Trusted by 50+ Modern Accounting Firms

Automation & Advisory

You can’t scale what’s still manual.
Trusted by Accounting Firms That Are Leading the Way
Trusted by Accounting Firms That Are Leading the Way
The Real Deal

Scalable Solutions

  • You’ve added more apps.
  • You’ve added more people.
  • You’ve  automated more tasks.

You’re double-checking logins, recreating steps, following up on follow-ups. And every new client or staff member adds more to your plate — instead of less. That’s not growth. That’s survival.

The Truth?

You don’t need another app. You need to make what you already have work better — together.
Benefits

What We Actually Do

Map out your tech stack and highlight where things are breaking
We’ll help you see the full picture — and exactly where your tools (or team) are getting stuck.
Streamline clunky workflows that slow your team down
From client onboarding to internal ops, we remove the friction and help you move faster.
Automate repetitive steps using tools you already use
No need for shiny new platforms — we unlock more value from what you already have.
Help you shift from “figure it out” to “here’s the process”
Bring clarity to chaos with repeatable, documented workflows your whole team can follow.
Give you strategic guidance every quarter so your tech grows with your firm
You’re scaling — your systems should, too. We’ll help you plan for what’s next, not just what’s now.

Why It Matters:

  • This Isn’t About Saving Five Clicks.
  • It’s About Taking Things Off Your Plate For Good.
  • You Shouldn’t Have To Reinvent Onboarding Every Time.
  • You Shouldn’t Need Five Apps And Two Meetings To Move A Project Forward.
  • You Shouldn’t Be The Only One Who Knows How Things Are Supposed To Work.
  • When You Document, Streamline, And Automate The Way Your Firm Actually 
runs — You Stop Playing Tech Jenga.
  • You Start Building Something That Can Scale.

Take The First Step Toward Peace Of Mind

Get a free cybersecurity check-up or schedule a strategy call to see how we can help your firm grow securely and efficiently.

Real Advisory. Not Just Recommendations.

This isn’t a “we think you should try XYZ” kind of engagement. We’re in the trenches with you.

You’ll get clear next steps. Actionable Solutions. And a partner who can actually implement what you decide.  Because strategy without execution is just another meeting.
Our framework

The Tsquared Framework

This is how we future-proof your firm — and reduce the daily chaos along the way.

Protect

Secure your firm’s future — with systems that don’t leave you guessing.
  • Real-time threat monitoring
  • Audit-ready documentation
  • Full visibility into access
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Data Encryption
Threat Detection
Compliance Ready

Enable

We give you the foundation to grow — without sacrificing security or control.
  • Prevent breaches before 
they happen
  • Stay prepared for insurance 
and compliance audits
  • See exactly who has access
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Real-time threat monitoring
Audit-ready documentation
Full visibility into access

Optimize

We fix what’s clunky, automate what’s repetitive, and streamline what’s messy.
  • Workflow mapping & tool analysis
  • Automation using your existing 
stack
  • Strategic process redesign
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Get more done with fewer clicks
Cut back on manual busywork
Create systems your team actually follows

Advise

With strategy, compliance coaching, and hands-on planning, you’ll always have a clear path forward.
  • Strategic tech planning
  • FTC Safeguards & WISP 
support
  • Quarterly roadmap reviews
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Scale smart without tech headaches
Stay ahead of evolving requirements
Make confident, informed decisions

Support

From tickets to tune-ups, we’re the IT team in your corner.
  • Live threat monitoring
  • Compliance-ready docs
  • Clear access tracking
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Quick, expert support
Nothing slips through
IT help without the hires

Let’s Make Your Firm Feel Lighter

Get a fresh set of eyes on your tech stack and workflows. We’ll help you clean it up, streamline it, and scale it — without the guesswork.

How We Help

Every System Should Support Your Strategy.

Explore the full suite of solutions we use to protect your firm, streamline operations, and give you your time back.

Cybersecurity

Your reputation depends on keeping client data protected. We give you full protection and clear visibility — no guesswork required.

  • Spot Issues Before They Become Problems
  • Know Who Has Access To What
  • Train Your Team To Prevent Mistakes
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Compliance

WISP policies, FTC Safeguards, audits — it adds up.
We build your compliance foundation and keep it aligned to your real tech environment.

  • Policies That Match How You Actually Operate
  • Clarity When Auditors, Partners, Or Insurers Ask For Proof
  • A Trust-building Posture That Supports Long-term Growth
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Device Lifecycle & Warehousing

“Where’s that laptop?” should never be a question.
We manage your equipment from new hire to offboarding — without the guesswork.

  • Remote And Offshore Staff Receive Ready-to-go Gear
  • Devices Tracked, Wiped, And Repurposed Or Recycled
  • Optional Co-warehousing So You Never Have To Store Anything
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Fully Managed IT

IT should run quietly in the background — not pull you into daily distractions. We handle maintenance, support, and updates while you focus on client work.

  • Proactive System Care That Prevents Fires
  • Fast Help When Things Do Break
  • Quiet Confidence During Busy Seasons
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Our Team

Meet the Team Powering Tsquared

Guiding modern accounting firms into the future.
Process Automation Specialist

Mauricio Paramo

Client Success Specialist

Santiago Espinosa

Client Success Manager

Lucas Oyamburo

Technology Advisor

Danny Tobon

What People Say About Us

Client Interviews

Hear directly from the firms we support — real stories of how Tsquared helped them scale securely, streamline operations, and gain peace of mind.

Tsquared has been instrumental in scaling my business. Tsquared does so much more than just IT support – they’ve become a strategic partner for me. They take the time to learn about your business, understand the challenges that you face and suggest an IT solution when and where appropriate. They simply are a must-have solution for any business or organization.

Shane Lease
Founder & CEO

I am so supported by Danny and his team that it feels like my small business has its own full-time IT department. Danny takes the time to understand me, how my business runs, and my needs around protecting sensitive information. I have confidently and cheerfully recommended him to others, and the feedback I get from them echoes my own satisfied and grateful experience.

Alicyn McLeod
Founder & Tax Advisor

“I don’t leave home without my Tsquared Technologies team! In fact, I never need to leave home now because Tsquared helped me transition my CPA firm to operate 100% virtually! Having an information security partner is paramount in this industry, and I am very grateful for Danny Tobon and the support of his incredible team.”

Matt Evers
Founder & CPA

I have been working with TSquared for a few months and I am so pleased with the work that they do. They are proactive and organized and really help me stay on top of security and all IT concerns for my firm.

Sabrina Parris

Tsquare has reduced our risk exposure and given me so much peace of mind and confidence in our cloud-based systems that I can focus on growing the business instead of worrying about IT.

Brandon Hall

Danny, Javi, and the whole Tsquared crew are THE BEST! They feel like an extension of our business. Always available, always friendly, always looking out for the best interests of the firm and our employees.

Sandy Johns
Frequently Asked Questions

Automation & Advisory FAQs

No more juggling vendors, chasing support tickets, or wondering if your systems are secure. Here’s what you need to know about how Tsquared keeps your firm running smoothly — and scales with you as you grow.

Will this replace our apps?

Not unless they need to be replaced. Most firms just need smarter configuration and better integration — not a full rebuild.

Can you help document our processes?

Yes. We’ll help you capture, streamline, and templatize what’s working — and eliminate what’s not.

How do you know what to automate?

We look at repeatable tasks, areas where humans are introducing risk, and steps that slow your team down. From there, we build automations inside the tools you already use.

Is this just for big firms?

Nope. This is for any firm that’s growing fast and doesn’t want to build a shaky foundation.

Are you just a help desk or a full partner?

Tsquared is a comprehensive technology advisor. We act as your virtual CTO—guiding tech decisions, managing vendors, aligning compliance, and staying one step ahead of what your firm will need next.

Is this service a good fit for small accounting firms?

No. We can work in collaboration with your automation team. Most accounting firms act on automations without seeing the big picture. This is where a strong plan can help your team to save time and effort. Think of us as advisors guiding you along the way to make the right decisions.