Managed IT for Professional Services Firms.
Accounting firms, law offices, property managers, and family offices, plus engineering firms and nonprofits. We know the compliance pressure and the busy seasons in each one.
A focused firm asks better questions.
A law firm and a dental office both need email. The law firm’s email is subject to privilege rules and bar discipline. The dental office’s is subject to HIPAA. The setup is different, the training is different, and so is the cyber insurance application.
Most of our clients are accounting firms, law offices, property management companies, and family offices, along with engineering firms and nonprofits. Most have 50 to 150 people, and we work with firms as small as one. We focus on professional services firms, but we’re happy to talk to anyone.
Accounting firms.
Tax-season uptime, secure client document portals, and audit-trail-ready backups that meet your insurance requirements.
Two of our biggest clients are accounting firms, so we know what tax season does to an office’s systems.
Accounting firms get targeted for the financial data they hold. Insurance carriers and clients now expect real answers about how you protect it, and that pressure is a big part of why we started our compliance practice.
Monitoring on every machine
Workstations and servers watched for warning signs before they fail during your busy season.
PC and server backup
Local and cloud backup with tested recovery.
Email security and encryption
Encryption, filtering, and archiving for the email that carries client financial data.
Insurance and compliance help
Help understanding what your carrier and clients are asking for, and putting it in place.
Onsite help
Someone who comes out when a problem cannot be fixed remotely.
Law firms.
Document privilege protection, e-discovery readiness, and case-management infrastructure that holds up under pressure.
The ABA’s Model Rule 1.1 and California’s Rule of Professional Conduct 1.1 both treat technology as part of a lawyer’s duty of competence. A partner who does not understand how the firm protects client communication is still accountable for it.
Law offices get targeted for the sensitive data they hold, and insurers and clients are asking harder questions about how you protect it. Some of our largest clients are law firms.
Email encryption and filtering
Encrypted email for privileged communication, with filtering and archiving.
Two-factor sign-in
Two-factor authentication on the accounts that hold client data.
Monitored, patched devices
Every workstation and laptop watched and kept up to date.
Backup with tested recovery
PC and server backup to local and cloud storage, with restores we actually test.
Insurance and compliance help
Support answering your carrier and your clients, through our newer compliance practice.
Family offices.
Discretion is the deliverable. Encryption is the floor. We build the technology underneath ultra-high-net-worth families so the principals do not have to think about it.
The infrastructure has to outlive the people who set it up. A 32-year-old IT contractor who built a workstation for the patriarch in 2009 is not who you call when the new generation takes over and wants the records migrated to a platform built after the iPhone.
The security threshold is also different. A firm with twelve employees should not be defending against the same threat surface as a Fortune 500, but family offices have to. The reason is simple: the people sending the phishing emails know who the principals are, where they live, what they own, and how to make a board chair feel important enough to wire money on a Friday afternoon.
Identity that survives turnover
Conditional access, MFA on everything, role-based permissions that account for the difference between a principal, a household member, an outside CPA, and a contracted attorney.
Document infrastructure with audit trails
Secure storage that records who opened what, when, from which device. The trust attorney can verify access. The principals can sleep.
Wealth-platform integration
We know how these platforms authenticate, where they fail, and what to ask the vendors when something breaks. We have the relationships at the support desks.
Email infrastructure that resists impersonation
DMARC, DKIM, SPF set up correctly. Wire-fraud-grade protections on outbound communication. A protocol for verifying anything that requests money or document access.
Continuity that does not depend on one person
Backups, restore drills, runbooks. If your current IT person disappears tomorrow, we can resume operations without the principals knowing anything happened.
A privacy posture, not just a tech stack
Vendor reviews, contractor onboarding, device decommissioning, executive travel kits. The technology is the easy part. The discipline around it is the work.
Property management.
Multi-site networks, tenant portal uptime, and property accounting platforms that talk to each other instead of fighting.
Property management is where Chris’s own background is: commercial real estate, specifically property management and commercial building accounting.
Most of our property management clients run commercial portfolios. The networks in those buildings, and the licenses and renewals behind the equipment, need someone keeping track.
Building and site networks
Firewalls, switches, and wifi set up and maintained across your properties.
Licensing and renewals
Equipment licenses tracked so a missed renewal does not take a building offline.
Monitoring and patching
Computers at every office watched and kept up to date.
Backup for your accounting data
Local and cloud backup with tested recovery.
Onsite support
Onsite help from Ventura to the South Bay.
Engineering firms, nonprofits, and more.
We also work with engineering firms, including one of our largest clients, and with nonprofits. Chris served on a nonprofit board for years and ran its technology operations, so we understand 501(c)(3) compliance, fundraising platforms, and running a mission-driven organization on a lean budget.
If your firm is not on this page, call us anyway. We focus on professional services firms, but we’re happy to talk to anyone.
If your IT firm has not called you back, we should talk.
Tell us what is going wrong. We will tell you whether we can help, what it would cost, and what we would do first. No pressure, no contract on the first call.