Services for Accounting & Management Consulting Firms

  • Align your technology investments with your business objectives through our intensive strategy workshop tailored for accounting and consulting firms. We work with your leadership team to:

    • Evaluate your current systems including practice management, time tracking, and client portals

    • Identify opportunities for automation in workflow management and document processing

    • Create integrated solutions for client service delivery, project management, and billing

    • Design scalable technology infrastructure that supports firm growth

    • Develop compliance-first architecture that simplifies regulatory requirements and client data security

    Our workshop delivers a concrete technology roadmap that addresses the unique challenges of modern professional services delivery.

    Duration: up to 4 weeks

  • Access expert technology leadership that understands both tech and professional services.

    Our CTO Advisory service provides:

    • Strategic guidance on digital transformation for accounting and consulting firms

    • Evaluation of practice management and client engagement platforms

    • Integration planning for client services, project delivery, and billing systems

    • Vendor selection focused on professional services solutions

    • Technology risk assessment including data security and regulatory compliance

    • Support for critical technology decisions during peak business cycles

    Benefit from our unique combination of technology expertise and professional services experience.

    Duration: 6 month minimum

  • When you need hands-on technology leadership that understands professional services delivery, our CTO Engage service provides dedicated support.

    We become part of your team, offering:

    • Ongoing oversight of technology operations

    • Implementation of accounting and consulting software solutions

    • Integration of client service, project management, and billing systems

    • Data integration and transparency

    • Management of technology vendors and partnerships

    • Development of security-focused technology practices

    • Regular reporting to board and stakeholders

    Get expert technology leadership that understands your business at a fraction of the cost of a full-time CTO.

    Duration: 3 month minimum