The IT Department for
RSM Members

Empowering RSM firms with the technology you need to succeed

Clear, Long-Term IT Strategy

Tech Guru Proven Process

Tightly Integrated

Suite of CPA Cloud Apps

Well-Planned

Roll-Out & Integration

Solid Ongoing Support & Training

For All of Your Technology

Member Benefits:

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    60-Minute Planning Meeting

    Tech Guru offers a complimentary 60-Minute Cloud and Security Planning meeting to help you build your ideal firm.

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    No Implementation Fee!

    Tech Guru will also waive the implementation fee for RSM members

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    Get started now

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

  • 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 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
Ongoing Process

Annual Review + 3 quarterly reviews

Quarterly Business Review

Annual Business 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

Quarterly Business Review

Quarterly Business Review

Tech Guru

Services for RSM Members

Technology Workshop

This complimentary, personalized session establishes a roadmap to building your ideal firm.

  • Review your technology stack 
  • Identify security objectives & priorities 
  • Plan the next year including cloud migrations 
  • Review specific technology recommendations and action items 

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 RSM 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