The IT Department for Rootworks Members

 

Helping firms implement the Rootworks technology stack

Clear, Long-Term IT Strategy

Tech Guru's proven methodology for driving CPA firm growth

Tightly Integrated

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

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Members

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

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

Schedule a 5-minute intro call now with your dedicated representative Micah Thor.

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

90-Minute Cloud & Security Planning

  • Complimentary session
  • Review tech stack
  • Identify priorities & objectives

Implementation

  • Assess, secure, & document environment
  • Initial true-up
  • Activate service desk
Ongoing Process

Annual Review + 3 quarterly reviews

Strategic Technology Planning

Annual Review

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

On-going Process

Budgeting
Planning
Monitoring
Management
True-up Projects

Strategic Technology Planning

Strategic Technology Planning

Tech Guru

Services for Rootworks Members

90-Minute Cloud & Security Planning

This complimentary, personalized session establishes a roadmap to the Rootworks technology stack.

  • 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 Rootworks 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