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.

Accounting firm office representing Delvetek's managed IT and cybersecurity for CPAs

Managed IT & Cybersecurity Services for Accounting & CPA Firms

Accounting firm office representing Delvetek's managed IT and cybersecurity for CPAs

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.

10+ yrs

Years in Business

CISSP

ISC2 Certified

CCCS·CIS·NIST

Benchmarked Protocol

24/7

Monitoring Coverage

Trusted by

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo
LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

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 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 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

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 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 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.

Our Services

Managed Services

Managed Services

Proactive IT management and 24/7 monitoring to keep your systems running at peak performance.

Managed IT Services Network Security Microsoft 365 & Azure AWS Infrastructure
LEARN MORE →
Consulting

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
LEARN MORE →
Cybersecurity

Cybersecurity

Safeguard your business and get the peace of mind you need.

Consult Identify Protect Recover
LEARN MORE →
Solutions

Solutions

Custom technology solutions tailored to your business needs.

Nutanix Modern Workplace Office 365 Lockdown AI & Co-Pilot
LEARN MORE →

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 around your filing calendar, 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

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.

Our Industry Partners

We partner with industry-leading technology providers to deliver enterprise-grade solutions at an affordable price point.

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo
LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

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.

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.

© 2026 Delvetek. All rights reserved. #FutureProof

FOLLOW US