Member Benefits:
60-Minute Technology Workshop
Tech Guru offers a complimentary 60-Minute Technology Planning Workshop to help you build your ideal firm.
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No Implementation Fee!
Tech Guru will also waive the implementation fee for PASBA members
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Get started now
Schedule a 5-minute intro call now with your dedicated representative Micah Thor.
Schedule Your Intro Call
(Current Clients: Click Here for Support)
Remote Technology Review
Get all your remote working questions answered plus helpful tactics to get your team ready to work from home with a 30-minute complimentary Remote Technology Review with Micah Thor.
CPA Technology Check-up
Assess your firm to help establish technology priorities. Take our short 20-question assessment to see exactly your firm stands.
Our CPA
Technology Transformation
Process
Technology Workshop
Submit your CPA 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.
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.
POST-BUSY SEASON
Review
Prepare
Address
Outline
MID-SUMMER
Recap
Review
Update
Plan
PRE-BUSY SEASON
Recap
Align
Kick-off
Technology Strategic Planning
PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiativesPOST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiativesMID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives
Technology Workshop
Submit your CPA 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.
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.
Technology Strategic Planning
POST-BUSY SEASON
Review
Prepare
Address
Outline
MID-SUMMER
Recap
Review
Update
Plan
PRE-BUSY SEASON
Recap
Align
Kick-off
PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiativesPOST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiativesMID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives
Tech Guru
Services for PASBA Members
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 PASBA members.
- 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