Advisory & Growth / Technology Solutions

Smarter systems. Clearer data. More time for the work that matters.

The right technology does not just make your business faster. It makes it smarter. At hfco, our technology solutions help privately held, nonprofit, and family-owned businesses across industries leverage automation, AI, and business intelligence tools to reduce manual work, improve visibility, and free your people to focus on the work that actually moves the business forward.

Technology built around how your business actually works

We begin every technology engagement by understanding your business, your workflows, and your goals. Then we build and implement solutions designed specifically for your environment. 

Our services are available in structured packages or as a customized engagement, depending on your needs.

What to Expect from hfco:

Complimentary AI & Automation Evaluation

Before a great strategic plan comes a clear-eyed assessment of where you are today.

A comprehensive assessment revealing how your current technology infrastructure can be transformed to leverage cutting-edge AI and automation tools, with a practical roadmap for implementation.

"They seem to be ahead of the curve and streamline things before we even realize the need for it."

Joe McColgan, Partner

Wescott Electric

What businesses ask about technology solutions

How do I know if technology services is something our business needs?

If your team is buried in manual work, struggling with reporting, or working across disconnected systems, you’re losing time and visibility. We help streamline operations so your business can scale without added complexity.

Usually not. We focus on improving and connecting what you already use, maximizing your existing investment before recommending any changes.

Most clients see gains in efficiency, fewer errors, and clearer reporting within the first 30–60 days along with a roadmap for longer-term impact.

Our fractional model gives you experienced leadership and execution without the cost of a full-time hire.

We don’t manage technology, we align it with how your business operates and grows. Every solution is built to improve performance, not just fix problems. 

We have 3 offerings – Silver, Gold and Platinum. Each level is designed to meet you where you are today while giving you room to grow.

 

Silver establishes a strong operational foundation

Gold adds visibility, integration, and automation

Platinum delivers strategic leadership and advanced innovation.

 

We also offer customized engagements. We work with you to identify the right starting point and adjust as your needs evolve.

You’ll receive a clear, executive-level view of where your current systems are creating inefficiencies and where the biggest opportunities exist. We outline practical next steps, potential impact, and a prioritized roadmap so you can move forward with confidence. 

Meet your technology solutions advisor

Whether you are looking to streamline workflows, build better financial dashboards, or explore what AI and automation can do for your business, we work directly with your operations to design and implement solutions built around how your organization actually works.

Josh Smith

Director of Innovation
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Ken May

CPA, Partner
megan

Megan Desai

CAAS Senior Manager, Department Head
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Mig Murphy Sistrom

CPA, Director of Nonprofit Accounting & Advisory Services, Department Head
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Beth Renga

Director of Consulting Services

Explore related services from hfco

Strategic Planning

Business Advisory

Leadership & Executive Advisory

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