The Complete Managed IT Services Checklist for Enterprise Accounting Firms

As an enterprise accounting firm, you understand the critical importance of data security and technology reliability. But with the ever-evolving threat landscape and the increasing complexity of IT infrastructure, ensuring your firm is supported and secure can be daunting.

At PCe Solutions, we understand the challenges you face. We work with numerous large accounting firms, providing comprehensive managed IT solutions designed to meet each firm’s unique needs. Through our work with these firms and other businesses, we’ve built a solid reputation for rapid response times,  quality solutions, and a proactive approach to IT management.

To help you better understand how to prepare your large accounting firm for a shift to PCe Solutions’ managed IT services, we’ve created the following managed IT services checklist, outlining considerations and information to prepare before getting started.

1. Business Overview:

• Size and Location: How many employees rely on technology daily, and where are your offices? This helps us tailor solutions to your specific operational needs.
• Growth Plans: Are you expanding? We can help you scale your IT infrastructure to support your growth seamlessly.
• Business Hours and After-Hours Support: We offer flexible support options to ensure you’re always covered.

2. Current IT Environment:

• Infrastructure: Do you have on-site servers, a cloud-based setup, or a hybrid environment? Understanding your infrastructure is critical for effective IT management.
• Data Location: Where is your sensitive data stored? Ensuring its security and accessibility is paramount.
• Devices: Do you use PCs, Macs, or a mix? We support all major platforms.
• Cybersecurity: Are you utilizing advanced security measures like multi-factor authentication (MFA), phishing simulations, and endpoint detection and response (EDR/XDR)? We help fortify your defences against cyber threats.
• Disaster Recovery: Do you have a formal disaster recovery plan in place? We can help you develop and implement a robust plan to minimize downtime in the event of an incident.
• Compliance: Are there specific industry regulations you must adhere to? We stay up-to-date on compliance requirements to ensure your firm is always in good standing.

3. Current IT Support:

• Existing Arrangements: Do you currently have an IT support provider or manage IT in-house? We can help you assess the effectiveness of your current setup and make recommendations for improvement.
• Challenges: Are you experiencing slow response times, recurring issues, or a lack of proactive IT management? We prioritize fast, effective support and prevention.
• Communication: Do you have regular meetings with your IT provider to discuss your goals and challenges? We value open communication and collaboration.
• IT Goals: What are your short-term and long-term IT objectives? We’ll align our solutions with your goals to ensure your technology supports your business success.
• Access and Control: Do you have access to all your administrative passwords and systems? We believe in transparency and empowering you to manage your IT environment effectively.
• Vendor Relationships: Do you work with specific technology vendors? We can seamlessly integrate your preferred solutions into your IT ecosystem.
• IT Documentation: Do you have up-to-date network diagrams and asset inventories? We document your IT environment for improved visibility and management.

Next Steps to Engaging Managed IT Services

If you’re looking for an IT partner that prioritizes your needs, understands the unique challenges of enterprise accounting firms, and delivers fast, quality solutions, consider engaging PCe Solutions to provide you with professional managed IT services. 

Book a consultation with our experts to learn more about our solutions for enterprise accounting firms.