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
Schedule Your Free 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
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