Technology Transformation
From Technology Chaos to Strategic & Profitable Roadmap
For most small businesses, "technology" is just a messy, expensive patchwork of apps, subscriptions, and hardware. It's a source of constant frustration—from messy conference room cables to a "subscription creep" that silently drains your bank account. You're stuck in a reactive loop, making rushed decisions when things break instead of following a proactive plan.
It's time for a new approach.
At Fred Lundin CPA, we bring a financial-first, strategic mindset to your entire technology ecosystem. We're not an IT sales team pushing a specific brand. We are your vendor-agnostic, budget-focused advocate. We create a long-term technology plan that cuts costs, improves efficiency, and aligns every tech dollar you spend with a clear, measurable business goal.
Our Technology Consulting Services
Our Services are designed to work together, taking you from audit and planning to full-scale technology plan implementation
Strategic Technology Transformation Plan
This is the foundation. We audit your entire tech stack, find out what you're really spending, and identify every inefficiency. We then create a multi-year roadmap and budget to help you cut waste and strategically invest in tech that delivers a real ROI. Learn More
Software Subscription Analysis & Cost Management
Stop the "SaaS bloat" and "subscription creep." We dig into your books to find every recurring software charge, identifying redundant tools, unused licenses, and "zombie" subscriptions. We help you take back control and cut your software spend. Learn More
5G Connected Workspaces & Technology
Cut the cord on slow, overpriced cable. We manage your transition to a faster, more flexible 5G-powered business (leveraging T-Mobile, AT&T, or Verizon), providing secure, high-speed internet and connected devices for your office or remote team. Learn More
Smart Conference Room & Workspace Implementation
Stop wasting the first 10 minutes of every meeting. We manage the entire process of designing and installing a modern, reliable "one-touch" smart conference room. We source premium brands through our partners (D&H, IngramMicro) and manage the project so your meetings just work. Learn More
The CPA Difference: Why Trust a CPA with Technology?
Why hire a CPA firm to manage your technology strategy? Because a typical IT provider's goal is to sell you more tech. Our goal is to protect your bottom line.
- We Are 100% Vendor-Agnostic: We do not sell hardware or software. We don't take commissions. Our only incentive is to find the most cost-effective, high-performance solution that fits your budget.
- We Start with Budget & ROI: We are finance professionals first. Every recommendation we make starts with your budget and is justified by a clear, measurable Return on Investment (ROI).
- A Single, Trusted Partner: Stop trying to coordinate an A/V installer, an internet provider, and a software vendor. We act as your single point of contact and project manager, handling all the complexity so you can run your business.
- We See Your Whole Business: We already understand your financials, your data structure, and your compliance needs. This allows us to build a tech strategy that supports your entire business, not just one part of it.
Ready to Build a Tech Stack That Pays for Itself?
Let's stop wasting money on technology that doesn't work and causes tech chaos within the business by building a strategic technology plan that turns business technology into a competitive advantage of the business.
Let's stop wasting money on technology that doesn't work and causes tech chaos within the business by building a strategic technology plan that turns business technology into a competitive advantage of the business.
