Need help improving your firm's security? Here's how we can help:
Secure your data
No one knows better how important it is to keep your clients’ data protected. We implement the latest and best security measures so your firm can grow safely and securely.
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Avoid costly outages and closures
No more downtime because of security breaches. We help you mitigate risks by staying ahead of the latest cyber-security threats.
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Learn best security practices
Security starts when everyone is on the same page. We teach your team how to stay safe and secure online.
Need help improving your firm's security? Here's how we can help:
-
Secure your data
No one knows better how important it is to keep your clients’ data protected. We implement the latest and best security measures so your firm can grow safely and securely.
-
Avoid costly outages and closures
No more downtime because of security breaches. We help you mitigate risks by staying ahead of the latest cyber-security threats.
-
Learn best security practices
Security starts when everyone is on the same page. We teach your team how to stay safe and secure online.
Learn more about
Tech Guru's Security Assessment:
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Rate your firm on a scale of one to five for the following twenty-five statements to help establish technology priorities!
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All statements are based on IRS Publication 4557: Safeguarding Taxpayer Data - the financial industry standard.
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You will receive a score out of 125 that will help you understand where your firm currently stands with cybersecurity.
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We'll follow up the next day in case your firm needs help establishing your plan and putting it into action!
Our CPA
Technology Transformation
Process
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.
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.
POST-BUSY SEASON
Review
Prepare
Address
Outline
MID-SUMMER
Recap
Review
Update
Plan
PRE-BUSY SEASON
Recap
Align
Kick-off
Technology Strategic Planning
PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiativesPOST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiativesMID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives
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.
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.
Technology Strategic Planning
POST-BUSY SEASON
Review
Prepare
Address
Outline
MID-SUMMER
Recap
Review
Update
Plan
PRE-BUSY SEASON
Recap
Align
Kick-off
PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiativesPOST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiativesMID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives
Don't Just Take Our Word For It
"Tech Guru's team helped us implement an updated server and disaster recovery plan to ensure our firm has a rapid recovery time during our busy season. They have been incredibly responsive, and are aligning our technology with our business vision and plan."
- Toby Kommer, Partner
Haga Kommer, Ltd.
"This team has always brought their expertise, excellent customer service, and timely follow up to our work with them. It is wonderful to get one-on-one attention and customized solutions that meet our needs, as well as proactive help to identify risks/opportunities that we may not even know exist. Never have to worry with this group on your side!"
- Lee Vanlith
"I have been working with Tech Guru's now for almost a year and the improvements to our IT service have been phenomenal. They are an EOS company like we are, so the organization and processes they have in place flushed out solutions to issues we were having and we were able to look at where our growth as a company will be and the hardware/software that we would need to support it. I have and will continue to recommend Tech Guru for IT services. Their entire staff is amazing!"
- Donna Gulden
"Tech Guru is amazing! We are a Boston-based branch of our national org, and they provide us an incredible amount of care and time remotely. They're always available to troubleshoot problems big and small. We so appreciate their time and attention to our small non-profits needs!"
- Emilia Diamant
"Tech Guru is outstanding. Very responsive to my computer needs and extremely professional and positive! I have had nothing but great experiences working with them."
- Lisa Mountain