Why Accounting Firms and Financial Advisors Are Turning to Managed Services

managed services for accounting firms and financial advisors

Accounting firms and financial advisors need the right technology and expertise to run their businesses successfully. But maintaining networks and servers, upgrading hardware, updating software, meeting compliance requirements, and protecting sensitive information — all while supporting client needs — is a limitation many face. It can be downright impossible for small and medium-sized firms to keep up with.

In a time when technology plays a huge role in the financial industry — from communication to customer service to charting the past and planning for the future — it’s critical to maintain a robust I.T. infrastructure.

Leveraging Managed Services

Many small and medium-sized accounting firms and financial advisors use managed services to accommodate their technical needs and stay competitive. This is a highly successful support model in which a firm outsources their I.T. to trusted technology professionals who provide proactive 24/7 monitoring and maintenance of their computer systems.

This I.T. support model stands in stark contrast to the traditional “break/fix” model dependent upon I.T. systems having issues before a technician is dispatched. In a managed services support scenario, technicians are constantly working behind the scenes to secure, stabilize, and streamline I.T. operations.

Benefits of Managed Services

I.T. Expertise On-Demand — All your technology issues are cared for by a team of certified and trusted I.T. experts.

Round-the-clock Support — Real-time answers to your I.T. questions or troubleshooting requests through a 24-hour help desk.

Better Security — Skilled professionals and industry-leading best practices protect you from online threats.

Data Backup and Recovery — Confidence that your data is encrypted and backed up and can be restored when needed.

Compliance — Help with industry compliance standards and documented evidence for auditors.

Less Downtime — Near-zero I.T. downtime to maximize workflow and efficiency.

No Long-Term Contracts — Easily budgeted, comprehensive monthly payments with no minimum requirements.

Complete Peace of Mind — System monitoring, maintenance, and management 24 hours a day, 7 days a week.


At Back To Business I.T., we understand the unique challenges you face as an accountant or financial advisor.

That’s why we offer affordable I.T. solutions and expertise that make it easier for you to concentrate on your work without worrying about network downtime or technology issues.

You can expect:

  • 24/7 System Monitoring, Maintenance, and Management
  • Improved Disk Health and Space Utilization
  • Optimized and Up-To-Date Servers and Hardware
  • Real-Time Alerts When Issues are Detected
  • Unlimited Access to Our Remote Help Desk and Ticketing Portal
  • Around-the-Clock Support and Training
  • Increased Data and Resource Security
  • Continuous System Backups and Data Restoration, As-Needed
  • Assistance with I.T. Budgeting and Hardware/Software Procurement

Want to learn more? Ask one of our I.T. experts about managed services today!

Battling the Myths of How Businesses Control Their IT Infrastructure

IT Infrastructure

In order for businesses to stay ahead of the competition, they need to be innovative. One word that is often associated with being innovative is technology. A business’s technology stems directly from their IT infrastructure. This includes their server(s), hardware, technology, managed services, software, network, etc. In order to allow innovation, businesses need to have a stable, secure and up-to-date IT infrastructure. By having this, it will allow technology to help the business operate smoothly.

Back to Business I.T. helps businesses to create, monitor and maintain their IT infrastructures. After helping many clients, we have experienced a lot of different IT environments. Through these environments, we have noticed there are some common myths that businesses believe regarding how to control an I.T. infrastructure. Below we discuss three myths and explain the realities to these situations.

1) Myth: A business can hire one person to run their entire IT infrastructure.

Reality: This may be true in some very rare cases but for most businesses, they find success in having a team of experts to control their IT infrastructure. IT managed services firms have a team of experts who work together to monitor and maintain these infrastructures. This is what allows technology to continue running for a business. So, outsourcing a business’s IT department to an managed service provider is needed.

2) Myth: An employee considered to be “tech savvy” can take on a business’s technology issues.

Reality: Taking an employee, who already has responsibilities in their current position, and throwing them into an IT environment can be dangerous. Monitoring and maintaining an IT infrastructure is a full-time job. It should not be given to someone who does not have the time to put in the work that is required. Also, being considered “tech savvy” does not mean they have the expert knowledge to provide the stable, secure and up-to-date IT infrastructure that every business needs.

3) Myth: Outsourcing a business’s IT department to a third-party managed service provider is expensive and not worth the high costs.

Reality: Outsourcing a business’s IT to a managed services firm can take up a major portion of their IT budget. However, when looking at the big picture, it can save the business money. For example, if a business’s IT network is invaded by a major threat that their one-man IT department or “tech savvy” employee cannot handle, the business is going to acquire substantial losses. Not only will they have to find and pay an IT expert or firm to resolve the issue, they will also lose a lot of important data in the process. Yet, if the business had outsourced their IT infrastructure to a managed services firm before this happened, they could have contained the threat in a much more cost and time saving manner.

In order for businesses to keep up with the competition and become innovative enough to stand out against them, they need to start investing in their technology. By doing this, they will be gaining access to opportunities that will help their business to grow.

If you are interested in learning more about what an IT managed service provider can do for your business, let’s start a conversation.

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