Technology built for accounting firms

Add clients.
Not headcount.

Name: Tech Guru
Address: 1205 French Creek Drive, Wayzata, MN, 55391, US
Telephone: (800) 692-6096

The right technology lets your firm take on high-margin, high-value work without adding staff. We help you work faster, onboard anywhere, and stay secure, so profit grows with you.

Talk to a guru now A 30-minute discovery call with our team.
No pressure, no jargon.

SOC 2 Type II audited 4.7 on Google FTC and IRS aligned

Your tech investments should return increased efficiency, margins, and enterprise value. That's our job.

Operational efficiency

Do more with the team you have. Fewer manual steps, less rework, more billable focus.

Higher margins

Take on more clients without taking on more cost. Technology does the lifting.

Greater enterprise value

A secure, modern, well-run firm is worth more, whether you sell it or pass it on.

It all runs on one platform built only for accounting firms, secure for every user by default, tailored to how your firm works.

What we believe

Three things your tech investment should return.

Everything we build for your firm stands on these pillars. We help you get them right so technology becomes a compounding profit center.

Secure, everywhere

We make your firm the hard target. We write your WISP, then configure your systems to enforce it, so attackers hit resistance and move on to an easier mark. Security your clients and regulators can see.

Modern, at your pace

We methodically retire your technology debt and move you toward a simpler, browser-based stack, on a timeline that fits your firm instead of forcing a big-bang change.

Business first

We start with your goals, then apply technology to them. Real coaching and quarterly strategy, not just a help desk waiting for tickets.

Our proven process

From first call to gains that compound every quarter.

A clear path with one accountable partner: specific, methodical, consistent. The first three steps build your foundation. The fourth never stops.

Start

Discovery

We learn your firm, your goals, and where technology can take you. No pitch, just a real conversation.

Phase 1 · Foundation

Audit & Baseline

We assess every system, security gap, and workflow, and set the baseline we will measure against.

Phase 1 · Foundation

Secure Foundation

We standardize, modernize, and lock it down. We write your WISP and configure systems to enforce it. One secure, consistent way to work, anywhere.

Phase 2 · Ongoing

Leverage & Evolve

Every quarter we plan, adopt, and apply new technology, automation, and AI to your goals.

Repeats every 90 days

The platform

One platform. Everything your firm runs on.

Every Tech Guru client runs on the same foundation. Everyone secure from day one, nothing that matters left as an upsell.

Help the moment you need it

Real people, 24/7/365, by phone, chat, text, or Teams. No tiers, no phone tree.

A security team on watch around the clock

Our security operations center monitors your firm day and night and shuts threats down before they reach you.

Your whole stack, quietly kept sharp

We keep Microsoft 365 fast, current, and hardened, and we administer every app we can get admin rights to: your password manager, PDF tools, VPN, and more. Password management is monitored, not just installed.

A real plan, every quarter

Every 90 days you turn your firm's goals into a technology plan with your Client Success team.

Security built in for every person

Multi-factor authentication, managed threat detection, security awareness training, password management, and cloud-to-cloud Microsoft 365 backup. Every user, included.

Equipped anywhere

We procure, secure, and deploy the right computers to your team wherever they are in the world.

You work on your own computer, the way it's meant to be used.

No laggy cloud desktops or terminal servers. We secure and tune the actual machine in front of you, so it is fast and protected at the same time. The only exception is legacy Windows software like Drake and UltraTax, which we host for you.

One platform. Everyone secure by default.

Security and compliance

Too well-defended to be worth an attacker's time.

We make your firm unappealing to threat actors, fully aligned with FTC and IRS requirements, and built on current cybersecurity best practices, all watched 24/7/365 by our security and network operations center. Attackers move on. Your clients stay protected.

SOC 2 Type II audited
Independently verified controls

Proof you can stand on

SOC 2 Type II audited. The accounting industry standard, independently verified.
WISP written and enforced. We build your plan, then configure your systems to actually run it.
IRS Pub 4557 and FTC Safeguards aligned. Across your systems and processes.
US-based data center. Your data stays in the United States.
Nightly offsite backups. With automated test restores.
A background-checked team. Everyone who touches your systems is vetted.

Every protection your firm needs, switched on from day one

Your whole team is covered the moment you start, configured and enforced for you, not just recommended. We raise your Microsoft 365 Secure Score quarter over quarter.

Multi-factor authentication
Managed threat detection (EDR)
Microsoft 365 Secure Score
Data loss prevention (DLP)
Single sign-on (SSO)
Security awareness training
Password management
Cloud-to-cloud 365 backup

How we secure your firm See the proof in our Trust Center

How we keep you running

Uptime and productivity, by design.

A systematic, proactive approach. We design it right, keep it modern, watch it constantly, and respond fast when something needs us.

Design

Built right from day one, with security baked in, not bolted on.

Modernize

Quarterly reviews keep you current and compliant as standards and threats shift.

Monitor

Our security operations center watches around the clock, with proactive alerting and fast mitigation.

Respond

When something does break, we are already on it, right inside Microsoft Teams.

A continuous loop, not a one-time setup.

Global deployment and onboarding

We make new computers & first days a delight. Anywhere.

We warehouse and stage devices so a new computer ships ready to work, anywhere in the world. One specialist owns the whole handoff, so your team member just opens the box and goes.

A modern, well-lit office ready for a new team member

PC deployment

We procure, warehouse, provision, deliver, and set up every computer, then onboard your team member to it. One clean handoff, run by a specialist, anywhere in the world. Not a box left on a doorstep.

New hire onboarding

A specialist owns your new hire's first-day setup from start to finish, wherever they are, so day one feels effortless and your firm makes a great first impression.

Need more? We also run your phone system with Teams Voice and host legacy Windows software like Drake and UltraTax in a fast, secure cloud. Add what fits, nothing you don't.

Built for your world

We only speak accountant.

Accounting firms are all we do. We already know your software, your season, and what is at stake, so you spend zero time getting us up to speed.

An advisor working through the numbers with a client, laptops and worksheets open

Built for busy season

We are staffed and built so tax season is your busiest time, not something you brace for. When it counts most, your systems and your support hold.

We already know your software

Lacerte, UltraTax, Drake, CCH, QuickBooks. You will never explain your stack to us, because we work in it every day with firms like yours.

Security you can hand a client

A written plan, your Secure Score, and proof the controls actually run. Turn your security into a reason bigger clients say yes to your firm.

Built to grow

Onboard staff anywhere in the world, fold in an acquisition cleanly, and build a firm that is worth more when you sell it or pass it on.

How we show up

The CARE values.

Caring, Accountable, Responsive, Empathetic. Not a poster on a wall. The filter every ticket, roadmap, and recommendation passes through.

Caring

We treat your firm like our own. Every ticket, every roadmap, every recommendation is filtered through "is this what is best for them?"

Accountable

We own the outcome, not just the task. If something falls through the cracks, you hear it from us first.

Responsive

Phone, email, Teams, pick your channel. We start the clock when you reach out, not when we decide to look.

Empathetic

Tech anxiety is real. We slow down, explain in your language, and never make you feel small for asking.

In their words

Firms that grow with us.

4.7 on Google

What stood out to me was Tech Guru's approach to strategic planning. They didn't just ask about our tech, they asked about our firm's goals, then gave us real, actionable recommendations to support them. It felt like working with a partner who's invested in our long-term success.

Adam Necelis Owner, Adam R. Necelis, CPA LLC

We feel incredibly lucky to work with such an amazing IT firm. Your team is consistently responsive, knowledgeable, patient, and easy to work with, no matter what we need help with. You make technology feel less stressful and more manageable, and we truly appreciate the care and attention you bring to everything you do. It is such a relief to know we have a team we can trust and rely on. Thank you for being such a valuable partner to our business. We are so grateful for you!

Erin L. Hurst, CPA Partner, Monarch Tax & Advisory, LLC

This is the best IT meeting I've ever been in! We walked away excited about the future! We felt honored to be able to discuss big-picture strategic goals and implementation such as AI and offshoring with Daniel.

Kathryn Ward, MPA Parkhurst Consulting CPA

Just wanted to acknowledge that we appreciate the support you and your team are providing us. Thanks so much for all TG does for us!

Alan K. Scher, MS, CPA/PFS, CTC, AEP Scher Group, PLLC

I cannot recommend Tech Guru enough! From the moment I reached out, their team was incredibly responsive and genuinely cared about fixing my tech issue. They took the time to explain the problem in plain English and got my system up and running faster than I expected. Five-star service all the way!

Sam Hicks Hicks, APC

Our partners

Built on the tools your firm already trusts.

We do not work alone. We partner with the platforms that matter most to accounting firms, so what we build for you is current, supported, and made to last.

The secure foundation we build your firm on, kept fast, current, and hardened.

Practice management built for accounting firms, supported end to end.

Growth and community partner helping modern firms scale.

Our clients

Trusted by 60+ accounting firms across the US and Canada.

The humans behind it

Real engineers. Real people. Yours.

When you reach out, a real engineer answers, on average in about 90 seconds. No tiers, no runaround. Our team spans the globe, so someone is always on for your firm.