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 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
Strategic Technology Planning
Annual Review
Strategic Technology
Planning
Strategic Technology Planning
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