Our Industries

Finance

Your clients rely on you to get the detail right, and your team needs their systems working when the deadlines stack up. We look after IT for finance businesses across Newcastle and the Central Coast, covering day-to-day support, cyber security, Microsoft 365 and backups. We work with accounting practices, financial advisers, bookkeepers and mortgage brokers.

Wondering how we can help?

Every business has different I.T. needs. Let’s chat about yours and find a solution that works for you.

Get in touch

How often does technology stop your team working?

Client folders that won’t load, an email problem in the middle of tax time, someone who can’t get into an application right before a client meeting. Small problems, but they eat into billable time and they always seem to happen at the busiest point of the year.

Then there’s the stuff nobody notices until it’s too late, like a mailbox quietly filling up or a former staff member who can still get into client records.

What we look after

Helpdesk and everyday support

Your team gets one number to call and a team that already knows your setup. We monitor your computers in the background and keep updates and maintenance ticking over, so fewer problems get in the way of client work.

Cyber security

Finance businesses are a big target for email scams and fake payment requests. We lock down how people sign in, protect your devices, keep an eye out for suspicious activity and make sure there’s always a recent backup to fall back on.

Accounting, advice and broking software

We look after the computers, network and Microsoft 365 setup your client software relies on. If something needs the software vendor, we’ll deal with them for you. We’ll confirm exactly what we support for your platforms before we start.

Microsoft 365 and email

We set up and manage your email, Teams and SharePoint, including phishing protection and access controls. When someone starts or leaves, we make sure their access is set up or removed properly.

Backups and recovery

A backup is only worth having if you can actually restore from it. We work out which files and systems matter most, then set up backups so a dead laptop or a deleted folder doesn’t turn into a lost client file.

Working from home or another office

Your team should be able to get to their files from home, a client’s office or another branch without any workarounds. We set up secure remote access and keep things consistent across every location.

How we work

We explain things in plain English, so you know what needs doing and why.
We stay on top of maintenance and security instead of waiting for something to break.
We plan ahead with you for new staff, new offices and busy periods.
You deal with a local team who get to know your business.

Answering your questions about Finance

Most likely. Let us know what you’re using and we’ll confirm what we support directly and where the vendor needs to be involved.

It’s a mix of secure sign-in, device protection, monitoring and backups. What’s right for you depends on your systems and how your team works, so we’ll go through that with you first.

We can put the agreed technical controls in place and document them for you. Your actual legal and regulatory obligations should be confirmed with your compliance adviser.

Usually with a chat about what’s frustrating your team and what you’ve got in place now. From there we’ll tell you what’s worth fixing first.