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
How we can help you succeed
Strategy
Security
Support
The Next Steps to Get Started
1. Schedule a Call
Book a call with one of our technology experts to see if we are a good fit.
2. Free, No-obligation Tech Planning Workshop
We will meet with your team, review your current tech stack, and make specific technology recommendations to help your business.
3. Implementation And Support
You can take our recommendations and self-implement, or you can hire Tech Guru to do the heavy lifting with our proven process.