IT Solutions for CPAs and Financial Companies

CPAs (Certified Public Accountants) and other Financial Firms often face various IT and technology issues, some specific to the industry. Empower Your CPA or Financial Firm with our Managed IT Solutions.

Streamline Operations, Safeguard Data, and Drive Growth.

Data Security and Privacy

Protecting sensitive financial data, including client information, is paramount for CPAs and financial firms. TIt's important to implement robust cybersecurity measures to prevent data breaches and comply with regulatory requirements like GDPR, HIPAA, or the Gramm-Leach-Bliley Act.

Cybersecurity Threats

Financial firms are attractive targets for cybercriminals due to the valuable data they handle. Common cybersecurity threats include phishing attacks, ransomware, malware, and insider threats. Staying ahead of these threats is an ongoing challenge.

Compliance and Regulatory Requirements

Financial firms must adhere to a complex web of regulations, including those related to financial reporting, tax compliance, and data privacy. Ensuring IT systems are compliant and keeping up with regulatory changes is a significant concern.

Data Management and Storage

Handling and storing vast amounts of financial data efficiently and securely can be a significant challenge. Firms need robust data management strategies and scalable storage solutions.

Software Integration

Financial firms often use a variety of software applications for accounting, tax preparation, and financial analysis. Ensuring these systems integrate seamlessly and share data efficiently can be a technical challenge.

Remote Work and Mobility

With the increasing trend toward remote work, CPAs and financial professionals require secure remote access to systems and data. Ensuring that remote work arrangements are both productive and secure is an ongoing concern.

Legacy Systems

Many financial firms still rely on legacy IT systems and software. Maintaining and upgrading these systems to meet modern standards and security requirements can be a complex and costly process.


As firms grow, their IT infrastructure must scale accordingly. This includes adding more computing power, storage capacity, and network bandwidth to accommodate increasing workloads and data volumes.

Disaster Recovery and Business Continuity

Preparing for and recovering from IT disasters, such as hardware failures, data corruption, or natural disasters, is critical for ensuring business continuity and protecting client data.

Tech Talent Shortages

Finding and retaining IT professionals with expertise in financial services and regulatory compliance can be challenging, especially in competitive job markets.

Client Portals and Online Services

Meeting client expectations for secure online access to financial documents, reports, and services requires investing in user-friendly client portals and digital platforms.

Vendor Management

Coordinating with third-party vendors and service providers, such as cloud hosting or software-as-a-service (SaaS) providers, to ensure they meet security and compliance standards.

Training and Education

Ensuring that employees are well-trained in IT security best practices and are aware of potential threats is crucial for mitigating security risks.

Budget Constraints

Managing IT costs effectively while meeting security and compliance requirements can be a delicate balancing act.

Our clients know we save them money.

Wind Rose Energy Group
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JJ Micro is always prompt and courteous. They always answer the phone when I call and they respond quickly to emails and even text messages. My problems are always resolved swiftly and effectively. Their technical knowledge always exceed my expectations.
Missouri General Insurance
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The main reason we kept coming back to you and your company in the beginning is that we felt you have our best interest in mind. There are usually more than one way to solve problems but you have alway been aware of our budget and have worked well within our budget constraints.
Mas Document Prep
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JJ Micro has always made the effort to set up a time and day for an appointment that exhibits their importance of promptness and needs of the customer. JJ Micro has exhibited a great level of professionalism and ease in working with customers on all levels of technical knowledge.
Expressions Dental Group
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JJ Micro has always answered our phone calls and always been able to help with any problems same day. JJ Micro has always been able to deal with any problem that has arisen and been able to answer any question we have regarding our system.