monday.com support services

Improve team communication

Streamline workflows

Work seamlessly with a remote team

Gather powerful business insights

Tech Guru - monday.com resources

monday.com is a flexible and powerful work operating system that will revolutionize the way your firm does business.

However, it can feel overwhelming to set-up and use. Tech Guru takes the time to understand how your business works and help shorten the learning curve. In the end you get a monday.com set-up that works for your business, and you and your team will know how to better utilize it for all its awesome functionality.

It starts with a 30-minute consultation

Our Proven Process

What sets Tech Guru apart from most IT firms is our clear, long-term strategy
which we deliver in the form of Our Proven Process.

Onboarding Process

Quick Initial Call

  • Determine initial fit
  • Explain process
  • Schedule 90-Minute session

Technology Workshop

  • Complimentary session
  • Review tech stack
  • Identify priorities & objectives

Implementation

  • Assess, secure, & document environment
  • Initial true-up
  • Activate service desk
Ongoing Process

Annual Review + 3 quarterly reviews

Strategic Technology Planning

Annual Review

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

Strategic Technology Planning

Strategic Technology Planning

Tech Guru

Services for CPA firms

Technology Workshop

This complimentary, personalized session establishes a roadmap to build your ideal firm.

  • Review your technology stack 
  • Identify security objectives & priorities 
  • Plan the next year including cloud migrations 
  • Review our proposal 

CPA Technology Platform

Our package of ongoing technology services designed to help CPA firms grow.

  • Comprehensive Cybersecurity Package: including secure configurations, multi-factor authentication, risky login detection, anti-spoofing, incident response management, training, antivirus & antimalware
  • Unlimited Service Desk: remote, onsite helpful & responsive technical support for all apps, systems, networks, printers & devices on-premise and in the cloud
  • Vendor Management: work with all technology related vendors including internet, voice, and document management
  • Virtual CTO: quarterly technology planning
  • Ongoing Preventative Care: monitoring & management for all devices & networks

Implementation

 

One-time setup to secure all technology and engage services – this fee is waived for clients

  • Evaluate & secure all technology
  • Deploy monitoring, security, antivirus & antimalware software
  • Complete a comprehensive inventory
  • Build business continuity plan

Migrations & integrations

As recommended throughout our engagement – we prepare a proposal and pricing varies by scope & scale.

  • Server to cloud migration
  • New server migrations
  • Cloud app integrations

Other Products & Services

Cloud backup

Cloud storage

Private cloud

Public cloud

Colocation

Remote access

Office365 & Google Apps

Recommend, procure, integrate & secure software

Recommend, procure & setup hardware