accounting firm it services
Managed IT Services for Los Angeles Accounting Firms
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 - through tax season and beyond.
"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
Your accounting firm may run QuickBooks and other tax software, but that does not mean your technology is managed.
Xentric Solutions provides managed IT services for Los Angeles accounting firms, including helpdesk support, cybersecurity, backup and disaster recovery, Microsoft 365 management, secure remote access to client systems, business phones, and IT planning.
We help firms protect client financial data, reduce avoidable interruptions, and make better technology decisions with a partner that understands the pace of accounting work and the pressure of tax season.
the problem
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 a clearer picture of what cybersecurity your firm actually needs?
Download our brief, Cybersecurity Executive Brief for Accountants: 6 Essentials Your Firm Needs, and learn what accounting firms need to have in place as the threat landscape and compliance expectations keep evolving.
the human factor
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.
QuickBooks and your tax software may run a big part of your firm.
But your firm does not run on software alone.
Your accounting and tax software vendors usually support:
- Issues inside their platform
- Software-specific settings
- Their application uptime and support
- Product documentation or platform training
Xentric manages and supports:
- Computers, devices, users, and access
- Microsoft 365, email security, Teams, SharePoint, and OneDrive
- Backup, recovery, and secure remote access to client systems
- Cybersecurity insurance questionnaire completion
- Vendor coordination and technology planning, including M&A activity
tax season
Tax season shouldn't be when your IT breaks
February through April is when your firm can least afford instability, and it's exactly when reactive IT tends to fail loudest.
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.
outcomes
What well-managed IT looks like for your firm
Good IT should reduce the number of surprises your firm has to deal with - during tax season and every other month of the year.
Start a conversation
Work without friction
Fewer interruptions for partners and staff.
- •Secure access from anywhere
- •Faster support response
Stay in control
Cleaner access and recoverable data.
- •Clean client system permissions
- •Tested backups
Plan ahead
Technology decisions made before they become urgent.
- •Planned hardware replacement
- •Secure document intake channels
what we offer
Some of the ways we support accounting firms
Your firm does not need a pile of disconnected tools. It needs a managed technology environment where support, security, backup, access, and planning work together.
Helpdesk and employee support
When something is not working, your partners and staff can reach us directly. They get timely support and clear answers without technical runaround.
Workstation, server, and network management
We monitor, maintain, and update the equipment your firm runs on, and flag aging hardware before it becomes a crisis.
Microsoft 365 and email management
We manage licensing, configuration, email security, Teams, SharePoint, OneDrive, and the security settings many firms leave at defaults.
Cybersecurity and access protection
Layered controls including MFA, endpoint protection, and DNS filtering help protect client financial data, accounts, and devices.
Backup and disaster recovery
A backup is not a backup until recovery has been tested. We help design, monitor, and regularly test backups for your firm.
Secure remote access to client systems
We help manage remote access to client systems, including the controls that ensure sessions terminate cleanly at the end of an engagement.
Accounting and tax software coordination
We work alongside the platforms your firm uses - QuickBooks and other accounting, tax, and practice management tools - and coordinate with vendors when something goes wrong.
Secure document intake
We help move sensitive file transfers off unencrypted email and into controlled, secure environments - including for clients not yet in your practice management software.
Tax season and lifecycle planning
We schedule hardware changes and major projects around your busiest periods, and help complete cybersecurity insurance questionnaires before renewal.
Start with a conversation
"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."
faq
Frequently Asked Questions about accounting firm IT services
If you are evaluating IT support for your accounting firm, a few practical questions usually come up around security, tax season, and how the relationship works. Here are some of the most common ones.
Ready to make your accounting firm's IT less reactive?
Schedule a conversation with Arthur and get a clearer view of what is working, what is exposed, and what should happen next.
15 minutes. No sales pitch. Just clarity.