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)
Register for 12/7/2020 SharePoint Webinar
In this webinar, CEO of Tech Guru, Daniel Moshe explains how SharePoint has been helping firms across the country modernize while enabling efficient remote working. He will also explain the transition process, advanced functionality for collaboration, and accounting specific implementations.
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