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!

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