Florida • Accounting & Tax Firms • Microsoft 365

Managed IT + Security built for tax & accounting firms

Stop firefighting. Enforce MFA, protect endpoints, ensure backups (including M365), and get monthly evidence-ready reporting. Clear scope. Clear SLA. No “unlimited” ambiguity.

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  • MFA enforced (no exceptions)
  • Endpoint protection + patching
  • Backups + restore readiness
  • Monthly reporting & evidence
24–48h
Readiness report delivery
MFA
Mandatory baseline
Tickets
Evidence-ready history
Standard plan
$199 / user / month
$2,500 minimum • $3,000 onboarding (required)
Built for M365 firms
MFA + access control baseline
Managed endpoint protection
Monthly report (actions + risks)

Orlando-based • Remote-first • On-site available (scoped)

Built for professional firms

Accounting and tax offices need confidentiality, uptime, and proof. Our service is designed around that reality.

Mandatory security baseline

MFA enforced, endpoint protection, patching, backups, and access controls—no “we’ll do it later” drift.

Evidence-ready operations

Ticket history, documentation, and monthly reporting—so you can answer insurer/client questionnaires without chaos.

Plans & pricing

Request a proposal

Secure (default)

$199per user / month • $2,500 minimum

  • Helpdesk (business hours) + ticket history
  • Monitoring + patching + preventive routine
  • Managed endpoint protection
  • MFA enforced (Microsoft 365)
  • Managed backups (including M365 when applicable)
  • Monthly report (actions + risks)
$3,000 onboarding (required)
Compliance-Ready add-on

+$500per month • flat per company

  • Written Information Security Plan (WISP) draft + updates
  • Quarterly review & evidence checklist
  • Basic incident response runbook
  • Owner-facing summary for questionnaires
Works on top of Secure
Readiness Check (entry)

$499–$1,500one-time • credited toward onboarding (optional)

  • M365 identity & admin posture
  • Endpoint coverage (patch + EDR)
  • Backup coverage + restore readiness
  • Top risks + 30-day action plan
  • Clear package recommendation
48h report delivery

Included

  • Standardized support + ticket history
  • Preventive routine + continuous improvement
  • Living documentation (inventory + key notes)
  • M365 baseline: MFA + access controls

Not included (scoped as project)

  • Full network/cabling overhaul
  • Major migrations (domain, servers, large refactors)
  • After-hours/emergency response (separate rate)
  • Recovery without contracted backup
Request proposal
Fast: readiness check → clear scope → onboarding → steady ops.

Security & Readiness Check

Get the check

A short, structured assessment that produces a 48-hour report: risks, priorities, and a clear recommendation.

90 minutes remote

Fast discovery call + evidence capture (M365, endpoints, backup posture).

48h written report

10–15 findings, severity, and a 30-day action plan.

Clear package fit

Secure vs Compliance-Ready—no vague proposals.

What we check

  • Microsoft 365 identity: MFA, admin roles, risky sign-ins
  • Endpoints: patch level, local admin, EDR coverage
  • Backups: coverage + restore readiness (including M365 when applicable)
  • Remote access: tools, controls, exposure
  • Documentation: inventory + basic network notes

Outcome

  • Top risks (ranked)
  • Top 5 actions for the next 30 days
  • Clear scope + pricing recommendation
  • Optional: credit toward onboarding
Request proposal
Good fit if you’re 10+ users on Microsoft 365.

How we work

Start
Step 1
Readiness check

Confirm posture, risks, and scope. No guessing.

Step 2
Onboarding

Standardize, document, enforce MFA, align backups and tooling.

Step 3
Steady ops

Tickets, SLAs, preventive routine, continuous improvements.

Step 4
Reporting

Monthly report + evidence-ready history for owners/insurers.

FAQ

Do you offer “unlimited” support?

No. We provide clear scope, SLAs, and ticket-based operations. Large changes are scoped as projects to avoid ambiguity.

Is MFA mandatory?

Yes. If a firm refuses MFA, we are not a fit. That’s the baseline.

Do you do on-site visits?

Yes, when scoped. Remote-first keeps operations predictable; on-site is scheduled or billed separately.

Why an onboarding fee?

Because we standardize, document, and fix baseline issues. Without onboarding, the service becomes chaos and you pay for drift later.

Request a proposal

Orlando-based managed IT & security for accounting/tax firms using Microsoft 365.

Florida
Best fit: 10+ users
MFA enforced
Review pricing

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