IT Support for Accounting & Financial Firms
Secure, Compliant, and Responsive IT Support Built for Financial Professionals
At Advanced Computer Solutions, we help accounting firms, financial advisors, and investment companies stay protected, productive, and compliant—especially when your staff is working remotely or across multiple locations.
You work in an industry where data security, uptime, and compliance are critical. We specialize in managing IT systems that support fast-paced financial work while meeting the demands of frameworks like FINRA, SOC 2, and GLBA.
Why Financial Firms Choose ACS
Built for Multi-Location and Remote Teams
Whether your partners are working from different cities or your bookkeepers are remote, we keep your workforce securely connected with access to the software and systems they need—wherever they are.
We Understand Your Software and Workflow
Our team supports the tools financial professionals depend on:
- QuickBooks Desktop & Online
- Lacerte, ProSeries, Drake Tax, Sage
- Microsoft 365 with email encryption
- Secure file sharing and digital signing tools
Proven Compliance and Cybersecurity Focus
We help you maintain compliance and protect client data through:
- Encryption, MFA, and secure backups
- Advanced endpoint protection and monitoring
- Cybersecurity awareness training for your team
- Ongoing vulnerability scans and risk assessments
Common Challenges We Solve for Accounting & Financial Firms
1. Staff Can’t Access Systems Remotely
We implement secure remote access solutions like Azure Virtual Desktop, so your staff can work from anywhere without compromising security or performance.
2. Cybersecurity Is a Constant Worry
We proactively monitor for threats, enforce email filtering and encryption, and train your staff to avoid phishing attacks—before they click.
3. IT Response Times Are Too Slow
With our 15-minute SLA option, your team never waits long for help. We communicate twice and in two ways—so nothing gets lost in the shuffle.
4. Regulatory Concerns Are Mounting
Our systems and documentation help prepare you for audits and align your IT with FINRA, SOC 2, and GLBA standards—without the jargon.
What’s Included in Our Managed IT Services for Financial Firms
- 24/7 Monitoring and Alerting
- Dedicated Help Desk with Fast Response Times
- Microsoft 365 Management and Support
- Data Encryption and Email Security
- Cloud File Access and Sync Solutions
- Backup & Disaster Recovery
- Device and Endpoint Management
- Vendor Coordination (with QuickBooks, Drake, etc.)
- Fully Documented Systems via ITGlue
Tailored Support for the Entire Firm
- CPAs & Accountants – Secure access to files, backups, and remote tools during tax season and beyond.
- Bookkeepers – Fast help desk support and clear documentation to avoid confusion.
- Financial Planners & Advisors – Encryption, compliance alignment, and always-on infrastructure.
- Firm Owners – Strategic planning, budget forecasting, and quarterly IT reviews.
We Help You Stay Focused on Numbers—Not Networks
Your clients expect timely, accurate service—and so should you. Let us take the hassle and worry out of IT, so you can focus on what matters most: serving your clients and growing your firm.
See AI for law, accounting and engineering firms, our managed AI program with the confidentiality controls your clients require.
Based in Northern Michigan? Our Traverse City managed IT team supports accounting and financial firms across the Grand Traverse region. In Central Florida, see our Winter Haven team; in the Chicago suburbs, our Chicagoland team.
Let’s Talk
Looking for IT support that understands the pace, security, and compliance demands of your firm? We’re ready to help.