Proactive IT Support for Accounting & Investment Firms


Best Practices for IT Management for CPAs and Financial Firms

Of all of the industries in the world, finance is one of the most technology-driven and technology-dependent. An outage of just minutes can lose you thousands of dollars. Being down for a day without the ability to access your clients’ information or do work for them can be disastrous for your firm. That’s why CPAs and financial firms can especially benefit from managed IT services and IT support in Miami.

Your Business Never Stops – Neither Should Your IT Support

You work in a global market, and that means that your business doesn’t always keep “business hours”. You need access to your clients’ data 24 hours a day, and you need all of your systems to function efficiently all of the time. If you’re working late and you have a technical problem, you cannot wait until the IT guy gets to work in the morning.

With managed IT services, instead of an IT “guy” or department with employees who keep normal business hours, call in sick, and periodically head out on vacation, you’ll have a service that is available to you with a simple phone call or email twenty-four hours a day, seven days a week. When a problem occurs, no matter what time of the day or night it is, you can call for help and get an immediate response. Someone is always available for IT support and services when you need them.

Keep Your Clients’ Information Secure

In the finance world, you must have access to a great deal of client information, including very sensitive personal and payment information. A network breach could create a major problem for you and your clients. In your industry, a breach is more than an inconvenience; it’s a potential for significant loss of revenue, loss of customer loyalty, and possibly major legal ramifications, as well.

The best means to improve and maintain your network security and to ensure the safety and security of all of your clients’ information is to enlist the aid of professionals for IT consulting in Miami. After a complete IT assessment, your IT consultants can determine the overall health of your network and existing systems. With that information, they can then present your options and make recommendations to fortify your network and increase redundancy.

Access Industry Software Anywhere

Of course, security isn’t your only IT concern in finance. You need to have access to the tools of your trade wherever you happen to be working, and that means having cloud-based utilities at your service. With managed IT services and Desktop as a Service (DaaS), you can access Quickbooks and other financial software directly from the cloud. Not only that, but you can also save all of your files to secure cloud-based servers for convenient access without introducing any security risks.

This can be especially useful if you do a lot of off-site work. Instead of saving your clients’ information to the hard drive of your desktop, laptop, or other device, you’ll always save it to the cloud. This way, whenever you need access to it, you can reach it from any device you choose. And, if one of your devices is stolen, you’ll be looking at a minor inconvenience instead of a potentially major security problem because your clients’ information and all of your work files will be stored remotely, not on the device itself.

Get Regular Maintenance and Upgrades

By choosing an IT company to take care of your technical and security needs, you get more than 24-hour availability and an information security watchdog. With managed IT services, you also get regular maintenance and upgrades to your system. Instead of worrying whether or not you’ve gotten the latest updates and security patches or whether your firewall is out of date, you can leave all of that up to the professionals.

In your industry you need to be sure that all of your software, apps, and systems are up to date at all times if you want to ensure compliance and compatibility. Trying to keep up with all of this through in-house efforts can be a full-time job in and of itself, but with a flat monthly rate you can hand all of that responsibility over to seasoned, experienced technicians who will keep your system running smoothly and efficiently with consistent monitoring and regular maintenance for your network’s health.

Find the Best IT Professionals in Miami

Now, a good IT company will provide all of these services and more, but how can you tell which one to choose? When you look into IT consulting in Miami, you should search for a company that not only offers 24-hour availability, superior network security, cloud services, and regular maintenance; you should also look for one with experience in your field, including financial and tax preparation software.

The right IT consulting firm will also have a number of positive reviews and client testimonials to back up their claims, and they will be happy to schedule a free IT assessment with you. This will determine the health of your network and give you valuable information about your risks and the steps you can take to protect your firm and your clients.

If you’re still unsure how to choose the very best IT consulting in Miami, download our free report, which goes over everything you need to know about hiring a quality IT consultant or consulting firm.  

At Preemo, we focus on proactive managed IT services to prevent problems with your IT infrastructure, rather than simply reacting to them when they occur. We are available at any time of the day or night to help you with network, software, and workstation issues. If we cannot resolve an issue remotely, we will make it a priority to get an expert technician to your site as soon as possible.

Ready to improve your IT services and network security? Call Preemo today at 305.722.7162  or schedule a free IT assessment online.

Why Choose Preemo?

Your CPA firm or investment office requires dedicated IT Support, and finding the right IT Company is always a challenging process. You require prompt response time and quick resolution of your day-to-day issues. Your servers and network need to be safe, secure, and regular maintained to ensure they’re running when you need them most. You need a trustworthy partner to manage your financial firm’s technology.

Preemo brings a combination of experience, innovation, and customer service that solves these problems.

  • Experienced In Financial Software & IT Strategy For CPAs and Investment Funds
  • Expert Management Of Firms Small and Large, from 2 Employees, to 200 (and more)
  • Professional Staff of Certified IT Support Engineers, Available 24/7/365
  • Monthly Reporting, w/ Backup Auditing, Security Analysis, & Overall IT Health
  • Cost-Effective Support Options, w/ Focus On Proactive Technology Management
CPA Clients
Financial Tech Partners
Client Satisfaction

CPAs & Financial Firms Love Preemo IT Support

Don’t take it from us – here’s what our clients are saying.

Our firm hired Preemo in 2011, and it’s been smooth sailing ever since. Their team is professional, responsive, and delivers the same exceptional service year over year. They know we get busy during tax season, so they perform all kinds of preventative maintenance early in the year. They’re highly reputable and I would happily recommend them to my colleagues.
Michael Mermelstein, Mermelstein Hidalgo
Our specialty firm has employees throughout Florida, and we needed an effective, cloud-based solution. Preemo worked tirelessly to meet our ever need, which included daily backups, access to all our tax and accounting software, and easy access to our files online. They’ve been our IT Support company since we started our business, and it’s great to know they can support us as we grow exponentially.
Monica Ospina, Forensic Accountants & Consultants
Our firm grew quickly in 2013, and our in-house IT guy couldn’t keep up. We decided to outsource our IT Support to Preemo, and have reduced our annual IT budget by nearly $20,000. Now we have over 40 employees, and we count on Preemo for daily support, as well as management of our servers and network. They’re the best!
Raoul Thomas, CGI Merchant Group

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