Accounting/CPA software doesn't solve enough of your problems.
It's great for
Organizing and getting taxes done for your clients.
It's terrible for
Helping you manage all of the other processes required to run a successful practice.
That's why we searched every corner of the internet to find the most powerful team management software that was also flexible enough for a CPA or accounting practice to run their business and manage their team. We found it. It's called monday.com.
How to get started with
monday.com and your
Free CPA Workspace
Sign Up
For your free trial of monday.com using the Tech Guru link
Free Template
We send you the free Templated Workspace
Schedule a Call
We schedule a call with you to help you set it up and start using monday.com
monday.com fills in the gaps that your accounting software lacks.
More benefits of
monday.com
What's your connection to monday.com?
Tech Guru has a sister company Lucid Day which exists to help companies get the most out of monday.com. They are a monday.com certified partner.
Have you ever bought a piece of furniture from Ikea or online and when you got it home realized that it was a lot more complicated than you had expected? You know the end result will be worth it, but you’re a long way off from that.
That’s how we feel about monday.com.
The end result is the ideal practice management platform for accounting and CPA firms, but it can be a bit of a process to get there.
We believed the payoff for our clients would be so significant that we started Lucid Day to focus on helping our clients set up and use monday.com more effectively.