monday.com WORKFLOWS FOR

Accounting Firms & CPAs

Revolutionize the way your firm does business.

with monday.com

monday.com is a flexible and powerful work operating system that will bring greater visibility, alignment and agility to the way you do business.

Tech Guru believes strongly that monday.com can take your CPA firm to the next level and would love to help you take advantage of all of its awesome features.

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