Member Benefits:
60-Minute Technology Workshop
Tech Guru offers a complimentary 60-Minute Technology Planning Workshop to help you build your ideal firm.
-
Reduced Implementation Fee!
Tech Guru will reduce the implementation fee for Future Firm members.
-
Get started now
Schedule an intro call now with your dedicated representative Joe Kessler.
Schedule an Intro Call
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 initiativesPOST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiativesMID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives
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.
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.
Technology Strategic Planning
POST-BUSY SEASON
Review
Prepare
Address
Outline
MID-SUMMER
Recap
Review
Update
Plan
PRE-BUSY SEASON
Recap
Align
Kick-off
PRE-BUSY SEASON
Recap the busy season
Align technology plan with business goals
Kick-off technology improvement initiativesPOST-BUSY SEASON
Review previous improvement initiatives
Prepare to optimize efficiency and productivity
Address any remaining security and reliability concerns
Outline next year’s initiativesMID-SUMMER
Recap the busy season
Review previous initiatives
Update Technology Strategic Plan
Plan upcoming improvement initiatives
Tech Guru
Services for Future Firm Customers
Technology Strategy for Accounting Firms
Starting with a Technology Workshop, we build a roadmap for your firm's technology both short and long-term designed to maximize return on investment.
- Review your technology stack
- Identify business objectives & priorities
- Develop a technology roadmap
- Quarterly Technology Planning Workshops to build momentum
Technology Security for Accounting Firms
Security best practices are woven into every aspect of our services helping protect you from the continuously evolving threat landscape to keep you and your team secure and protect your data and reputation.
- Security assessments to evaluate risk
- Implement security best practices
- Security monitoring
- Security event management
- Cybersecurity training for your team
Technology Support for Accounting Firms
Friendly and helpful accounting technology experts at your service to help you get your technology working the way it should so you can do what you do best.
- Support for all of your technology
- Support professionals versed in the world of accounting
- Here when you need us with extended hours
- Unlimited support for your entire team