Executive Technology

Fractional CIO for Accounting Firms

Technology roadmaps, vendor management, and digital transformation leadership without a full-time hire.

Why Firms Choose Us

Executive Technology Leadership on Your Terms

Strategic Guidance

Get advice from former practitioners who understand accounting. Our team has lived through the same challenges you face, so recommendations are grounded in real firm operations, not theory.

Cost-Effective Leadership

Access CIO-level strategy without the $150K+ salary. You get senior technology leadership at a fraction of the cost, scaled to the hours your firm actually needs.

Navigate Growth

Scale from $400K to $1M in revenue with confidence. We help you choose the right technology investments at each stage so your systems grow with your firm, not against it.

What is Included

Comprehensive Technology Leadership

Technology Roadmap Development

We build and execute technology roadmaps aligned with your firm's growth plan. This includes digital transformation strategy, system selection, and phased implementation planning.

Cybersecurity & Risk Management

Protect your firm and your clients with security assessments, compliance oversight, and vendor evaluation. We help you meet regulatory requirements while keeping operations running smoothly.

Strategic Business Consulting

Beyond technology, we advise on market expansion, M&A readiness, and organizational development. Our goal is to align your business strategy with the right tools and processes.

Interim Executive Leadership

Need coverage during a leadership transition or a complex project? We provide interim executive management, project-based oversight, and succession planning support.

FAQ

Frequently Asked Questions

How is this different from a business coach?

Our fractional CIOs are former firm owners and technology leaders, not generic business coaches. The advice you receive is specific to accounting operations, technology stacks, and the challenges firms face at each growth stage.

How much time does this typically require?

For fractional CIO engagements, most firms work with us 2 to 4 hours per month. Coaching engagements typically run about 2 hours per month. We scale based on your needs and can increase during major projects.

What is included in a fractional CIO engagement?

You receive technology roadmaps, vendor evaluation and selection, security assessments, digital transformation strategy, and ongoing advisory support. Each engagement is tailored to your firm's priorities.

Can I try this before committing long-term?

Yes. We offer a 90-day pilot engagement so you can experience the value before making a longer commitment. Most firms continue after the pilot because the results speak for themselves.

Access Executive-Level Technology Expertise

Book a call to explore how a fractional CIO can help your firm make smarter technology decisions and scale with confidence.

Get Started Today