Case Study: Accounting Firm

The Challenge

An accounting firm specializing in bookkeeping, accounting, and tax preparation for both individuals and businesses sought a more robust IT support system to address critical data security and operational needs. They had previously worked with smaller IT providers but found these providers often became overwhelmed by service requests, leading to delays and leaving the firm vulnerable. Additionally, they saw the advantage of outsourcing IT services for cost-effectiveness, avoiding the need to manage a full- or part-time IT employee and eliminating concerns over vacation or sick time. With growing cybersecurity concerns in their industry, it became essential to find a partner with proactive, reliable IT expertise.

The Solution

The firm selected Monreal IT for Managed IT and Cybersecurity Services to proactively address their security and operational needs. Monreal IT’s solution provided:

1. Comprehensive Security Measures: Monreal IT enhanced data security, ensuring the firm’s sensitive client information was protected. Regular updates and proactive measures minimized vulnerabilities, with a particular focus on industry-appropriate security practices.
2. Reliable IT Support and Backups: Monreal IT acted as their in-house IT provider, offering consistent IT support for employees, secure backups, and quick resolutions for any technical issues. This gave the team the freedom to focus on their accounting services rather than worrying about IT problems.
3. Consulting and IT Strategy Support: Monreal IT offered ongoing consulting to help the firm make informed IT-related decisions, adding value by providing guidance that aligned with the firm’s specific needs and goals.

During onboarding, the firm appreciated the overall transparency and attention to detail from Monreal IT, who clarified expectations and addressed the unique aspects of the firm’s systems. Monreal IT’s focus on building a collaborative relationship ensured a smooth transition and effective communication throughout.

The Results

Since partnering with Monreal IT, the accounting firm has experienced substantial improvements in their IT operations:

1. Enhanced Security and Peace of Mind: Monreal IT’s proactive security measures and consistent support have provided the firm with greater peace of mind, knowing their data and systems are protected.
2. Cost Efficiency and Predictability: By outsourcing their IT, the firm benefits from fixed costs, allowing them to manage their budget without concerns over fluctuating expenses.
3. Accessible Support and Improved Responsiveness: With Monreal IT, the firm can easily reach out for support without additional costs for each request. Staff members find it easy to contact support, knowing they’re treated as partners rather than a burden.
4. Increased System Reliability: The firm now experiences reliable, uninterrupted access to systems. When issues do arise, Monreal IT resolves them promptly, minimizing downtime and maintaining productivity.

Reflecting on the partnership, a representative from the firm shared, “We feel free because we can pick up a phone and call for support. Smaller requests are able to be serviced without pain.” They also appreciated the dependable collaboration with Monreal IT, describing it as “a relationship of collaboration, mutual respect, and dealing with each other’s situations.”

With Monreal IT’s support, the firm has gained a true partner who understands their unique challenges and proactively addresses them, making Monreal IT an essential part of their ongoing success.