Accounting and advisory
Practice IT, security and automation for firms holding client financial data and working to a compliance calendar.
01
The environment
An accounting practice holds more sensitive financial data than most of its clients do, and works to a calendar that concentrates the year into a few weeks. Both facts decide what the technology has to survive.
- Client financial data and tax credentials concentrated in one place, which is what makes a practice worth attacking
- Compliance deadlines that turn a manageable year into a few weeks of everything at once
- A practice stack, ledger, practice management, document management and tax, that has to agree with itself
- Client verification and AML obligations that generate records which then have to be kept
- Staff and contractors working across the practice, home and client sites
02
What we deliver
- Managed Microsoft 365, identity and hardened device baselines across the practice
- Phishing resistance, MFA and conditional access, because business email compromise is how this usually starts
- SMB1001 certification as a CyberCert partner, and alignment work against Essential Eight, NZISM and ISO 27001
- Automation of the repeated preparation and document handling that fills the peak
- Backup, retention and recovery matched to how long the records actually have to be kept
03
Where it usually starts
Often the peak itself: something that worked at half the volume and does not at full. We look at where the hours genuinely go before automating anything, because the answer is more often a handover between systems than a task.
04
Services involved
- Managed IT SupportManaged IT for New Zealand businesses: your systems monitored, maintained and supported by one accountable team.
- Cyber SecuritySecurity advisory, certification and hands-on protection for New Zealand businesses, from vCISO to incident response.
- AI ServicesAI adoption for New Zealand businesses, governed under the same frameworks as the rest of your environment.
- Technology StrategyIndependent technology advisory for business leaders: roadmaps, governance and decisions you can defend.
Accounting and advisory has a page because its operating conditions change how the work has to be built. It is not a limit on who we work with: the work underneath is the same in any industry.All industries
Next step
Tell us how your operation runs.
We respond within one business day.