Managed Services

Managed IT & Compliance

Enterprise-grade security, monitoring, and compliance for accounting and corporate firms — without the cost of an in-house IT department.

What we deliver

Everything your firm needs to stay secure and audit-ready.

Microsoft 365 Management

Licensing, identity, SharePoint, Teams, and email security managed end-to-end with hardened defaults.

WISP & Compliance Audits

Written Information Security Programs and readiness reviews mapped to IRS, FTC Safeguards, and SOC 2.

Network Security

Firewalls, segmentation, VPN, and intrusion monitoring that keep client data locked down.

Endpoint & Device Management

Centrally patched, encrypted, and policy-controlled laptops, desktops, and mobile devices.

Backup & Disaster Recovery

Automated, encrypted backups with tested recovery — so a ransomware event becomes a non-event.

24/7 Monitoring & Helpdesk

Always-on monitoring and patching, plus a responsive helpdesk your team can actually reach.

Flagship

Audit-ready, all year round.

Your WISP isn't a one-time PDF. We maintain a living Written Information Security Program and the evidence behind it — so when a regulator or client asks, you're ready.

  • Mapped to IRS Pub 4557, FTC Safeguards & SOC 2
  • Living policies, not a static template
  • Evidence collected and retained automatically
  • Annual review and attestation support
Compliance status · Example
Multi-factor auth Enforced
Endpoint encryption 100%
Backup verified Daily
WISP review Current
How it works

A clear path from risk to resilience.

01

Assess

We map your infrastructure, identities, and current risk against compliance requirements.

02

Secure

We close gaps — hardening identity, network, endpoints, and backups to a known-good baseline.

03

Monitor

24/7 monitoring and patching keep that baseline intact as your firm grows.

04

Report

Quarterly reviews and audit-ready documentation prove compliance on demand.

Find out where your firm stands.

Book a technology audit and get a prioritized security & compliance roadmap within a week.