Accounting Professionals

We have been working with the accounting profession for over 25 years, and know the applications you use and the issues you have with your computers and your clients.

We are QuickBooks Pro Advisors, focusing on installation and support. We keep up with bugs and compatibility issues, and can keep multiple years of QuickBooks versions running smoothly on your computers.

We work with PeachTree Accounting, and know how to keep it updated and running smoothly.

We can assist you with BusinessWorks, Best Software’s MAS 90 / MAS 200 series.

If you use an accounting system for your clients, we have probably worked with it and can support it.

We work with a variety of tax calculation programs, including Lacerte, ProSystem, and OrrTax.

We work with time and billing systems: BNA, Creative Solutions Practice CS, CCH and others.

We are familiar with  tools and utilities used by CPA’s , including Tvalue, County Tax software, issues with e-file, Payroll systems,  and of course Microsoft Office with Excel.

We support commonly used research and tax planning tools such as BNA, CCH RIA / Thompson Reuters, and Lexis-Nexus. Most of these are now web based.

We have assisted many of our clients in making the transition to a more paperless office, and are familiar with scanning and document management solutions.

We are familiar with the security and compliance requirements of the Accounting and CPA industry, and have some unique solutions for password management for the many websites your staff need to access.

Financial Advisors

We are well aware of the compliance requirements of Financial Advisors. We have worked with email archiving systems and a variety of CRM systems.  We can assist with maintaining the level of security required – you can focus on your business rather than technology.


We have worked with the insurance industry for years. We are familiar with setting up automated faxing solutions and integrating document management and CRM. We have worked with a variety of software programs specifically designed for managing insurance agencies such as TAM. We have set up remote worker solutions.

We have developed websites and navigated through the compliance requirements for web marketing for insurance agents and agencies.

Al Benoy Insurance

Designed and built website, provide IT support, including assistance with their marketing and CRM systems.

Chimienti & Associates

Assisted with Website design, including integration with Group Insurance enrollment and support systems.

Credit and Collections

We are familiar with the special requirements of the collection industry. We have worked with dialers, and the integration of phone and CRM systems. Your accounts remain secure with proper planning and ongoing security monitoring for compliance.

Financial Credit Network

We assisted with their migration from XP to Windows 7, upgraded servers through several generations, provided support for their secure web  and FTP sites, and assisted with the website implementation.  We continue to work to assure systems are secure and reliable.

Financial Industry Resources


  • Many businesses that handle money have special compliance requirements. More…
  • Website login passwords are one of the biggest security issues for financial professionals. We recommend using LastPass, which allows you to securely keep control of which logins your employees use. More…