Industries
IT Support for Accounting and Financial Services
IT for practices that hold other people's financial lives, carry credentials attackers want, and cannot afford a bad week in March.
40+ years of combined experience · Flat monthly pricing
An accounting practice concentrates two things that rarely sit together: highly sensitive client data, and a workload that triples for a few weeks a year. Both shape what good IT looks like here, and neither is well served by a generic support contract.
The data side is straightforward to state and easy to underestimate. A practice holds identity documents, banking details, business records and filing credentials for dozens or hundreds of clients. That is a more attractive target than any single one of those clients would be alone, and attackers have worked this out.
The seasonal side is the part general providers miss. Capacity that is comfortable in September is not comfortable in April, and the worst possible time to discover a slow file share, an expired certificate or a backup that has quietly been failing is the week everything is due.
What we handle for accounting & finance
Business Cybersecurity
Account, email and device protection sized for a practice holding client financial records, with monitoring rather than a set-and-forget install.
Managed IT Services
Helpdesk and monitoring that gets heavier before a deadline season, not after it, on a flat monthly rate.
Backup Solutions
Restore-tested backups of working papers, client files and the practice software, retained to match your own retention position.
Full Networking & Wi-Fi
Capacity and remote access checked before the season, so a busy week is not also a slow one.
VoIP Phone Systems
Phone handling that copes when the call volume changes shape for six weeks of the year.
Website Hosting & Design
Hosting and a site kept secure and quick, including whatever client portal sits alongside it.
What's different about this work
A concentration of other people's financial data
One practice holds what would otherwise be scattered across hundreds of separate businesses, which changes the risk arithmetic entirely. The controls that matter are the dull ones: multi-factor authentication on every account without exception, access scoped so staff reach the clients they actually work on, devices that are managed rather than merely owned, and monitoring that notices an unusual sign-in rather than discovering it in a post-mortem.
Credentials that are worth more than the files
Filing and e-file credentials, portal access, banking connections and the authenticator apps attached to them are the real prize, because they let someone act as the practice rather than merely read what it holds. They deserve to be treated differently from ordinary passwords: stored properly, shared through something built for it rather than a spreadsheet or a message thread, revoked promptly when someone leaves, and protected by a second factor that is not a text message.
A season that will not move
Deadlines do not accommodate infrastructure. We would rather look at capacity, licensing and hardware in the quiet months and go into the busy period having already broken whatever was going to break. The corollary is that during the season the posture changes: nothing non-urgent gets touched, and changes wait unless leaving them is the greater risk.
Invoice and payment fraud aimed at the finance function
Practices get targeted both directly and as a route to clients, usually through a convincing email about a payment or a change of details. Email authentication makes the firm's name harder to borrow, multi-factor authentication makes a mailbox harder to take over, and an agreed verification step on any banking change makes the remaining attempts fail. Each is cheap; the combination is what works.
Systems we expect to find
These are the systems the work actually runs on, and the ones a general IT contract tends to leave to the software vendor. We treat them as in scope.
- Tax preparation and filing software
- Bookkeeping and ledger platforms
- Client portals and document exchange
- E-file and regulator credentials
- Working paper and engagement files
- Payroll systems
- Practice management and scheduling
- Secure document signing
- Banking and payment connections
- Retention-bound client archives
What the businesses we look after say is on our testimonials page.
Common questions
Can you work around our busy season?
We plan around it deliberately. The substantial work — capacity, hardware, licensing, anything with a risk attached — happens in the quiet months, so you enter the season having already found the problems. During it, we do not make non-urgent changes, and the standing instruction is to keep you working rather than to keep a project moving.
How should we be handling filing and portal credentials?
Not in a spreadsheet, and not in a message thread. They belong in something built for shared secrets, with access granted per person, an actual record of who holds what, and removal that happens when someone leaves rather than eventually. Where a second factor is available it should be on, and where you can choose the type, an app or key rather than a text message.
Are we too small to be a target?
It is the wrong frame. A practice is attractive because of what it concentrates, not because of its own size — the client data of a hundred businesses sits in one place with one set of defences. Small practices are targeted routinely, usually by attacks that are not aimed at anyone in particular and simply find what is exposed.
Do you support cloud accounting platforms?
Yes, and we treat the accounts and devices reaching them as the thing that actually needs protecting. When the software is hosted by somebody else, the practice's remaining exposure is almost entirely identity and endpoint: who can sign in, from what device, with what second factor, and what happens when someone leaves.
How is your pricing structured?
A flat monthly rate per user, quoted after a free assessment. It does not change during your busy season, which is deliberate — that is when hourly arrangements get expensive and when you least want to be weighing a support call against its cost.
Further reading
Protect your business from these common financial phishing scams
The $20,000 Email: How a Hacked Inbox Can Drain Your Bank Account Overnight
A true-to-life story of how a single compromised email account led to $20,000 stolen from a business bank account — and the layers of protection that stop it from happening to you.
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We cover this work across every area we serve — these are where it comes up most. On-site response differs by location, and each service area page states its own position.