IT Solutions for Accounting and Finance Services

Criminals focus on financial service firms because that is where the wealth and money are.

Unfortunately, many of these firms lack the necessary resources and internal expertise to effectively handle complex threats and the growing demands of regulatory oversight such as SEC and FINRA.

The Finance industry has highly specialized needs to store and process data as well.

We offer comprehensive IT, Security and Compliance solutions for Accounting, PE, VC, Wealth Management and Family Offices.

Private Equity - Private equity firms prioritize maximizing Return on Investment (ROI). They require reliable availability of their IT platforms and expert, immediate support. Our partnership with numerous private equity firms involves providing guidance on best practices, ensuring they can concentrate on generating profits for their partners.

Venture Capital - VCs heavily rely on technology to assess investments and manage their portfolios. Their focus should be on deals rather than the maintenance of IT platforms. We assist VCs in utilizing technology to enhance relationship management and transparency, allowing them to maximize their time and talent in deal-making.

Family Offices - Family offices are known for delivering exceptional service to their high net worth individuals and families, who in turn expect the same level of service from their IT providers. We offer expertise and highly responsive support that allows family offices to concentrate on serving their clients without IT concerns.

Wealth Managers - Financial advisory firms face the challenge of ensuring compliance with a growing array of ever-evolving regulatory requirements. They require IT solutions that enable them to effectively maintain and verify their compliance status.

Top IT Challenges for Accounting & Financial Services

The financial and accounting industry faces a range of IT challenges due to the nature of their work and the sensitive data they handle:

Cybersecurity Threats

With the vast amount of financial data they manage, financial and accounting firms are prime targets for cyberattacks.

They must constantly defend against threats such as data breaches, ransomware, phishing attacks, and insider threats.

Data Privacy and Compliance

Strict regulations like FINRA, SOX, and industry-specific regulations require firms to protect client information.

Ensuring compliance with these regulations while managing and storing sensitive data is a significant challenge.

Legacy Systems and Integration

Many firms still rely on legacy systems that are difficult to update or integrate with modern technologies.

This can lead to inefficiencies, errors, and difficulties in adapting to new requirements.

Cloud Adoption and Security

The move to cloud-based systems offers flexibility and scalability, but it also introduces new security concerns.

Firms must ensure the security of their data in the cloud and manage the transition from on-premises systems smoothly.

Fraud Detection and Prevention

Detecting fraudulent activities in real-time is essential for financial institutions. They need robust IT systems

that can analyze large volumes of data to identify suspicious patterns and transactions.

Remote Work Challenges

The shift to remote work during the pandemic highlighted the need for secure and efficient remote access

to systems and data. Ensuring that remote employees can work effectively while maintaining security is an ongoing challenge.

How We Address the IT Challenges for Financial Industry

Addressing these challenges requires a strategic approach to IT management, including robust cybersecurity measures, regular updates to systems, investment in modern technologies, employee training, and close collaboration with IT experts and regulatory bodies.

  • Create an audit-ready IT environment via our managed Compliance
  • Governance, Risk & Compliance (GRC) support
  • True fixed-cost managed IT. No nickel & diming
  • 247 Security Operation Center (SOC)
  • IT & Cybersecurity training for all staff
  • CloudDesktop (virtual desktop) for remote staff
  • Data Loss Prevention (DLP) to monitor & protect sensitive data
  • IT & Security roadmap and budget creation
  • Backup and DR plan creation and testing
  • Work-from-home policy implementation
  • Onboarding and offboarding process creation

Our IT Services for Accounting & Financial Services

Managed IT

We’ll manage all of your IT services for a flat-rate fee.

Managed Cybersecurity

Protect your data, protect your business.

Managed Backup &
Business Continuity

Prevent the unexpected from ruining your company.

Managed Cloud

Our solutions are fully scalable and available for a flat-rate fee.

Managed VoIP Phones

We'll make sure your communication needs are met.

Managed Compliance

Be ready when a HIPAA audit happens.

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What Sets Our Managed IT (totalCARE)
Apart & Impacts Our Clients' Success?

  • MSP501 Ranked #1 in Bay Area, #9 in California
  • Google 150 Plus Reviews
  • CRN MSP500 Award
  • Top IT Bay Area
  • MSSP Top Security Award
  • Clutch Top IT & Cybersecurity California
  • UpCity Excellence Award San Jose
  • CloudTango Top MSP Bay Area
  • Great Place to Work Certified

TruAdvantage by the Numbers

There is a reason that our Managed IT has over 14 awards by IT Committees (CRN, MSP501) & 150 plus five-star reviews on Google by our clients.

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