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

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

How we can help you succeed

Strategy

You know that tax season is a year-round process. It's the same with your tech planning. You need to be active before it becomes a problem, or you'll risk losing business when things get tough. We'll ask you questions about your business goals and align you with a plan that fits best for your organization. After tax season, we'll adapt and optimize your strategy to make sure that your technology works the way it should. You will feel more educated and empowered to make informed decisions about the technology that shapes your business. 

Security

As an accounting firm, you're expected to have a handle on your security from day one. It's not just about safety, it's about your reputation as a business. We implement proactive security techniques to make sure that your files are safe and sound. That means you'll get better sleep knowing that your computers are virus-free and running optimally. Have a security concern or question? Our team of accounting security experts will be ready to assist 

Support

Leave the tech projects and ongoing maintenance/support to us. Migrations. Computer rollouts. Wireless networking. Connecting multiple sites via WAN. We’re committed to quality from the initial meetings to implementation. Every project is guaranteed — if you don’t like the results, we’ll move you to an alternate platform, picking up the tab for labor. It’s all about meeting the demands of your business with zero downtime. Smooth and easy is how you like it, and that’s how we like it, too. Your business runs on accounting-specific technology, and you need experts that are 100% focused on your unique needs and software. This is about more than just tech support, it's about peace of mind and knowing you're working with a team that gets you and has the answers. Get IT from Tech Guru, your team deserves it.

How to Get Started

Next Steps

1 green

Technology Workshop

We work with you to understand your firm, goals, challenges, the systems you use, and strategies to help you get where you want to go.
2 green

Action Plan & Proposal

We will present you with specific action steps to take, software and hardware recommendations and a plan on how to implement changes over time.
3 green

Implementation

Our team implements the new systems, migrates data, trains your team, and provides support for all your technology.

It starts with a 5-minute introduction call

Work smarter, not harder.

IT for Accounting Firms