Secure, compliant, and ready for busy season
IT & private AI for accounting & finance
Accounting and finance firms hold some of the most sensitive data a business can, and they cannot afford downtime when deadlines hit. We deliver the security, uptime, and backups your clients expect, plus AI that takes the grind out of routine work.
What gets in your way
- Protecting highly sensitive financial and personal data
- Uptime pressure during tax and reporting season
- Secure client document exchange and retention rules
How Shield helps
- Layered security and encryption for sensitive financial data
- Rock-solid uptime and backups for crunch periods
- Secure client portals and clean Microsoft 365 management
Private AI, put to work
Hermes can answer staff questions from your procedures, summarize client documents, and speed up repetitive intake and reconciliation prep, without exposing data.
See how private AI worksThe foundation
Everything sits on solid managed IT
Managed IT & Helpdesk
Friendly, senior-level support with fast response times. We become your IT department, or back up the one you already have.
Cybersecurity & Compliance
Layered protection: endpoint security, email defense, MFA, monitoring, and security-awareness training that keeps threats out.
Cloud & Microsoft 365
Migrations, management, and optimization for Microsoft 365, Azure, and the cloud tools your team relies on every day.
Backup & Disaster Recovery
Automated, tested backups and a clear recovery plan, so a bad day never turns into a bad month.
Network & Infrastructure
Design, deployment, and monitoring of secure networks, servers, and Wi-Fi, built to scale with you.
Strategic IT (vCIO)
Budgeting, roadmaps, and technology planning from a virtual CIO who treats your goals like our own.
Other industries we serve
Let’s talk about IT for your accounting & finance business
Book a free call and we’ll show you exactly where we’d start, and what it would cost.