Accounting & Financial IT

In Finance & Accounting, Data Integrity Isn't Just a Goal—It's a Requirement.

Is Your IT Partner Truly Compliant, Secure, and Ready for Peak Season?

For CPA firms, financial advisors, and insurance agencies, technology isn’t a convenience; it’s the bedrock of your reputation. A single data breach, compliance failure, or system outage during tax season can be catastrophic.

We provide specialized Managed IT Support for the financial services industry, delivering fortified cybersecurity, audit-ready compliance, and high-availability infrastructure. Our proactive approach ensures your client data is protected, your operations are resilient, and your technology is a strategic asset that fosters client trust and drives firm growth.

See Our Statistics from Last Year

Terabytes Backed Up

Businesses Managed

Data Breaches

100

Servers Launched

Specialized IT Services for the Financial & Accounting Sector

Technology Built on a Foundation of Precision, Confidentiality, and Uptime

The financial industry operates on a foundation of trust, and the technology that underpins it must be held to the same exacting standards. Unlike generic IT support, our services are specifically designed for the high-stakes environment of accounting firms, wealth management groups, and insurance agencies. We understand that your operations demand absolute precision, ironclad confidentiality for client data, and zero tolerance for downtime, especially during critical periods like month-end closing or tax season.

Our entire service model, from our proactive monitoring to our rapid-response Help Desk & User Support, is built to meet these stringent requirements. We provide the stability and security you need to focus on what you do best: serving your clients.

A Strategic Partner Who Understands Your Business

We go beyond simple troubleshooting to act as your strategic technology partner. Our Strategic IT Consulting (vCIO) services are designed to help your firm leverage technology as a competitive advantage. This means understanding your firm’s specific goals—whether that’s improving workflow efficiency, enhancing client communication portals, or scaling your infrastructure for growth.

We work with CEOs and Business Owners to build a technology roadmap that aligns with your long-term objectives. By partnering with a team that speaks the language of finance, you can make more informed technology investments, streamline operations, and ultimately improve your firm’s profitability and client satisfaction.

Fortified Cybersecurity for Sensitive Financial Data

Protecting Your Firm and Your Clients from Sophisticated Threats

Financial services firms are a primary target for sophisticated cyberattacks due to the immense value of the client data they hold. A single breach can lead to devastating financial loss, regulatory fines, and irreparable damage to your reputation.

Our multi-layered Cybersecurity & Compliance solutions are designed to fortify your defenses. We deploy and manage enterprise-grade security tools, including advanced Firewall & Network Security, to create a hardened perimeter around your network, protecting sensitive client information, financial records, and proprietary data from unauthorized access.

Advanced Threat Detection, Response, and Employee Training

Preventing an attack is only half the battle. Modern cybersecurity requires the ability to identify and neutralize threats that have already bypassed initial defenses.

Our Security Operations Center (SOC) provides 24/7 monitoring and Managed Detection & Response (MDR), allowing our security experts to actively hunt for and respond to threats in real-time.

We also implement secure User & Access Administration protocols, including Multi-Factor Authentication (MFA), alongside employee training to protect against phishing, business email compromise, and other human-targeted attacks.

Is Your Network Secure?

Review Our Checklist on How You Can Prevent Data Breaches in Your System.

Navigating the Complex Landscape of Financial IT Compliance

Achieving and Maintaining Audit-Ready Regulatory Adherence

The financial industry is governed by a complex web of regulations designed to protect consumer data. Failure to comply can result in severe penalties, legal liability, and loss of client trust.

We help firms achieve and maintain PCI DSS Compliance for secure payment processing. Our experts also support adherence to federal regulations like GLBA and SOX, which mandate specific protections for financial information.

SOC 2 Readiness and Comprehensive Data Governance

For firms that serve other businesses, demonstrating security posture via SOC audits is becoming standard. We provide SOC 2 Readiness consulting, implementing the controls and policies necessary for successful audits.

Our Data Encryption & Security solutions protect data both at rest and in transit, while detailed logging and reporting provide the audit trails necessary to prove adherence to compliance standards.

High-Availability Infrastructure: Maximizing Uptime During Peak Seasons

Ensuring Your Systems Never Fail When You Need Them Most

Downtime during tax season or market volatility can be catastrophic. We design and manage resilient Network & Infrastructure solutions.

Our Network Operations Center (NOC) provides 24/7 proactive monitoring of servers, networks, and applications, resolving issues before they impact productivity or client service.

Leveraging Secure Cloud Solutions for Flexibility and Performance

We help firms migrate to secure Cloud Solutions like Microsoft Azure and Amazon Web Services (AWS).

This includes hosting accounting software, deploying virtual desktops for secure remote access, or leveraging scalable Server Virtualization Platforms.

Cloud adoption also enhances Backup & Business Continuity capabilities, ensuring recoverability in case of disaster.

Some Areas We Specialize In

Microsoft 365 & Azure

From email to infrastructure, we support, secure, and manage Microsoft 365 and Azure environments for productivity, collaboration, and uptime.

Network Deployment

We deploy and maintain Cisco-based networks, firewalls, and voice solutions—ensuring secure, high-performance communication across your organization.

Firewall Management & Threat Prevention

Our team configures, monitors, and maintains advanced firewalls to block threats before they reach your network—without slowing down your team.

Google Workspace & Cloud Integration

We help you migrate, configure, and secure Google Workspace for fast, safe, and compliant collaboration across remote or hybrid teams.

CAD, Autodesk, & Bluebeam Support

Whether you’re running AutoCAD, Revit, or Bluebeam, we optimize your hardware and software environment for high-performance rendering and collaboration.

Cloud & Virtualization Platforms

We support AWS, Azure, and VMware environments—whether you're migrating to the cloud, managing virtual machines, or securing hybrid systems.

Optimizing Your Core Financial Software & Applications

Expert Support for Your Mission-Critical Accounting and Financial Platforms

We provide expert Financial Software Support for QuickBooks, Sage, Thomson Reuters CS, Drake Tax, Lacerte, and other accounting/tax platforms.

Our team handles updates, performance tuning, and troubleshooting so your staff can focus on client work, not IT problems.

Ensuring Seamless Software Integration and Data Flow

Disjointed systems waste time and increase errors. We help streamline workflows by supporting ERP & CRM Systems, ensuring they are properly integrated and secured.

By optimizing data flow, we provide your team with a single source of truth for client and firm information.

Comprehensive Data Protection and Business Continuity

A Multi-Layered Strategy for Protecting Your Most Valuable Asset

Your data is your most valuable and vulnerable asset. We implement robust Data Encryption & Security, access controls, and monitoring to protect client confidentiality and meet compliance mandates.

Robust Backup, Disaster Recovery, and Business Continuity Planning

We provide automated, encrypted, and regularly tested Backup & Business Continuity solutions.

Our disaster recovery services go further, ensuring your entire IT environment can be restored quickly after an incident. By testing and documenting recovery plans, we help your firm minimize downtime and continue operations under any circumstances.

Our Core Principles

Client-First Mentality

We take time to understand your business, listen to your needs, and tailor our recommendations to your specific goals.

Long-Term Focus

We measure success not by one-off transactions, but by the loyalty and satisfaction of our clients over time.

Efficiency Through Technology

Our mission is to help you get the most out of today’s tools — streamlining your operations and boosting productivity.

Our Locations:

Seattle Address:
651 Strander Blvd,
Suite 212
Seattle, WA 98188

Seattle Support Line:
206-915-8324 (TECH)

Charlotte Address:
9805 Sandy Rock Place,
Suite C512
Charlotte, NC 28277

Charlotte Support Line:
704-727-4566

Email Us: