Managed IT services for accounting firms in Los Angeles
Your clients trust you with tax records, payroll information, financial statements, and access to systems that matter. We help make sure your technology supports that responsibility.
Working with Xentric has been a game-changer. Now I feel confident that my data is safe and secure, and I can access it from my office or from a client’s office. I couldn't be more pleased.
Sarkis M.
Apex Accounting & Consulting
Xentric Solutions provides managed IT services for Los Angeles CPA and accounting firms. We support the systems your firm depends on every day, including helpdesk support, cybersecurity, Microsoft 365, backup and disaster recovery, secure remote access, business phones, and strategic IT planning.
We help accounting firms protect client data, reduce interruptions, support staff who work remotely, and make better technology decisions without relying on a provider that treats your firm like every other small business.
Most accounting firm IT problems start quietly
The firms that come to us tend to share a familiar pattern. Their previous provider was technically available, but only showed up when something broke. Nobody was watching systems day to day, tracking hardware age, or flagging problems before they escalated. There were no regular check-ins, no planning conversations, no one asking what was coming next.
The problems were accumulating in the background. A backup that had never been tested. Aging workstations with no replacement plan. Remote access held together by workarounds. Security settings that varied from machine to machine because nobody had standardized them. When something finally went wrong – a breach, a data loss, a system failure right before a filing deadline – there was nothing to fall back on.
The most common thing we hear from new clients is some version of: we thought we were fine. They didn’t know what they didn’t have until they needed it.
It feels handled
The gaps are easy to miss
Tax season is a bad time to find out
Client financial access changes the IT conversation
Running an accounting firm means holding access that most businesses never touch. Tax records, payroll files, banking portals, financial statements, and client credentials are part of the daily workflow. That creates a different set of technology requirements, and a different level of responsibility.
Client financial data
Tax records, payroll files, bank account details, and financial statements create a higher duty of care. The information you hold on behalf of your clients is highly valuable to attackers.
Client system permissions
Poorly managed remote access can leave behind more access than anyone intended. Saved credentials, lingering sessions, and unclear offboarding create risk for both the firm and the client. In accounting, the systems involved often contain tax records, payroll access, and banking portals - not just files.
Review and compliance pressure
Firms that perform audit, review, or attestation work may face peer review and internal-control expectations that make technology practices harder to ignore. Cyber insurance questionnaires, partner requirements, FTC Safeguards obligations, and M&A due diligence are also increasingly looking at IT.
Your reputation inside referral networks of CPAs, attorneys, bankers, and business owners is built on precision and discretion. In accounting, even a small security incident can create a large reputational problem.
Want to know exactly where your firm is most exposed?
Download our Cybersecurity Executive Brief for Accountants. Six things every CPA firm needs to understand about the current threat landscape, including endpoint security, cloud transition risks, partner compliance requirements, and why a reactive IT approach leaves serious gaps.
What it looks like when IT is working the way it should
When IT is properly managed, your firm gains:
Secure access from anywhere
Staff and partners reach files, applications, and client systems from anywhere, without VPN failures blocking the shared drive or open sessions creating exposure after an engagement ends.
Faster support
When something isn't working, your team knows where to go and gets a clear answer quickly. No waiting a day to hear back during the busiest weeks of the year.
Clean client system permissions
Sessions to client systems terminate cleanly. Permissions are structured so credentials don't persist beyond the engagement they were granted for.
Tested backups
A ransomware event or hardware failure becomes recoverable, not catastrophic. You know what you have before you need it.
Planned hardware replacement
Equipment is replaced on a schedule, not during a crisis, especially relevant when your busiest period runs February through April.
Secure document intake
Client files and financial documents move through controlled, secure channels — not unencrypted email threads that create exposure on both ends.
None of this is exotic. It is what competent, proactive IT management should produce.
Some of the ways we support accounting firms
Daily IT Operations
Helpdesk and employee support
When something isn’t working, your staff can reach us directly. We respond quickly, because your team’s productivity is time-sensitive and tax deadlines don’t move.
Workstation, server, and network management
We monitor, maintain, and update the equipment your firm runs on. When something needs to change, you hear about it before it becomes a problem.
Microsoft 365 and email management
We configure and manage your M365 environment, including email security, Teams, SharePoint, and OneDrive. Microsoft products are a common foundation in accounting firms, and we know how to configure them for the way your team actually works, not just the defaults.
Cybersecurity and access protection
MFA, endpoint protection, DNS filtering, and structured cybersecurity awareness training with layered controls that work together rather than leaving gaps between them.
Business phones and communication
Our Xennect VoIP service gives your firm professional call management, mobile app access, and flexible phone options, accessible whether your team is in the office or working remotely.
Security & Resilience
Secure file sharing and client document intake
Clients sending tax documents, payroll records, and financial statements over unencrypted email is one of the most consistent risks we see. We help firms move those exchanges into secure, controlled environments where access can be managed and tracked — including for clients and prospects who aren’t yet in your practice management software.
Cybersecurity and access control
MFA, endpoint protection, DNS filtering, and structured cybersecurity awareness training with layered controls that work together. We also manage permissions so the right people access the right files, and former employees are fully offboarded when they leave, including any permissions they held to client systems.
Backup and disaster recovery
Daily backups, tested regularly, with both onsite and offsite copies. We verify the backup works. We also help you understand how much downtime and data loss your firm can realistically tolerate during busy season, then build your setup around that number.
Secure work from anywhere
Whether your team works from home, from a client’s office, or split across locations, we build the infrastructure to support that; without leaving behind open sessions, saved credentials, or unmanaged permissions.
Planning and Business Support
Accounting and tax software coordination
We work alongside the platforms your firm uses; QuickBooks and other accounting, tax, and practice management tools. We support the surrounding IT environment and coordinate with vendors when something goes wrong.
Cybersecurity insurance questionnaires
We help complete the technical sections of cybersecurity insurance questionnaires; the parts that ask about MFA, backups, endpoint protection, encryption, access control, monitoring, and incident response. We also identify gaps that may be raising your premium and help you address them before renewal.
Lifecycle planning and IT reviews
We track your hardware, flag what’s coming, and meet with you regularly to plan technology decisions in line with where your firm is headed, including M&A activity, which is a consistent driver of IT change in accounting.
Your security is only as strong as the people using it
The most common entry point into an accounting firm isn’t always a sophisticated technical exploit. Often, it is an email that looks legitimate until someone clicks.
Phishing emails arrive disguised as messages from clients, banks, tax software vendors, cloud storage tools, or even the IRS. They are designed to create urgency and get someone to act before thinking.
That risk is amplified in an accounting environment because your team may hold access to tax records, payroll systems, banking portals, and client financial data. If an attacker gets into your environment, the damage may not stop with your firm.
Technical controls matter; MFA, email filtering, DNS protection, and endpoint security reduce exposure significantly. But the person in front of the screen still matters. That is why cybersecurity awareness training is part of how we support accounting firms.
Accounting firms choose technology partners through trust
Many of our accounting firm relationships come through referrals from other trusted professionals — CPAs who heard about us from an attorney, bankers who sent a client our way, or business owners who made an introduction.
That matters in accounting. Firms tend to choose professional partners the way their own clients choose them: through trust, reputation, and recommendations from people whose judgment they already respect.
We have been working with Los Angeles accounting and professional services firms since 2014. We are local, which means when something needs hands-on attention, we can be there. We understand what it means to run a small or mid-sized firm, where even a short disruption can create real pressure when deadlines are not flexible.
You work with a consistent team that gets to know your firm, your systems, and your expectations over time. You will not be re-explaining your setup to a new technician every time you call.
Common questions
Do you specialize in accounting firms, or do you work across industries?
We work across industries, but accounting firms are one of our primary verticals. We understand the risk profile that comes with managing client financial access, the compliance obligations firms face, and the software platforms your team relies on. You won't need to explain how an accounting firm operates.
We already have IT support. How is this different?
Many IT providers are reactive. They only fix things when you call. We take a managed approach,
which means we are monitoring your systems, flagging problems before they affect you, and meeting with you regularly to talk through what's coming. If your current provider only appears when something breaks, that is the difference.
Do you help during tax season?
Yes. We plan around your busiest periods so hardware changes, major projects, and disruptive maintenance don't land at the worst possible time. When something urgent does happen, your team knows where to go and what to expect.
Can you help us complete a cybersecurity insurance questionnaire?
Yes. We help complete the technical sections; the parts that ask about MFA, backups, endpoint protection, encryption, access control, monitoring, and incident response. We also identify gaps that may be raising your premium and help you address them before renewal.
How do you handle secure document intake from clients?
We help firms move sensitive file transfers off unencrypted email and into controlled, secure environments. That includes options for clients and prospects who aren't yet in your practice management software.
Do you support remote access to client systems?
Yes, including the controls that ensure sessions to client systems terminate cleanly at the end of an engagement. Poorly managed remote access is a specific risk we address directly.
What accounting and tax software do you work with?
We work alongside the platforms your firm uses — QuickBooks and other accounting, tax, and practice management tools. We support the surrounding IT environment and coordinate with vendors when something goes wrong.
Do you manage Microsoft 365?
Yes. We handle licensing, configuration, email security, SharePoint, Teams, OneDrive, and the security settings that most firms leave at defaults or configure inconsistently.
What happens if something goes wrong outside of business hours?
Our monitoring runs 24 hours a day. Routine issues are handled during business hours. Critical outages or security threats are escalated based on urgency, including after hours when the situation requires it.
How do you handle onboarding and offboarding?
We manage both ends cleanly. New hires get the right access, devices, and software configured before their first day. When someone leaves, access is disabled promptly and completely, including any permissions they held to client systems.
What size firms do you work with?
We are generally the best fit for firms with at least 10 users, because that is where the need for structure, security, support, and planning becomes more important. If your firm is smaller, we can still have a conversation and point you in the right direction.
How does billing work?
Our pricing is based on the number of people and devices, structured as a predictable monthly cost. No surprise invoices when you call for support.
What is the first step?
A 15-minute conversation with us. No sales pitch. We look at your current situation and tell you plainly what we see.
Ready to make your accounting firm's IT less reactive?
Start with a conversation
Schedule a conversation with Arthur and get a clearer view of what is working, what is exposed, and what should happen next.
Super personalized experience. Communication was quick, easy, and to the point. As soon as I told Xentric my needs, they sent me the best options, and made sure that I was set up and ready to go ASAP.
Michelle Nabati
Nabati Law