The Accounting Firm Technology Checkup

Accounting Firm Technology Check-up

Get your accounting technology optimization score below

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

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.

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.

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 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