Need help improving your firm's security? Here's how we can help:
Secure your data
No one knows better how important it is to keep your clients’ data protected. We implement the latest and best security measures so your firm can grow safely and securely. Â
Avoid costly outages and closures
No more downtime because of security breaches. We help you mitigate risks by staying ahead of the latest cyber-security threats.Â
Learn best security practices
Security starts when everyone is on the same page. We teach your team how to stay safe and secure online.Â
Need help improving your firm's security? Here's how we can help:
-
Secure your data
No one knows better how important it is to keep your clients’ data protected. We implement the latest and best security measures so your firm can grow safely and securely. Â
-
Avoid costly outages and closures
No more downtime because of security breaches. We help you mitigate risks by staying ahead of the latest cyber-security threats.Â
-
Learn best security practices
Security starts when everyone is on the same page. We teach your team how to stay safe and secure online.Â
Learn more about
Tech Guru's Security Assessment:
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Rate your firm on a scale of one to five for the following twenty-five statements to help establish technology priorities!
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All statements are based on IRS Publication 4557: Safeguarding Taxpayer Data - the financial industry standard.
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You will receive a score out of 125 that will help you understand where your firm currently stands with cybersecurity.
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We'll follow up the next day in case your firm needs help establishing your plan and putting it into action!
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