Your clients trust you with their financials. You need IT you can trust.

Regulatory compliance, data protection, and audit readiness — built into your IT from day one.

Talk to Our Team
CISSP CertifiedSecurity Leadership
SOC CompliantAudit-Ready Controls
35+ YearsRegulated Industries
Fiduciary ReadyData Protection Built In

Your firm handles data that can move markets, destroy reputations, and trigger regulatory action. Your IT partner should understand that.

Financial district skyline

From WISP documentation to daily compliance operations — IT built for firms that can’t afford to get it wrong.

The gaps most financial firms discover too late.

Your current IT provider says everything is fine. But when the auditor asks for documentation, when a phishing email targets your controller, when busy season hits and systems slow to a crawl — that’s when the gaps become obvious.

No audit documentation

When regulators ask for evidence of controls, your IT provider has nothing to show. You scramble to piece together what should already exist.

Security as an afterthought

Generic IT treats security as an add-on package. For firms handling financial data, security has to be foundational — not optional.

Busy season failures

Your team is working 80-hour weeks and systems go down. Your IT provider doesn’t understand why January through April is different from any other month.

No compliance understanding

SOX, PCI, GLBA, SEC rules — your IT provider treats these as acronyms, not as the operational requirements that shape every decision you make.

IT built for firms that answer to regulators.

We’ve spent 35 years in regulated industries where data protection carries real penalties. That discipline shapes every system we build, every policy we write, and every incident we handle.

Encryption & Access Controls

AES-256 encryption, enforced MFA, role-based access — every layer locked down to protect client financials and firm data.

Audit-Ready Documentation

Continuous compliance records, change logs, and control evidence maintained in real time — ready when the auditor arrives.

24/7 Threat Monitoring

Continuous detection, anomaly alerting, and rapid incident response. Your firm’s data is watched around the clock.

Tested Backup & Recovery

Documented RTO/RPO targets with regular verification. Your data survives ransomware, hardware failure, and human error.

Engagement models that fit your firm.

Whether you need a complete IT department or targeted security expertise, we structure engagements around how financial services firms actually operate.

Managed IT

Complete IT Operations

Infrastructure, cloud, end-user support, and vendor coordination — designed for firms that handle sensitive financial data. Security and compliance built in.
Managed Security

Continuous Protection

Vulnerability management, threat detection, and security monitoring. Protecting client data and your firm’s reputation around the clock.
Risk Assessment

Know Where You Stand

Comprehensive assessments mapped to SOX, PCI, and GLBA. Identify gaps, document controls, and demonstrate due diligence.
AI Automation

Workflow Automation

Document processing, data handling, system integration — built with the security discipline your industry requires. Select engagements only.
Secure financial operations

35 years of regulated-industry discipline, applied to protecting the data your clients trust you with.

What separates financial IT from generic IT.

Capability Generic IT CCI Financial IT
Security Posture One-size-fits-all Built for financial data
Compliance Annual checkbox Daily operations
Audit Readiness Scramble when asked Always documented
Busy Season Same SLA year-round Priority support Q1
Data Recovery Untested backups Verified RTO/RPO
Frameworks No SOX knowledge SOX, PCI, GLBA ready

Questions we hear most.

Do you have experience with financial services specifically?

Yes. We support accounting firms, financial advisory practices, and professional services organizations. The compliance discipline we built in healthcare — SOX-level rigor, audit documentation, access controls — transfers directly to financial services.

What accounting and financial software do you support?

We work with all major platforms — QuickBooks, Sage, Thomson Reuters, CCH, and others. We handle integration, security, user management, and ongoing support.

Can you help with SOX and SEC compliance?

Compliance is embedded in our process. From risk assessments to managed security to day-to-day IT decisions — we build and document controls that satisfy regulatory requirements.

How do you handle busy season?

We understand the pressure. Your systems need peak performance when your team is working long hours under tight deadlines. We plan for busy season proactively — maintenance scheduled around your calendar, extra support capacity when you need it.

How does pricing work?

Predictable monthly agreements, right-sized to your firm — your users, your locations, your systems. No surprise invoices during busy season or any other time.

IT that protects what you’ve built.

Your firm’s reputation depends on protecting client data and meeting regulatory requirements. If your current IT doesn’t treat security and compliance as fundamental — let’s talk.

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Or call us directly: 303.756.9401