This is one of the our most valued services! We believe that you should NEVER be met with an unplanned large expense for your IT. We carefully track all equipment, licensing, and how your technology works in your business, so that we can help you plan out improvements and replacements well in advance.

As we meet with our clients to review their 2018 12-month rolling budgets, and we determine the timing for replacing equipment, upgrading licensing or moving applications to the clouds, it’s awesome to see how invested our clients are in staying competitive. It used to be rough going to convince a business owner to spend money on keeping the PC’s updated, for example, as they didn’t really get the return on their investment. Now, however, with the PC’s being so powerful and being the main driver behind the productivity levels, everyone’s getting it: Fast and clean PC’s = happy employees and more productivity.

The latest and best software also gives you a competitive edge. Customers appreciate technology being used wisely.


To help our clients prepare for our regular meetings, we send them a planning card in advance. They keep the card on their desk and check items on our suggested “topics to discuss” list, and add things to bring up with us as they come up, so that we can have more talking points when we arrive to do the technology planning.

And we demo everything. We LOVE the software we use. Like Skype for Business. Like SharePoint. Like Mail Chimp. Like the Adobe Creative Suite. Like SonicWall reporting … you get the picture.


Sample 12-month rolling budget review with all IT line items included

If you’re facing a large upgrade cycle in 2018, you might consider the tax benefits (section 179) of getting those booked this year for the 2017 taxes. Check with your CPA- but did you know …

50% Bonus Depreciation will be extended through 2019. Businesses of all sizes will be able to depreciate 50 percent of the cost of equipment acquired and put in service during 2015, 2016 and 2017. Then bonus depreciation will phase down to 40 percent in 2018 and 30 percent in 2019.

IMPORTANT: Section 179 for Current 2016 Tax Year (This Year)
Section 179 can provide you with significant tax relief for this 2017 tax year, but equipment and software must be financed and in place by midnight December 31, 2017. Use this 2017 Section 179 Calculator to see how much the Section 179 tax deduction can save your company…

If your IT consultant isn’t having this conversation with you, and providing you a spreadsheet that looks like this, then call us. It NEVER hurts to have a second bid on a big project--You have nothing to lose! And don’t forget – if your on-staff IT guy is planning a big project for you, but could use an extra pair of hands – or project management help – or someone with Level III Engineering skills (programming firewalls, migrating on servers to the clouds, etc.), we work very well as augmented staff when needed!