First Coast Accounting Tech

First Coast Accounting Tech · Jacksonville, St. Johns County & St. Augustine, FL

Choosing an IT Provider for Your Accounting Firm

There is no single credential that guarantees a good fit. These are the questions worth asking before you hire one.

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Every accounting practice has different technology needs, and no single certification or credential guarantees quality managed IT services, cybersecurity, Microsoft 365 support, cloud services, secure email, network management, backup and disaster recovery, ransomware protection, or WISP implementation.


Providers vary widely in experience, services and qualifications. First Coast Accounting Tech is an advertising and referral service and cannot guarantee the credentials, certifications, insurance, licensing or performance of any independent IT provider.


Whether your firm is in Jacksonville, Ponte Vedra, St. Augustine or elsewhere across Duval and St. Johns counties, interviewing several providers is the most reliable way to find the right fit for your practice.

Questions to Ask an IT Provider

  • How many years have you provided IT support for small businesses?
  • Have you worked with CPA firms, accounting practices, tax preparers, or bookkeeping firms?
  • What experience do you have with Microsoft 365, secure email, multi-factor authentication (MFA), cloud migration, and backup solutions?
  • How do you protect taxpayer information and sensitive financial data?
  • How do you defend clients against phishing, ransomware, and business email compromise?
  • Can you help implement the technical safeguards described in our Written Information Security Plan (WISP)?
  • Do you provide ongoing monitoring, patch management, endpoint protection, and disaster recovery planning?
  • Can you provide references from similar clients?
  • What are your response times for support requests and emergencies?
  • What services are included in your pricing, and what may incur additional costs?

Taking the time to ask these questions helps accounting firms across the First Coast choose an IT provider that fits their business, security and compliance needs.

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First Coast Accounting Tech · Serving Jacksonville, St. Johns County & St. Augustine, FL

First Coast Accounting Tech is an advertising and lead-referral service. It is not an accounting firm and does not provide tax, legal or accounting advice. IT and data-security services are performed by an independent third-party provider who is solely responsible for that work.