Managed IT for Accounting Firms
We've been inside accounting practices longer than most MSPs have existed.
Decades supporting QuickBooks, Peachtree, and Sage. One accounting firm client. A named engineer who knows your environment, and your data risk.
We speak the language
QuickBooks. Peachtree. Sage. Not just software we manage. Platforms we know.
Most MSPs treat QuickBooks like any other application. Keep it running, patch it, move on.
We've spent decades inside these platforms. Setup, troubleshooting, data migration, integration with third-party tools your clients depend on. When a client calls you because something is wrong with their books, you shouldn't have to explain what QuickBooks is to your IT vendor.
That goes for the tax preparation side too. Drake, UltraTax, ProSystem fx, Lacerte. The software your staff runs during filing season, not just the bookkeeping layer underneath.
We already know.
QuickBooks
Peachtree
Sage
Your environment is not a typical small business
Your clients trust you with information that cannot be undone if it leaks.
Social security numbers. Tax records. Business financials. Personal financial statements. Years of client history.
Most small businesses handle sensitive data. CPA firms handle sensitive data for dozens of businesses at once. A breach at your practice is a breach at every client you serve.
Your IT needs to reflect that. Most MSPs who haven't worked inside accounting firms don't think about it this way. Until something goes wrong.
We do.
Financial Data Security
Your client records require more than standard SMB IT practices. The combination of tax data, financial statements, and business records across dozens of clients creates a risk profile most IT vendors aren't calibrated for.
Backup & Recovery
Tax season doesn't pause for a failed restore. Your backup needs a tested recovery process, not just a running job. We verify it works before something goes wrong.
Access Control
Seasonal staff provisioned in January and never deprovisioned in May is one of the most common access control failures in CPA practices. We document who has access, audit it on a schedule, and flag stale accounts before they become a liability.
If your practice needs to demonstrate compliance with the FTC Safeguards Rule, maintain an IRS Written Information Security Plan, or satisfy a cyber insurance renewal, the controls above are the starting point. We don't sell compliance as a product. The requirement drives specific controls, and we implement the specific controls.
Related: Compliance services, Security Architecture, and Zero Trust Architecture — particularly relevant for firms managing seasonal staff access.
From an active engagement.
We took over managed IT for an accounting firm. Thirty-plus people. First thing we ran was the quarterly review: what they were paying for against what they were actually using. By the end of year one, the bill was half what it was when we came in. That review is in every engagement we do.
Aaron Lamb, Co-founder, Hexaxia Technologies
When you're standing up a new company, the last thing you have bandwidth for is chasing down IT problems. Hexaxia took that off my plate from day one.
Ian, Managing Partner, Pax Nocturna LLC
Read the full testimonial→Backed by Industry Leaders
Backed by partnerships with Red Hat, Microsoft, Arrow Electronics, and leading security vendors.
How we work with you.
The commercial side of a managed IT relationship, in plain terms. We built it around one idea: we'd rather you call less as the years go on, not more.
Pricing, not a brochure.
Two paths with managed IT pricing: a three-tier brochure, or a quote based on your actual setup. We do the second. Your free hour tells us what's in your environment, and the number coming out of it is what you pay. No tier upgrades, no ticket surcharges.
Your IT team, not a vendor.
When you call, you're calling the same people who set up your backup, tuned your firewall, or argued with your cloud provider on your behalf last month. We work on your environment together, share knowledge of it, and carry continuity across the relationship. Not a rotating tier-1 queue, not an account manager standing between you and the work.
Response, not a template.
A 4-hour response means different things for a solo practice and a logistics shift at 2am. So we skip the one-size SLA table. We walk through what "urgent" actually means for your business in your free hour, and commit to numbers we can honor. Real numbers land in your contract.
Contracts you can leave.
No contract should outlast the work that pays for it. Ours doesn't. 30 days notice to part ways, no cancellation penalties. Every quarter we sit down and review what you're paying for against what you actually used. If something can come down, we tell you. If your needs grew and costs should go up, we explain why. Either way, you know where you stand. That's built into the contract, not a favor we choose to do.
Your free hour includes a review of your accounting software environment, not just servers and endpoints.
We don't push changes to your environment January through April, or September during extension season. Your filing calendar is our maintenance calendar.
Meet your founders.
No rotating queue, no tier-1 roulette. When you call, you're calling your IT team. Between them: decades of experience supporting accounting software environments.
Jay Carney
Operations and automation
Designs the runbooks, monitoring, and recovery procedures that keep a business's IT predictable. Two decades across government, pharma, and manufacturing, where an outage isn't a ticket. It's a headline.
Aaron Lamb
Systems architecture and client engagement
25+ years across federal health, defense, telecom, and pharma. The person who'll sit across from you in your free hour and tell you what your stack actually needs.
The machine behind them
Automation, monitoring, and runbooks
The operational layer that lets two founders support businesses at scale. Managed EDR watching endpoints around the clock, monitoring across your stack, documented runbooks for the work that happens the same way every time, and capacity held back so the third fire doesn't wait for the first two to get cleaned up.
Questions accounting firms ask.
The honest answers to what CPA practices want to know before they switch IT vendors.
We already have someone who handles our IT. Is this for us?
Depends on what 'handles IT' means. If it's a break-fix relationship: someone you call when something breaks, that's a different model than what we do. We run your environment proactively. The quarterly review is designed specifically to find problems before they interrupt a filing deadline.
Do you support QuickBooks hosted environments?
Yes. We've worked with desktop, hosted, and online variants. If you're running QuickBooks on a local server, in the cloud, or through a third-party hosting provider, we know how those environments behave and what breaks.
What does the free hour actually cover?
Your environment. What's running, what's exposed, what's quietly aging out. For accounting firms we pay particular attention to how client data is stored, who has access to it, and whether your backup has actually been tested recently. The number that comes out of that hour is what you pay. No tier brochure.
We don't think we're a target for a breach. Should we be worried?
CPA firms are a specific target category. You hold financial data on dozens of businesses. That's a more valuable breach than a single company's records. Most attacks on small CPA practices are opportunistic: they succeed because the practice didn't think it was worth targeting.
Do you work with firms our size?
Yes. Our typical accounting firm engagement is under 20 people. The quarterly review model was built specifically for practices at this scale, where IT needs to be reliable but not a full-time internal function.
We hire seasonal staff for tax season. Is that a security concern?
Yes, and it's one of the most common access control failures we find in CPA practices. Staff get provisioned in January and the accounts are never deprovisioned when the season ends. We track temporary access, flag stale accounts, and make sure people only have access to what they need while they're active — and nothing after.
Will you be making changes to our systems during tax season?
No. We treat January through April as a change freeze for your environment. September during extension season is the same. We plan maintenance, updates, and any infrastructure work around your filing calendar, not ours. If something breaks and needs an emergency fix, we handle it. Discretionary changes wait.
We already have someone who handles our IT. Is this for us?
Depends on what 'handles IT' means. If it's a break-fix relationship: someone you call when something breaks, that's a different model than what we do. We run your environment proactively. The quarterly review is designed specifically to find problems before they interrupt a filing deadline.
Do you support QuickBooks hosted environments?
Yes. We've worked with desktop, hosted, and online variants. If you're running QuickBooks on a local server, in the cloud, or through a third-party hosting provider, we know how those environments behave and what breaks.
What does the free hour actually cover?
Your environment. What's running, what's exposed, what's quietly aging out. For accounting firms we pay particular attention to how client data is stored, who has access to it, and whether your backup has actually been tested recently. The number that comes out of that hour is what you pay. No tier brochure.
We don't think we're a target for a breach. Should we be worried?
CPA firms are a specific target category. You hold financial data on dozens of businesses. That's a more valuable breach than a single company's records. Most attacks on small CPA practices are opportunistic: they succeed because the practice didn't think it was worth targeting.
Do you work with firms our size?
Yes. Our typical accounting firm engagement is under 20 people. The quarterly review model was built specifically for practices at this scale, where IT needs to be reliable but not a full-time internal function.
We hire seasonal staff for tax season. Is that a security concern?
Yes, and it's one of the most common access control failures we find in CPA practices. Staff get provisioned in January and the accounts are never deprovisioned when the season ends. We track temporary access, flag stale accounts, and make sure people only have access to what they need while they're active — and nothing after.
Will you be making changes to our systems during tax season?
No. We treat January through April as a change freeze for your environment. September during extension season is the same. We plan maintenance, updates, and any infrastructure work around your filing calendar, not ours. If something breaks and needs an emergency fix, we handle it. Discretionary changes wait.
The Promise
The sentence we want clients to tell their friends.
We're building for one recommendation, not the marketing version. Just this:
Call them. They'll help you solve your problem.
Everything on this page is in service of earning that sentence.
What you should expect, and what you shouldn't.
The difference between a good MSP and a bad one isn't skill. It's what the company is built to do. Here's what we are, and what we're not.
We are
- The Managed IT team that'll tell you when you don't need us
- Your IT team, with shared knowledge of your environment
- Stack-agnostic. We recommend what works for you
- Custom-quoted per stack, not a brochure of three tiers
- A team that's been on your side of the table
- A contract that ends when you say so, with documentation that travels with you
We are not
- A commission-driven reseller pushing vendor stacks
- A pressure sales pitch dressed up as an "assessment"
- A ticket queue where your issue waits behind 40 others
- A tier upgrade trap with surprise charges
- Locked into one vendor's ecosystem
- Niche-limited or industry-specific
We'll tell you when you don't need us. That's the differentiator.
Your first hour is free.
We'll look at your environment, including your accounting software setup and how your client data is stored and protected. The number that comes out of it is what you pay.
Simpler, stronger, more capable. Without anything you don't need.
Hexaxia. The Strategic Technology Partner that redefined what every business should expect from managed IT.