Managed IT & Cybersecurity Services for Accounting & CPA Firms
Every return you file carries someone's entire financial life.
Tax season doesn't leave room for a server outage, a locked-out practice
management system, or a phishing email that gets clicked because everyone'smoving too fast to double-check.
Delvetek finds and closes the configuration gaps that put client financial data, your cyber insurance, and your busiest quarter at risk — benchmarked against CCCS, CIS, and NIST standards.
IT & Cybersecurity for Financial Services & Insurance Firms
You assess risk for a living.
Who's assessing yours?
Construction moves more money through a single milestone billing than most
businesses see in a quarter — and attackers have noticed. Delvetek finds and
closes the configuration gaps that put your payments, your bid eligibility, and
your cyber insurance at risk — benchmarked against CCCS, CIS, and NIST standards.
10+ yrs
Years in Business
CISSP
ISC2 Certified
CCCS·CIS·NIST
Benchmarked Protocol
24/7
Monitoring Coverage
Trusted by
Trusted by
THE PROBLEM
The firm that built its own IT stack hits a wall
Most accounting and CPA firms didn't set out to run their own IT department. A server here, a shared drive there, one person who "handles the computer stuff" between engagements. It works — until the firm grows past a handful of preparers.
It shows up at the worst possible time
A filing deadline, a partner locked out during crunch, a corrupted shared drive nobody can trace back to a cause. None of that is a coincidence — it's the predictable result of infrastructure nobody has stress-tested.
Your clients are already asking questions
Larger corporate and institutional clients now run security questionnaires before they'll hand financial data to an outside accounting firm. Cyber insurers require documented controls before they'll issue or renew a policy.
THE PROBLEM
The irony nobody talks about
Financial and insurance firms spend their entire business underwriting and pricing risk for other people.
Meanwhile, the firm's own IT environment — the one holding client financial data, policy files, and account access — often hasn't been assessed with the same rigor.
The DIY stack, unreviewed
A DIY stack built over years, one person who "handles the computer stuff," a Global Admin list nobody has reviewed since the last provider switch. It works, until it's tested — by an attacker, an underwriter, or a client's due diligence team.
Your own underwriter is asking your questions back
Cyber insurers increasingly require documented controls — enforced MFA, EDR, immutable and tested backups — before they'll issue or renew a policy, and are declining coverage or capping payouts when those controls are missing.
Source: one widely cited industry estimate — Cloud Forces, "The Cyber Insurance Gap" — verify current figure before publishing.
THE STAKES
You won't find out until it's too late to fix quietly
A firm that has never had an incident can still fail a client's questionnaire or an insurance renewal — and typically won't know until the exact moment it costs them the most.
THE STAKES
Failing your own test is a credibility problem, not just an IT one
For a firm whose entire value proposition is managing risk for others, failing that same test internally isn't a minor embarrassment
— it's a trust problem with clients and referral partners who assumed you'd already covered this.
THE MECHANISM
What we actually find: Invisible Configuration Debt
Most accounting firms aren't breached because they have no security tools. They're breached because the Microsoft 365 or Google Workspace license they already pay for was never fully configured — and nobody has checked since setup.
MFA licensed but not enforced across every preparer and partner account.
Excess Global Admin accounts left over from a prior IT provider or departed staff.
Legacy authentication protocols left open, bypassing MFA entirely during peak season.
Backups that run on schedule but have never been test-restored.
THE MECHANISM
What we actually find: Invisible Configuration Debt
Most financial services and insurance firms aren't breached because they have no security tools.
They're breached because the Microsoft 365 or Google Workspace license they already pay for was never fully configured — and nobody has checked since it was set up.
MFA licensed but not enforced across every advisor, broker, and admin account.
Excess Global Admin accounts left over from staff turnover or a prior IT provider.
Legacy authentication protocols left open, bypassing MFA entirely.
Backups that run on schedule but have never been test-restored.
Our Services
Managed Services
Comprehensive IT management and 24/7 monitoring to keep your systems running at peak performance.
Managed IT Services
Managed Network Security
Managed Office 365 & Azure
Managed AWS Infrastructure
Consulting
Expert advice from industry professionals, no project is too big or small for us.
Cloud Consulting
Migration to Cloud
Office 365 Migration
Digital Transformation
Cybersecurity
Safeguard your business and get the peace of mind you need.
Consult
Identify
Protect
Recover
Solutions
Custom technology solutions tailored to your business needs.
Nutanix
Modern workplace
Office 365 Lockdown
AI & Co-Pilot
SERVICES
Managed IT & cybersecurity Services for Financial & Insurance
Managed Services
Comprehensive IT management and 24/7 monitoring to keep your systems running at peak performance.
Managed IT Services
Managed Network Security
Managed Office 365 & Azure
Managed AWS Infrastructure
Consulting
Expert advice from industry professionals, no project is too big or small for us.
Cloud Consulting
Migration to Cloud
Office 365 Migration
Digital Transformation
Cybersecurity
Safeguard your business and get the peace of mind you need.
Consult
Identify
Protect
Recover
Solutions
Custom technology solutions tailored to your business needs.
Nutanix
Modern workplace
Office 365 Lockdown
AI & Co-Pilot
THE OFFER
The Insurability & Contract-Readiness Protocol
We benchmark your environment against CCCS Baseline Controls, CIS Controls, and NIST — the same frameworks your cyber insurer and your larger clients are already measuring you against.
THE OFFER
The Insurability & Contract-Readiness Protocol
We benchmark your environment against CCCS Baseline Controls, CIS Controls, and NIST — the same frameworks your cyber insurer and the GCs you bid to are already measuring you against.
1
Infrastructure audit
Aging hardware, undocumented systems, single points of failure.
2
Vulnerability assessment
MFA enforcement, admin role sprawl, legacy auth exposure.
3
Cost optimization
Break/fix vs. managed spend, licensing overlap.
4
Technology roadmap
Sequenced around your filing calendar, not a sales pitch.
1
Infrastructure audit
Aging hardware, undocumented systems, single points of failure.
2
Vulnerability assessment
MFA enforcement, admin role sprawl, legacy auth exposure.
3
Cost optimization
Break/fix vs. managed spend, licensing overlap
4
Technology roadmap
Sequenced to your firm's growth, not a sales pitch.
PROOF
10+ years keeping regulated businesses operational
Delvetek has served businesses across North America since 2016, with certified expertise including Azure Solutions Architect Expert and ISC2 CISSP, backed by direct partnerships with Microsoft, Veeam, and SentinelOne.
"Delvetek team is professional, responsive, and knowledgeable. They quickly address issues, provide reliable solutions, and ensure our systems run smoothly. Highly recommended for any business looking for dependable IT support and managed services."
Threat IQ Inc
"As an insurance company, we've partnered with Delvetek to manage our IT operations for over 15 years. Their highly skilled team has consistently met and exceeded project expectations. They've truly earned our trust as our go-to partner for all things IT."
Maximum Insurance Adjusters
"We have engaged Delvetek for various IT projects and consulting services at Amica. Their team consistently delivers excellent, top-tier results. The Delvetek team is knowledgeable, responsive, and committed to providing high-quality service. It's a pleasure working with a partner we can truly rely on."
Amica Senior Lifestyles
Our Industry Partners
We partner with industry-leading technology providers to deliver enterprise-grade solutions at an affordable price point.
WHO'S THIS PERFECT FOR
CONSTRUCTION
FINANCIAL/INSURANCE
LAW FIRMS
accountiNG/CPA FIRMS
FREIGHT
healthcare
manufACTURING
BPO/CALL CENTERS
OTHER INDUSTRIES
WHO'S THIS PERFECT FOR
CONSTRUCTION
FINANCIAL/INSURANCE
LAW FIRMS
accountiNG/CPA FIRMS
FREIGHT
healthcare
manufACTURING
BPO/CALL CENTERS
OTHER INDUSTRIES
Our Industry Partners
We partner with industry-leading technology providers to deliver enterprise-grade solutions at an affordable price point.
Don't let the busiest quarter of the year be the one that breaks you.
You built a practice to serve clients, not to run IT. Get a clear, documented picture of where your configuration debt is sitting — and a fixed-fee path to closing it — before a client questionnaire, an insurance renewal, or a filing-season outage forces the conversation.
Trust is the product. Don't let your IT undercut it.
You built a firm on being the one people trust to manage risk.
Get a clear, documented picture of where your own configuration debt is sitting — and a fixed-fee path to closing it — before a client, a carrier, or a regulator finds it for you.
(905) 499-3498
Unit 29, 1100 Central Parkway West, Mississauga, L5C 4E5, Canada
Delvetek LLC
30 N Gould St # 56502, Sheridan, WY 82801, United States
© 2026 Delvetek. All rights reserved. #FutureProof
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