Secure, everywhere
We make your firm the hard target. We write your WISP, then configure your systems to enforce it, so threat actors hit resistance and move on to an easier mark. Security your clients and regulators can see.
The accounting firm of the future.
Let's build yours.
Tech Guru is your firm's entire technology department, help desk to CIO: everything an MSP does, plus the strategy, AI adoption, and coaching that make a firm modern, scalable, and more valuable every year.
Talk to a guru now A 30-minute discovery call with our team.
No pressure, no jargon.
No pressure, no jargon.
SOC 2 Type II audited
4.7 on Google
15-minute response time, guaranteed 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 as one continuously improving service built only for accounting firms, versioned like software, 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.
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 What every client gets
Everything your firm runs on. One team accountable for all of it.
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. 15-minute response time, guaranteed, or we credit you $100.
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 team. Everyone secure by default.
Security and compliance
Too well-defended to be worth a threat actor'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. Threat actors move on. Your clients stay protected.
SOC 2 Type II audited
Independently verified controls
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 Score your own firm in two minutes
AI adoption
AI is remaking accounting. Your firm should be ahead of it.
AI adoption is a standing item in your quarterly technology plan. We help you deploy Claude and other AI tools securely, put them to work inside your tax and accounting workflows, and govern them so client data stays safe.
Proof, not promises
Don't take our word for it. Inspect the work.
The real artifacts, public. Score your own firm, read our release notes, download the actual template we build from.
Free tool
Security Readiness Score
Ten questions against the FTC Safeguards Rule. Instant grade.
Release notesPlatform updates
Our service ships like software. Read what shipped this quarter.
Free templateThe WISP template
The actual Safeguards Rule structure we implement for firms.
Case studiesReal results
Four countries secured in six weeks. 50+ users to the cloud in three.
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.
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.
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.
In their words
4.7 on Google Firms that grow with us.
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. It is such a relief to know we have a team we can trust and rely on.
Erin L. Hurst, CPA Partner, PLEX Accountants 
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 clients
Trusted by 60+ accounting firms across the US and Canada.
A few of the firms we serve:
The humans behind it
Real engineers. Real people. Yours.
When you reach out, a live member of our team responds within 15 minutes, guaranteed, and usually under ten. No tiers, no runaround. Our team spans the globe, so someone is always on for your firm.
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Daniel Moshe CEO & Visionary -
Jericho Delos Santos Client Success Manager -
Daniel Derasmo Internal Operations Manager -
Harvey Cunanan Finance & Admin Manager -
Paul Gresse Security, Compliance & Documentation Manager -
Sofia Sant Sales Executive -
Cy Armamento Support Guru
The accounting firm of the future. Let's build yours.
See what your firm looks like with technology fully leveraged. Book a 30-minute discovery call with our team.
Talk to a guru nowNot ready to talk? Score your firm's security in two minutes.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time. We earn it every month. · (800) 692-6096