Enlightened IT for CPA Firms

At our core, we are a caring customer service company.

We just happen to be really good with IT.

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

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.

tech-ws-icon
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.

implement-icon
Asset 14

POST-BUSY SEASON

Asset 12

MID-SUMMER

Asset 13

PRE-BUSY SEASON

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

Asset 14

POST-BUSY SEASON

Review
Prepare
Address
Outline

Asset 12

MID-SUMMER

Recap
Review
Update
Plan

Asset 13

PRE-BUSY SEASON

Recap
Align
Kick-off

tech-ws-icon
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.

implement-icon
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.

three

Technology Strategic Planning

Asset 14

POST-BUSY SEASON

Asset 12

MID-SUMMER

Asset 13

PRE-BUSY SEASON

  • 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

How to Get Started

Next Steps

1 green

IT Focus Day

We will spend a day on‐site with your team to understand your business, the IT systems you use, and your specific needs.
2 green

Action Proposal

We will present you with specific action steps to take, software and hardware recommendations and a plan on how to implement changes over time.
3 green

Execution

Using The CPA Technology Success Platform, our team will help implement the new systems, migrate data, train your team, and provide support service for all your technology.

It starts with a 5-minute introduction call