IT Support for Accounting Firms & CPA Offices

Guerrero Consulting helps accounting firms, CPA practices, and bookkeepers across New Jersey, Philadelphia, and Delaware keep their technology secure and reliable — especially during tax season when there's no margin for downtime.

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Serving NJ, Philadelphia & Delaware

Your clients trust you with their most sensitive financial data.
Your IT should protect it.

Accounting firms handle some of the most sensitive data a business or individual possesses — tax records, financial statements, payroll information, and legal documents. A ransomware attack, a data breach, or even a single day of downtime during filing season can be catastrophic.

Guerrero Consulting works with accounting firms and CPA offices to build secure, reliable technology environments — with a focus on data protection, secure remote access, and systems that stay up when you need them most.

  • Encrypted file storage and secure client data handling
  • QuickBooks and accounting software support
  • Secure remote access for staff working from home
  • Proactive monitoring so problems don't hit during tax season
  • Per-user managed IT with no surprise bills

Free IT Review for Your Firm

Not sure if your data is as protected as it should be? We'll review your current setup and tell you exactly where you stand — no obligation, no pressure.

Request Free Assessment 📞 (609) 225-4973

What We Do

IT Services Built for Accounting & Finance Firms

Every service we offer is built around what accounting firms actually need — data security, reliable uptime, and technology that supports the way your team works.

Managed IT for Accounting Firms

Managed IT & Proactive Monitoring

We proactively monitor your systems, apply security patches, and catch problems before they interrupt your work. Managed clients get per-user monthly pricing, priority response, and a direct line to reach us — not a ticketing system. No more scrambling to find help when something breaks in the middle of a client deadline.

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Cybersecurity for CPA Firms

Cybersecurity & Data Protection

Accounting firms are high-value targets for ransomware and phishing attacks because of the financial data they hold. We implement endpoint protection, email security filtering, multi-factor authentication, and network monitoring to keep your firm's data — and your clients' data — out of the wrong hands. We also help train staff to recognize phishing attempts, which remain the most common point of entry.

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Microsoft 365 for Accounting Firms

Microsoft 365 & Cloud Setup

We set up and manage Microsoft 365 for accounting firms — business email, Teams for internal communication, SharePoint for secure document storage, and OneDrive for file access from any device. Proper access controls and permissions ensure only the right people can access sensitive client files. We handle licensing, migration from old systems, and ongoing administration so your team can focus on clients.

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Secure Remote Access for Accountants

Secure Remote Access

Many accountants work from home, especially during tax season. We set up secure remote access solutions — VPN, remote desktop, and cloud-based file access — that let your team work from anywhere without compromising client data security. Every remote connection is encrypted, authenticated, and monitored so you have full visibility into who's accessing what.

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Cloud Backup for CPA Offices

Cloud Backup & Disaster Recovery

Losing client records — whether to a ransomware attack, hardware failure, or accidental deletion — is a catastrophic event for any accounting firm. We set up automated, encrypted cloud backup with tested restore procedures so that if the worst happens, you can recover quickly and completely. Backups run automatically, are verified regularly, and are stored off-site so a local disaster won't take your data with it.

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QuickBooks and Accounting Software Support

QuickBooks & Software Support

We support the full range of accounting software your firm relies on — QuickBooks Desktop and Online, Drake Tax, ProSeries, Lacerte, and others. If something breaks, crashes, or won't connect to a network drive, we diagnose and fix it. We also handle printer, scanner, and peripheral troubleshooting — all the day-to-day technical issues that pull you away from actual client work.

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Why Firms Choose Us

Local IT Support That Understands Accounting

Tax Season Ready

We understand that January through April is not the time for IT problems. Our managed plans include proactive maintenance specifically timed to prevent issues during your busiest period.

Data Security First

Client financial data requires the highest level of protection. Every system we configure includes encryption, access controls, and monitoring — not as add-ons, but as the baseline.

Local & Responsive

We're based in Galloway, NJ and serve accounting firms throughout South Jersey, Philadelphia, and Delaware. When you need someone on-site fast, we're not routing you through a call center.

Per-User Pricing

Simple per-user monthly pricing covers monitoring, maintenance, and helpdesk support. No per-incident billing, no surprise invoices — just reliable IT at a cost that scales with your team.

Success Stories

Anonymized examples of the kinds of problems we've solved for accounting firms and CPA offices across South Jersey.

CPA Firm

Cherry Hill — Microsoft 365 Migration & Secure Remote Access

A 5-person CPA firm was using a mix of personal email accounts and a shared in-office file server with no remote access. Partners working from home were emailing client tax documents back and forth with no encryption.
Migrated the firm to Microsoft 365 with encrypted business email, SharePoint for secure document storage, and a VPN for remote access. Partners can now securely access all client files from home without emailing sensitive documents.
Solo Accountant

Galloway — Ransomware Prevention & Backup Recovery Plan

A solo bookkeeper had no endpoint protection, no offsite backup, and was storing all client files on a single desktop computer. A ransomware attack would have been unrecoverable — and a near-miss phishing email made that risk very real.
Installed endpoint protection with real-time threat monitoring, set up automated encrypted cloud backup with 90-day retention, enabled multi-factor authentication on all accounts, and configured email filtering to catch phishing attempts before they reach the inbox.
Multi-Staff Accounting Firm

Marlton — Network Overhaul & Tax Season Prep

An 8-person accounting firm had aging workstations, a failing network switch, and no IT support. Two workstations crashed during the prior tax season and staff were sharing files over an unsecured shared drive with no access controls.
Replaced the failing network infrastructure, migrated file storage to SharePoint with role-based access controls, enrolled the firm in a managed IT plan with proactive monitoring, and replaced the two aging workstations before the next filing season. The firm reported zero IT-related disruptions through the following tax season.

FAQ

Common questions from accounting firms

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Yes. We support QuickBooks Desktop and QuickBooks Online, as well as common tax software like Drake Tax, ProSeries, Lacerte, TaxAct Professional, and others. If your software has a technical issue — network connectivity, multi-user setup, licensing errors, or printing problems — we diagnose and fix it. We work around your software, not the other way around.

Client data protection is the center of everything we configure for accounting firms. We implement encryption at rest and in transit, role-based access controls so only authorized staff can access specific files, multi-factor authentication on all accounts, and endpoint protection on every device. We also set up email security filtering to intercept phishing and malicious attachments before they reach your staff.

We time our proactive maintenance — major updates, hardware replacements, and infrastructure changes — around your schedule, not tax season. For managed clients, we typically do a pre-season review in December or early January to make sure everything is in solid shape before the busy period starts. If something does break during filing season, managed clients get priority response. We treat your deadlines like they're ours.

Yes, and we make sure it's done right. We set up VPN or secure remote desktop access so staff can connect to office systems and files from home over an encrypted connection. For firms on Microsoft 365, we configure SharePoint with the right access controls so files are available from any device without emailing sensitive documents. Every remote access solution we configure includes multi-factor authentication.

For most small accounting firms, yes. The alternative — paying per incident when something breaks — tends to cost more over time and guarantees problems will hit at the worst moments. A managed IT plan gives you proactive monitoring that catches issues before they escalate, a flat predictable monthly cost, and priority response when something does go wrong. For a firm handling client financial data, the cost of a data breach or a week of downtime during tax season far outweighs the cost of prevention.

Ready to protect your firm's data and keep your systems running?

Get a free, no-pressure IT assessment. We'll review your current setup and tell you exactly what's working, what isn't, and what to prioritize — in plain English.

Request Free Assessment 📞 Call (609) 225-4973