Strategic Technology Transformation Plan
Stop Wasting Money on Technology. Start Investing with a Clear Roadmap and a Smart Budget
As a small business owner, your technology is likely a "patchwork quilt." You have one app for invoicing, another for project management, a different one for your email list, and your accounting software. Do they talk to each other? Probably not.
This "Franken-stack" isn't just inefficient; it's expensive. You're paying for duplicate subscriptions. You're wasting time on manual data entry. And you're making reactive, panicked decisions when something breaks.
It's time to stop buying tech and start investing in a strategy.
Fred Lundin CPA provides a solution that bridges the gap between technology and finance. We create a strategic technology plan that starts with your business goals and your budget, ensuring every dollar you spend on tech delivers a clear, measurable return.
What We Do: Your Technology Roadmap
We provide a comprehensive, 3-step process to take you from tech chaos to tech clarity.
Current State Audit & Review
We start by taking a complete inventory of your entire technology stack.
- What are you using? We catalog every piece of software, hardware, and subscription.
- What are you using? We catalog every piece of software, hardware, and subscription.
- What are you paying? We uncover your true, total tech spend, identifying "subscription bloat" and redundant tools.
- What are you paying? We uncover your true, total tech spend, identifying "subscription bloat" and redundant tools.
- How does it work (or not)? We analyze your current workflows to find bottlenecks, security gaps, and data silos.
- How does it work (or not)? We analyze your current workflows to find bottlenecks, security gaps, and data silos.
Strategic Goal & Budget Alignment
We don't recommend a single tool until we understand your goals. Are you trying to scale? Improve remote work efficiency? Automate manual tasks? We then align these goals with a realistic technology budget, grounding your "wish list" in financial reality.
The Technology Transformation Plan (Your Roadmap)
This is your deliverable: a clear, actionable plan. It's not a 50-page binder; it's a step-by-step guide that outlines:
- What to Keep: The tools that work and provide value.
- What to Cut: Redundant subscriptions and legacy software that are draining your budget.
- What to Add: A prioritized, one- to three-year plan for new technology investments, complete with an approved budget and expected ROI.
- How to Integrate: A plan to make your core systems (like accounting, sales, and operations) "talk" to each other to save time and reduce errors.
The CPA Difference: Why Not Just Hire an IT Guy?
An IT provider's job is to sell and install technology. Our job is to protect your profitability and compliance.
- We Are Vendor-Agnostic: We partner with a variety of software and hardware solutions that solve problems small business owners face. We don't work for the companies. Our true incentive is to find the most cost-effective, efficient solution for you.
- We Are Vendor-Agnostic: We partner with a variety of software and hardware solutions that solve problems small business owners face. We don't work for the companies. Our true incentive is to find the most cost-effective, efficient solution for you.
- We Start with Budget & ROI: We are CPAs. We will never recommend a $500/month piece of software unless we can clearly demonstrate how it will save you $1,000 in time, reduce errors, or open a new revenue stream.
- We Start with Budget & ROI: We are CPAs. We will never recommend a $500/month piece of software unless we can clearly demonstrate how it will save you $1,000 in time, reduce errors, or open a new revenue stream.
- We Understand Your Whole Business: We already understand your financials, your tax structure, and your core business data. We connect your tech strategy to the entire business, not just the IT closet.
- We Understand Your Whole Business: We already understand your financials, your tax structure, and your core business data. We connect your tech strategy to the entire business, not just the IT closet.
- A Focus on Compliance & Security: We view your technology through the lens of risk. We ensure your plan includes provisions for data security, customer privacy (CCPA), and financial compliance.
- A Focus on Compliance & Security: We view your technology through the lens of risk. We ensure your plan includes provisions for data security, customer privacy (CCPA), and financial compliance.
Is This Service Right for You?
This service is a perfect fit for the business owner who:
- Feels they are "hemorrhaging" money on software subscriptions.
- Feels they are "hemorrhaging" money on software subscriptions.
- Is frustrated that their team is still doing manual data entry.
- Is frustrated that their team is still doing manual data entry.
- Has a "messy" collection of apps that don't work together.
- Has a "messy" collection of apps that don't work together.
- Doesn't know what to budget for technology and is afraid of making a bad investment.
- Doesn't know what to budget for technology and is afraid of making a bad investment.
- Wants a proactive, long-term plan to make their business more efficient and profitable.
- Wants a proactive, long-term plan to make their business more efficient and profitable.
Take Control of Your Business Technology
Let's build a smart, strategic plan that turns your technology from a cost center into your greatest competitive advantage
