Accounting and Financial Services

We have worked with small and mid-sized Accounting and Financial Services business since our founding. You can count on us to be sensitive to your special needs and concerns, like information privacy, access controls, reliable backups, and secure access to your data from anywhere. Tax professionals, insurance agencies, financial advisors, and others in this vertical have used our services, and we can provide you references of our work for you to contact yourself. Your peace of mind is important to us!

Non-Profit Organizations

We love working with non-profits! Because of our low overhead as a small business, we have very competitive pricing. We can provide you references to current and past customers who can speak to our integrity, reliability, and the quality of our work.

We offer services on an as-needed basis or service contracts with discounted rates. We know about resources for low-cost or free software and hardware for your organization, and are familiar with the processes you need to go through to avail yourself of these benefits. We want to know about your vision, mission, and values, so we can better support you in achieving them.

Contact us today for a no-cost needs assessment at your location.

CLIENT PROFILE - Communities Actively Living Independent and Free

CALIF contacted us on a referral from their CPA firm. They were having issues with the reliability and availability of their IT service provider. We have helped them coordinate an office relocation, move to a new Microsoft Small Business Server, and provide consumer access to the internet in a secure, reliable way. We also helped them manage IT costs by providing a monthly service contract basis for billing so they can budget their costs predicatbly.

CLIENT PROFILE - Williams and Michaels Financial Services

We have been with this company since as they have grown from a CPA firm to a full-range financial services and wealth-management company. They moved from a Windows XP peer-to-peer network to a multi-server Windows 2003 and Exchange 2003 infrastructure. Principals access corporate systems securely from their home or laptop computers, and have full email and collaboration functionality from their Smartphones. We have assisted them with technology lifecycle management, allowing them to maximize the useful life of captial assets, and have ensured their systems are maintained regularly and operate reliably.