IT for Accounting Firms

We help you choose, implement, and maintain the right technology to grow your firm.

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

Our Accounting

Technology Transformation

Process

one

Technology Workshop

Schedule your Technology Planning Workshop and allow us to learn more about you, while you learn more about us. From there we will provide specific technology transformation recommendations.

two

Onboarding

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

How we can help you succeed

Strategy

Industry-focused technology strategy sessions with accounting technology experts

CTO-level IT recommendations tailored to your firm

Using our Accounting Technology Transformation Process, we'll identify, prioritize, and decide on technology initiatives for your firm.

Security

Anti-Virus and Malware Prevention

Device-level Encryption and Monitoring

Backup & Disaster Recovery Management & Monitoring

Support

On-going tech support

24/7 On-call Support

Next Business Day On-site Support

The Next Steps to Get Started

  • 1. Schedule a Call

    Book a call with one of our technology experts to see if we are a good fit.

  • 2. Free, No-obligation Tech Planning Workshop

    We will meet with your team, review your current tech stack, and make specific technology recommendations to help your business.

  • 3. Implementation And Support

    You can take our recommendations and self-implement, or you can hire Tech Guru to do the heavy lifting with our proven process.