IT Upgrade (Digital Transformation)

## IT and Workflow Consultant for Small CPA Firm We own a growing tax and accounting firm with 1–5 employees and 3+contractors. I am looking for an IT consultant to review our current technology, security, and workflow and recommend practical improvements. We currently use Microsoft Windows, Google Workspace, Dropbox, Google Sheets, WhatsApp, tax software, and a VPN. The consultant should review: * Passwords and user access * VPN configuration and security * Network security and design * Google Workspace administration * Dropbox administration and permissions * Employee and contractor access * Data backup and recovery * Email accounts and shared company addresses * Current workflow and communication methods * Sales, client onboarding, document collection, and tax-return workflow * Whether we should improve our current tools or adopt a new workflow system The goal is to document our current process, identify security and efficiency issues, and create a simple future-state plan. ### Required Skills * Business with 1–9 Employees * Dropbox Administration * Google Workspace Administration * Microsoft Windows * Network Administration * Network Security * VPN Configuration and Security * Workflow Optimization Experience working with accounting, tax, legal, or other professional-services firms is preferred. I will leave you a stellar 5/5 review !!! ;-)