IT support for accountants starts with knowing what you have
An accounting firm keeps its clients' financial records and tax documents on a handful of computers and a few cloud accounts. When busy season arrives, nobody has time to find out that a backup stopped running or that a former employee still has a login.
Many firms handle IT informally: a partner, an office manager or a relative who helps out. Others rely on an outside provider and can't see what has been done. A free IT assessment gives you somewhere to start, before the work piles up.
What we look at in an accounting firm
We look at your devices, your backups, your security basics and who holds the admin logins. For a firm, that means plain questions. Where do client files live, and is there more than one copy? Is the backup running, and has anyone confirmed it can be restored? If you bring on seasonal staff, who sets up their accounts, and who turns them off afterward? Then we plan the fixes. Tell us which cloud accounts and software your firm relies on, and we'll talk through how they fit the picture.
When an assessment makes sense
It's a good fit when something has changed: a new partner, a merger, a growing staff or an owner thinking about retiring or selling, when the firm's technology needs to be documented. It also fits after a scare, such as a phishing email someone clicked. It doesn't have to be urgent.
Accounting firm IT services, step by step
The assessment comes first, and it's separate from any ongoing service. We explain what we find in plain English, whether or not anyone at the firm is technical. You get a roadmap, and you decide what to do with it. Some fixes are small, such as turning on a setting. Others are larger, such as replacing an aging computer.
IT support for accountants after the assessment
The assessment is free, with no commitment. If you decide you want help with the fixes, Onward's managed IT service is month to month. What we offer a firm is a local team in North Fort Myers that looks at the systems your firm depends on and explains what it finds in plain English. You can also take the roadmap and use it on your own. Small problems are easier to deal with in a quiet month than in the middle of busy season.
What the assessment is not
The headline on this page is a play on words. This isn't a financial, compliance or security audit, and it doesn't certify anything. It's a look at how your IT is set up, with a roadmap for the fixes.
Where we work
We serve businesses across Southwest Florida, including accounting and CPA firms in Fort Myers, Cape Coral, Estero, Bonita Springs and Naples, in Port Charlotte and Punta Gorda, and in Sarasota, Venice and North Port. Our office is at 17940 N Tamiami Trl #110 in North Fort Myers, and where a problem can't be fixed remotely, we visit on site.
For businesses. Not for home computers. The assessment is for Southwest Florida accounting and CPA firms with several people using computers at work.