Protect Client Data.
Stay Compliant. Stay Productive.
Accounting firms and CPA offices handle sensitive client financial data. You need IT that keeps that data secure, systems that don't fail during tax season, and support from someone who understands the accounting business. Guerrero Consulting delivers all three.
The IT Challenges
Accounting Firms Face
These are the problems we help accounting firms solve every week.
Client Data Security
Client financial data is gold to attackers. We implement encryption, access controls, and threat monitoring so your data and your clients' data stay protected.
Tax Season Reliability
January through April is no time for IT problems. Proactive maintenance and monitoring ensure your systems stay up when deadlines are tightest and workload is heaviest.
Remote Work Setup
Many accountants work from home, especially during tax season. Secure remote access, encrypted file sharing, and VPN keep client data safe even when staff is distributed.
Software & Licensing
QuickBooks, tax software, and business applications all need to work. We support your full software stack so you stay focused on clients, not tech problems.
Complete IT Services
for Accounting & Finance Firms
Everything configured to protect client data and keep systems up.
Microsoft 365 Business Premium
Business email with encryption, Teams for internal communication, SharePoint for secure document storage, and OneDrive for remote file access - all with proper access controls.
Cybersecurity & MFA
Multi-factor authentication on all accounts, endpoint protection on every device, email security filtering, and network monitoring so your firm is protected from phishing and ransomware.
Cloud Backup & Disaster Recovery
Encrypted backup and documented restore procedures can support faster recovery after ransomware, hardware failure, or accidental data loss while reducing disruption to client service.
Secure Remote Access
VPN, encrypted file sharing, and cloud-based solutions so your team works safely from home or the office. Every connection is encrypted, authenticated, and monitored.
QuickBooks & Software Support
We support QuickBooks Desktop and Online, plus tax software like Drake, ProSeries, Lacerte, and others. Network connectivity, licensing, and troubleshooting all covered.
Helpdesk Support
Filing-season support can include defined priorities, a direct support path, and scheduled on-site assistance when physical work is required.
Tax Season Readiness
Starts Months Before
Planning maintenance before tax season can reduce avoidable disruptions during the busiest months. We review systems, identify aging hardware, patch supported software, and verify backup procedures so priorities are documented before January.
Schedule Tax Season ReviewData Security & Local Support
You Can Count On
Data Security First
Client data protection is core to every system we configure. Encryption, access controls, monitoring - not bolt-ons, but the foundation of everything we do.
Tax Season Experts
We schedule proactive maintenance around your busiest periods. December reviews prevent January problems. You stay focused on clients; we handle the IT.
Local & Responsive
We're in Galloway, NJ and support accounting firms across South Jersey with responsive remote help and scheduled on-site visits when needed. You reach a person, not a call center - someone who understands accounting workflows.
Common Accounting Firm Questions
Do you support QuickBooks?
Yes. We support QuickBooks Desktop, QuickBooks Online, and other tax software. Network setup, licensing, and troubleshooting all included.
Can staff work from home securely?
Yes. VPN, encrypted file sharing, and cloud access keep client data safe. Every remote connection is encrypted and authenticated.
How do you prevent downtime during tax season?
Pre-season maintenance, monitoring, and response expectations can be scoped around your filing calendar and documented in the support proposal.
What about backups and disaster recovery?
Automated encrypted cloud backup with 90-day+ retention. We test restore procedures regularly so when you need them, they work.
Let's Secure Your Firm's IT
We offer a free IT assessment for accounting firms. We'll review your data security, backup procedures, remote access setup, and tax season readiness - and tell you exactly what's working and what to improve.