Pillar 1 - How we help your firm grow and make money
More billable hours, same headcount.
When your technology works, your people bill. When it doesn't, they don't. We build the environment that gets interruptions out of your team's day - so the same accountants produce more billable work without adding staff, working later, or sacrificing tax-season sanity.
What that means in practice:
Deep expertise in the software your firm actually runs - Practice CS, UltraTax, CCH ProSystem fx, Sage - so performance issues get resolved by someone who's seen your exact workflow before
Direct vendor coordination with your accounting software providers, so when something breaks mid-return we handle the technical conversation on your behalf - you don't explain your environment twice
Hardware and peripheral environments tuned for document-heavy accounting workloads, because a scanner that jams on the 40th return of the day is a billable-hour problem, not an IT problem
Cloud migration and modernization projects that typically return their cost within 9 to 14 months
We Understand What Running an Accounting Firm Actually Takes
Your firm doesn't have a technology problem in the traditional sense. Nothing's on fire. Servers aren't crashing. But small tech issues are quietly eating into billable hours every single day - and by the end of tax season, your team is exhausted, your partners are frustrated, and nobody can point to exactly why. We've spent years inside accounting firms. We know the workflow, the software, the seasonal pressure, and the client-trust stakes.
Here’s what we see every day in firms like yours:
1
The 45-minute tax that nobody tracks
The average accountant loses about 45 minutes a day to small technology interruptions - a frozen application, a slow VPN, a printer that won't authenticate, a file that won't sync. Each one takes 20 minutes of focused work to fully recover from. Multiply that across a 30-person firm during tax season and you're watching real billable capacity disappear - without a single invoice reflecting the cost.
2
One phishing click away from a client-trust crisis
Your staff is processing hundreds of client emails a day during busy season. A realistic phishing email - one that looks like it came from a client, a vendor, or another partner - only needs to work once. When it does, the attacker has access to real client conversations, real attachments, and a trusted inbox to send from. What follows isn't just a technical cleanup. It's partners pulled off returns to manage client notifications, compliance reporting, and reputation damage control during the worst possible week of the year.
3
Your staff is making security decisions every day without realizing it
Every time someone on your team clicks an email, installs a browser extension, approves a software update, or enters credentials into a portal, they're making a security-impacting decision on behalf of the firm. Most of those decisions are made in 90 seconds under workload pressure - with no training, no playbook, and no way for leadership to know they even happened. This isn't a staff problem. It's a gap in how most firms think about IT.
4
You know you need a Written Information Security Program - but nobody's told you what that actually looks like
If you file returns, you're subject to the FTC Safeguards Rule. You need a documented Written Information Security Program (WISP), a named qualified individual, periodic risk assessments, and evidence that your safeguards are actually in place. Most firms know they need 'a security program.' Very few have one that would survive scrutiny from an auditor, an insurance underwriter, or a client who asks to see it.
Pillar 2 - How we help your firm save money and gain efficiency
Fewer fires, fewer surprises, fewer interruptions.
Your current IT costs probably feel like a black hole. Flat-fee managed services make the monthly number predictable - but the real savings come from what stops happening: the recurring issues, the workflow handoffs that break, the 'where is that document?' moments, and the vendor conversations you no longer have to personally manage.
What that means in practice:
Flat-fee, predictable monthly pricing - no surprise invoices, no scope creep, no billable hourly escalations mid-project
Approximately 70% of tickets resolved on first contact, and 95% completed by the same technician - your staff doesn't re-explain the same problem three times
12-minute average initial response and triage, with a technician actively working non-emergency issues within an hour
Standardized, accounting-optimized technology stack - paired with Microsoft 365, Teams, SharePoint, OneDrive - configured for how your firm actually collaborates, not how IT people think you should
Pillar 3 - How we help your firm mitigate risk and stay secure
Practical security that doesn't get in the way of the work.
Your firm handles exactly the data that criminals want - client financials, Social Security numbers, banking details, tax IDs. At the same time, your staff can't be fighting their tools during tax season. We implement the controls that actually reduce risk in accounting environments - without the friction that pushes staff to work around them.
What that means in practice:
Multi-factor authentication, conditional access, and device security deployed in ways that protect the firm without slowing down your team
Email security and phishing defenses designed for the specific threat pattern accounting firms face - credential theft, account takeover, invoice fraud, and payment redirection scams
Backups that actually restore when tested, not just backups that run
FTC Safeguards Rule support, WISP documentation assistance, and audit-ready records you can hand to your cyber insurance underwriter without a scramble
Incident response planning so if something does happen, you're not inventing the playbook at 2am during busy season
We Speak the Compliance Language Your Firm Is Already Being Asked About
Your cyber insurance underwriter, your peer reviewer, and increasingly your clients are asking questions about how your firm protects data. We help you build the technology controls and documentation to answer those questions with confidence - without slowing your team down or requiring you to become a compliance expert.
Compliance Area 1 - FTC Safeguards Rule
The federal regulation that requires accounting firms handling client financial data to maintain a documented information security program. We help you build the technology controls - access management, encryption, monitoring, incident response - that the rule expects.
Compliance Area 2 - Written Information Security Program (WISP)
Most firms know they need a WISP. Few have one that's actually documented, current, and defensible. We support the technology side of your WISP with assessments, controls, and ongoing documentation that holds up under scrutiny.
Compliance Area 3 - IRS Publication 4557
The IRS's safeguarding guidelines for tax preparers - the framework behind the WISP requirement. We build environments aligned to its expectations so your firm can demonstrate compliance during an examination or audit.
Compliance Area 4 - Cyber Insurance Readiness
Cyber insurance applications and renewals are getting harder, with underwriters demanding evidence of MFA, EDR, backup testing, and incident response planning. We make sure your environment can answer 'yes' to the questions that determine whether you get coverage - and at what premium.
Legal and regulatory responsibility remains with your firm. Our role is to enable and support your compliance program through technology controls, documentation, and operational discipline.
Mid-Tax-Season Email Failure at a Metro Detroit CPA Firm
In the middle of tax season, the firm's outgoing client emails started failing without warning. Returns were ready. Client communications were going out. Nothing was bouncing back to senders, but nothing was arriving either. Staff didn't realize the scope of the problem until clients started calling to ask where their documents were.
We identified the issue as a domain-level email configuration problem - the kind of failure that's invisible until it isn't, and devastating during the worst possible week. We corrected the configuration, restored full inbound and outbound delivery, and recommended migrating the firm to Microsoft 365 to prevent the same class of failure from happening again.
Within the same business day, critical client communications resumed. Staff went back to preparing returns instead of mailing or couriering documents. The firm's risk of missed deadlines and damaged client trust - both of which were tracking toward serious exposure - was eliminated before any client relationship was permanently affected.
The Response Standards You Can Expect
12 minutes
Average initial response and triage on every ticket
1 hour
Typical time to a technician actively working a non-emergency issue
70%
Tickets resolved on first contact, no follow-up needed
95%
Tickets completed by the same technician who started the work
These aren't aspirational targets. They're the standards we measure ourselves against on every engagement, every week.
CONTACT
Let's Talk About Your Firm
Tell us a little about your firm and what's prompting you to look at IT providers right now. We'll review what you share, then reach out within one business day to set up a conversation - no sales pitch, just a discussion about whether we're the right fit.
What Working With Us Actually Looks Like
We don't ask you to take our word for what we do - here's what shows up in real accounting engagements.
Questions Accounting Firms Ask Us Before Signing On
The questions below are the ones we hear most often from managing partners and office managers evaluating a switch in IT providers - answered straight, the way we'd answer them on a call.
IT Built for Mid-Size Accounting Firms in Metro Detroit
Boring, predictable, reliable technology that stops silently stealing billable time from your firm - so your team can focus on clients, not IT issues.
Specialized managed IT and cybersecurity for 20–50 person CPA firms across Oakland, Wayne, and Macomb counties.
Not Ready to Talk Yet? Start Here.
If you're still gathering information or building a case to bring to your partners, we've put together resources that walk through the risks and realities that Metro Detroit accounting firms actually face. No sales calls - just the information you need to think about this seriously.
The Real Cost of 'Saving Money' on Accounting Firm IT
A breakdown of what a ransomware incident actually costs a mid-size accounting firm - ransom, recovery, business interruption, client attrition, and the compliance fallout. Built for managing partners who need to understand the real math before making an IT decision.
The Breach Nobody Saw Coming: When an Accounting Firm Has No WISP
A composite walk-through of what happens when a firm without a Written Information Security Program gets breached - regulatory response, client notification, penalties, and the documentation gap that makes everything worse. Built for office managers and operations leads responsible for keeping the firm compliant.
How We Help Your Firm Grow, Save, and Stay Protected
We organize everything we do around three outcomes that matter to your firm: helping you make more money, spend less of it on friction, and reduce the risk of the one incident that could undo years of work. Here's what that actually looks like.