The IT Department for
Rootworks Members

Empowering accountants with the technology they need to succeed

Clear, Long-Term IT Strategy

Tech Guru's proven methodology for driving accounting 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:

rootworks-logo
  • green check

    60-Minute Technology Workshop

    Tech Guru offers a complimentary 60-Minute Technology Planning Workshop to help you build your ideal firm.

  • green check

    No Implementation Fee!

    Tech Guru will also waive the implementation fee for Rootworks members.

  • green check

    Get started now

    Schedule a 5-minute intro call now with your dedicated representative Joe Kessler.

  • 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.

     

Our Accounting

Technology Transformation

Process

one

Technology Workshop

Submit your Accounting Firm 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.

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.

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

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

one

Technology Workshop

Submit your Accounting 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.

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

Review
Prepare
Address
Outline

Asset 12

MID-SUMMER

Recap
Review
Update
Plan

Asset 13

PRE-BUSY SEASON

Recap
Align
Kick-off

  • 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

Tech Guru

Services for Rootworks Members

Technology Strategy for Accounting Firms

Starting with a Technology Workshop, we build a roadmap for your firm's technology both short and long-term designed to maximize return on investment.

  • Review your technology stack 
  • Identify business objectives & priorities 
  • Develop a technology roadmap
  • Quarterly Technology Planning Workshops to build momentum

Technology Security for Accounting Firms

Security best practices are woven into every aspect of our services helping protect you from the continuously evolving threat landscape to keep you and your team secure and protect your data and reputation. 

  • Security assessments to evaluate risk
  • Implement security best practices
  • Security monitoring 
  • Security event management
  • Cybersecurity training for your team

Technology Support for Accounting Firms

Friendly and helpful accounting technology experts at your service to help you get your technology working the way it should so you can do what you do best.

  • Support for all of your technology
  • Support professionals versed in the world of accounting
  • Here when you need us with extended hours
  • Unlimited support for your entire team 

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