Accounting Firm Technology Check-up

Get your accounting technology optimization score below

Clear, Long-Term IT Strategy

Tech Guru's proven methodology for driving accounting 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

Our Accounting

Technology Transformation

Process

one

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.

two

Onboarding

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.

Asset 14

POST-BUSY SEASON

Review
Prepare
Address
Outline

Asset 12

MID-SUMMER

Recap
Review
Update
Plan

Asset 13

PRE-BUSY SEASON

Recap
Align
Kick-off

three

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

one

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.

two

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.

three

Technology Strategic Planning

Asset 14

POST-BUSY SEASON

Review
Prepare
Address
Outline

Asset 12

MID-SUMMER

Recap
Review
Update
Plan

Asset 13

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