The IT Department for
PASBA Members

Empowering PASBA firms with the technology you need to succeed

Clear, Long-Term IT Strategy

Tech Guru's proven methodology for driving CPA firm growth

Guided Transition to Modern Apps

Smooth cloud migrations with training for maximum ROI

Upgrade to the Latest Security

Protecting you and your firm's data and reputation

On-going Support

Setting your team up for success

Member Benefits:

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    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.

Our CPA

Technology Transformation

Process

one

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.

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two

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.

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three

Technology Strategic Planning

  • PRE-BUSY SEASON

    Recap the busy season
    Align technology plan with business goals
    Kick-off technology improvement initiatives

  • POST-BUSY SEASON

    Review previous improvement initiatives
    Prepare to optimize efficiency and productivity
    Address any remaining security and reliability concerns
    Outline next year’s initiatives

  • MID-SUMMER

    Recap the busy season
    Review previous initiatives
    Update Technology Strategic Plan
    Plan upcoming improvement initiatives

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POST-BUSY SEASON

Review
Prepare
Address
Outline

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MID-SUMMER

Recap
Review
Update
Plan

Asset 13

PRE-BUSY SEASON

Recap
Align
Kick-off

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

Other Products & Services

Cloud backup

Cloud storage

Private cloud

Public cloud

Colocation

Remote access

Office365 & Google Apps

Recommend, procure, integrate & secure software

Recommend, procure & setup hardware