TECHNOLOGY
PLANNING
GUIDE
Are you getting the most value out of your IT spend?
CPAs invest a lot of time and money in the documents they create.

Business owners fall into two camps:
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They know they need to make changes, but they don't know where to start.
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They know technology can help them grow their business, but they don't know how.
Why work with us?
There's a reason why we say: "Relax, we've got you."

We understand, that's why we started our company in the first place.
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Are security and IT backups keeping you up at night? Are you fed up with skyrocketing costs and unsure you need to spend so much on IT? Do you have a nagging hunch your IT people aren't being totally honest with you? Does the thought of outsourcing your IT seem daunting and expensive?
Our free IT planning guide will reveal gaps and oversights in your technology, afterwards we can show you how to eliminate all your IT problems and never pay for unnecessary IT expenses again.
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Find out why all of our clients and employees feel like they have been "adopted."
As a business owner, it's rare to find a partner that you feel truly has your best interests at heart. We do.
Change can be scary.

A Welcome from Brett Helgeson
Why Adopt is the best IT partner choice for your CPA firm.
We care about:
Ensuring your firm is ready for growth.
Protecting one of your greatest assets, your data.
24-7/365 relentless customer service.
Saving you time and money.
Ensuring you have access to your data from anywhere.
Not nickle and dime-ing you.
Protecting you from cyber threats.
Making sure you have no downtime or interruptions.
Never confusing you with tech speak.
Speeding you through those "oh &^%$*" moments.
Schedule a readiness assessment call.
You can schedule a 15-minute complimentary consultation that fits your availability by using the widget to your below. Or, you can always call our sales department anytime at 1-844-335-0053.
Don't take our word for it.
"Adopt hosts all of our data in the cloud. Now I don't have to worry about the things that kept me up at night when everything was on our servers. A human being answers the phone and helps us quickly. There are a lot of cloud computing solutions out there, and it's hard to tell them apart. For Adopt the distinguishing factor is their relentless customer service. They take that seriously. As a business owner, when your people need access to tech support knowing we don't have to wait a day or a week but have a resolution in minutes is the most outstanding thing about them."
--Scott Weiss, Weiss Brown

Why the cloud?
Do you think technology moves at a fast pace? We do. Are you concerned about how cyber threats could impact your firm? We are. That is why we have built a system based on the latest technology, with the best software, hardware, and services — built for today’s technology environment that we continually reinvest in and transform to meet the needs of the changing technology landscape. A system that most firms would never be able to justify building internally ... now at your fingertips.
Why us?
As one of the most renowned technology companies in Arizona, we have a client satisfaction rate of 99% and a retention rate of 97%. We understand the needs of your users, and we provide them with support from a living, breathing person who answers the phone 24-7/365. Our award-winning-follow-the-sun-service means you can rest assured your data is safe and your staff is taken care of, all hours of the day.
Save money!
Our typical target client saves upwards of 34.6% in annual costs when they switch to Adopt. Why? Well, for starters, we don’t confuse you. We examine your needs and price out your monthly spend, and all clients understand fully every line item. Also, we’ll never sell you something you don’t need. In fact, we protect your blind side, keeping you from making unnecessary purchases, negotiating better third-party contracts, and more. We are your partner, not just a vendor.

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We will never confuse you with tech speak. We speak plainly and cheerfully, and we are relentless with our approach to customer service. In fact, we have many CPA clients so we can get you up and running fast.
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We are honest. We will never sell you something you don’t need, and we often protect you from making the wrong decisions about your IT that would otherwise cost you and line our pockets.
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We understand that time is money. You have more important things to do than to call us, so we thoroughly train your users, and we move quickly to resolve any issues that arise.
We promise:
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We deliver extensively more value for your investment. Our Fortune 500 level capabilities and service are typically out of reach for smaller CPA firms.
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We protect you, even on the go. Need to access your data from a client site? From your phone? Rest assured, we ensure none of your data is stored on your phone; it’s stored remotely and protected from bad actors.
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When you transition to Adopt it’s smooth sailing: no downtime and no interruptions for your team.
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We are business owners first, a technology company second, so in that regard, we know what your pain points are, and we help you overcome them. We are excited about a healthy and prosperous community.
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There are no surprises. We are honest and upfront and have no interest in taking advantage of your firm.
We support multiple years and multiple versions of accounting software. All protected. All in the cloud.

