to B, virtually. At Tech Guru, we steer clients to Office 365 for…

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Best Tech Gifts for 2017

December 14, 2017

Stumped on what to get that person who is impossible to buy gifts for? We feel your pain. This list of the 2017 Best Tech Gifts has something for everyone on your list.  Spire Stone: Stress Management and Activity Tracker for iOS & Android This pick comes from our CEO, Dan Moshe and it just so…

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The Big Conference Takeaway: Plus One-derful

November 15, 2017

How can you maximize ROI for your next conference?  Attend alongside someone who has seen you at your worst, celebrated you at your best, and endured you in between.  Tech Guru’s Ann Shrake shares the lessons learned when personal and professional worlds collide during three days of counting cards in the desert. We descend upon…

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