The origins of accountancy, bookkeeping and many other financial services probably go as far back as the development of writing, counting and money. The ancient Egyptians are thought to have had early auditing systems, and the ruling bodies of the Roman Empire gathered and used detailed financial information.

Today, clients depend on the services of finance and accounting professionals not only for financial records and reporting, but often wider and more impactful business advice.

With firms providing accounting, audit, tax, company secretarial and/or payroll services, and more, accountants and bookkeepers are often seen as part of the business.

Where mortgages, insurances, investments and/or pensions are concerned, independent financial advice is often a critical service for both individual clients and business owners.

What this means to you

If you’re an accountant, bookkeeper or financial adviser, data is critical to you. There’s a lot of sensitive and critical data, so cyber security and data protection are important. There are business decisions to be made from forecasts and performance reports or management accounts, so accuracy and completeness are important too. And there are many different regulatory, legislative and compliance requirements that must be met, so reliability and dependability are also important.

Why we are good

We provide IT support and technology services to many accountancy firms and financial services businesses, and have over 20 years’ experience. We cover Exeter, Plymouth, Torquay, Paignton and Exmouth, as well as the rest of Devon, Cornwall and Somerset. We also have clients in places like Hampshire, Kent, London, Northamptonshire and even Scotland.

We work with larger, multi-office firms and smaller or more specialised businesses alike.

We also have experience working with vendors like Sage, Wolters Kluwer (CCH Central), GetBusy (Virtual Cabinet), Thmson Reuters (Digita) and more.

What we can do

Whether you need support for your existing systems, want to talk about improvements or upgrades, or need advice on resolving issues or security concerns, we would be delighted to have a chat with you.