Business email compromise
Fake vendor and executive emails trick staff into sending payments to criminals.
IT support for accounting and finance teams in Greater Boston
CMIT Solutions of Boston supports the accounting and finance teams inside growing businesses, securing the systems that move money and keeping accounting software fast at month-end.
Month-end readySystems and access checked before the close, not during it.
Local office in NewtonServing Boston, Newton, Waltham and nearby towns- 24/7 monitoring and supportNights, weekends and holidays included
- 900+ CMIT IT professionalsA national network behind your local team
What IT support does an accounting department need?
An accounting department needs reliable support for accounting and ERP software such as QuickBooks, NetSuite or Sage Intacct, strong protection against payment and invoice fraud, MFA and access controls on financial systems, secure sharing with auditors and banks, and tested backups of financial records. Managed IT delivers all of this at a predictable monthly cost.
The team that moves money is the one attackers target
Finance staff receive the invoices, bank-change requests and approvals that fraudsters try to fake.
Accounting software has to perform
Slow or unavailable systems at month-end delay the close and reporting.
Access creeps over time
People change roles, but their access to financial systems often stays.
Auditors need evidence
Year-end audits ask for proof of access controls and backups.
IT that protects the numbers and the people behind them
Support built around your close calendar, approvals and audit cycle.
Accounting and ERP software support
Keep financial systems fast, updated and integrated.
- QuickBooks, NetSuite, Sage Intacct and Dynamics support
- Integration with banking and payroll
- Performance tuning before month-end
Payment fraud protection
Stop fake invoices and payment redirection before money moves.
- Impersonation and lookalike-domain detection
- MFA on email, banking and ERP
- Verification procedures and training
Access control and audit support
Least-privilege access and evidence for auditors.
- Role-based access reviews
- Segregation of duties in systems
- Evidence for year-end audits
Financial record backup
General ledger, payroll and supporting documents protected.
- Encrypted, immutable backups
- Retention to your policy
- Tested restores
Secure file sharing
Share with auditors, banks and advisors without email attachments.
- Secure external sharing
- Expiring links and logging
- Encrypted email
Priority help desk
Fast help when the close or payroll depends on it.
- Priority during month-end and payroll
- Remote and on-site support
- Onboarding and offboarding
Managed IT
Monitoring and maintenance across finance systems and devices.
- 24/7 monitoring
- Patching outside close periods
- Vendor coordination
Managed AI for finance
Use AI for analysis and drafting without exposing financial data.
- AI acceptable-use policy
- Copilot with data boundaries
- Staff training
Security built into every plan
Every managed IT plan includes these protections, so the basics are covered from day one.
EDREndpoint detection and response on every device- Email securityFiltering for phishing, malware and impersonation
- DNS filteringBlocks malicious and unwanted websites
- Access managementControlled accounts, permissions and directories
- Backup validationBackups checked so restores actually work
- Disaster recovery planA written plan to get you running again
EDREndpoint detection and response on every device
Email securityFiltering for phishing, malware and impersonation
DNS filteringBlocks malicious and unwanted websites
Access managementControlled accounts, permissions and directories
Backup validationBackups checked so restores actually work
Disaster recovery planA written plan to get you running againRequirements that shape finance team security
Auditors, insurers and regulators all look at how financial systems are secured.
| Standard | What it asks of you | What we put in place |
|---|---|---|
| Financial audit IT controls | Access management, change control and backup evidence reviewed at year-end. | Access reviews, change records and backup reports. |
| SOX-style controls (if applicable) | IT general controls for public or pre-IPO companies. | Documented controls and evidence support. |
| Cyber-insurance requirements | MFA, backups, EDR and training, often with fraud-specific questions. | Controls in place and documented. |
| 201 CMR 17.00 | A written information security program for employee and customer personal information. | WISP and supporting controls. |
Which rules apply depends on your organization. We support your compliance program with technical controls and documentation; we don't provide legal advice.
A practical guide to IT for accounting and finance teams
Finance teams move money, so they are the first target for fraud. These are the controls and habits that protect payments and keep the close on schedule.
Verify every payment change
Business email compromise succeeds when a single email can change where money goes. Require call-back verification to a known number for any bank-detail change, and add email filtering that flags lookalike domains. Our cybersecurity services handle the filtering, MFA and mailbox-rule alerts that catch attackers early.
Keep access tidy
People change roles, but their system access often stays behind. Quarterly access reviews for accounting, banking and payroll systems support segregation of duties and give auditors the evidence they expect. Our compliance services run and document the reviews.
Plan maintenance around the close
Updates and changes should never land during month-end or payroll. We schedule maintenance through your managed IT plan around your calendar and give finance issues priority on our IT support desk during close windows.
Protect financial records
The general ledger, payroll data and supporting documents need encrypted, tested data backup and retention that matches your policy. Secure sharing through our cloud services replaces attachments when working with auditors and banks. CPA practices have separate FTC and IRS obligations, covered on our CPA and tax firm page, and regulated advisory firms can see our finance and insurance page.
Questions to ask before choosing an IT provider
Ask whether the provider supports your accounting or ERP platform, how they stop payment fraud, and how they schedule maintenance around month-end and payroll. Ask what evidence they can produce for auditors, such as access reviews and backup reports. Our network management team keeps finance systems fast and secure, and our IT guidance service helps you plan system upgrades, such as moving from desktop accounting software to a cloud ERP, without disrupting the close.
What the first 90 days look like
In the first month we document your finance systems, confirm who has access to what, and turn on MFA and payment-fraud protections, since those carry the most risk. In the second month we clean up access, fix backup gaps and move file sharing with auditors and banks onto secure links. By the third month, monitoring, patching and help desk support run on a schedule that avoids month-end and payroll, and you have an access review and backup report ready for your next audit. Every change is scheduled with your controller so the close is never disrupted, and you get a written summary at each stage.
Stop the fake bank-change email
Business email compromise is one of the costliest cyber threats for businesses. A few controls and habits stop most of it.
- Email filtering that flags impersonation and lookalike domains
- MFA on email, banking and accounting systems
- Call-back verification for any change of bank details
- Training built around real finance scams
- Alerts for suspicious mailbox rules
Local support for finance teams
Locally owned and operated in Newton, MA
We support accounting and finance teams in businesses across Greater Boston, and we plan maintenance around your close calendar.
You get a named local team that learns your people and systems, backed by more than 900 CMIT IT professionals nationwide. We serve Boston, Newton, Waltham, Allston, Brighton, Brookline, Weston, Watertown, Needham, Wellesley and Burlington.
- 275 Grove Street, Ste 2-400, Newton, MA 02466
- (617) 657-1075
How we get started
No changes during your close or payroll runs.
Assessment
Review of finance systems, access and email security.
Fraud controls first
MFA, email protection and verification steps.
Clean-up
Access reviews and backup fixes.
Managed operations
Monitoring, help desk and audit-ready reporting.
Do you support QuickBooks, NetSuite and Sage Intacct?
Yes. We support QuickBooks, NetSuite, Sage Intacct, Microsoft Dynamics and similar systems, including user access, integrations with banking and payroll, performance and coordination with the vendor.
How do you prevent payment and invoice fraud?
We combine email filtering that detects impersonation, MFA on email, banking and accounting systems, alerts on suspicious mailbox rules and verification procedures such as calling a known number before changing bank details.
Can you help us prepare for our financial audit?
Yes. We run access reviews, keep change and backup records and produce the IT evidence auditors typically request, which shortens the IT portion of your audit.
How do you avoid disrupting month-end close?
We schedule updates and maintenance outside close and payroll periods, check systems beforehand and give finance issues priority during those windows.
How do we share files securely with auditors and banks?
We set up secure external sharing with expiring links and logging, plus encrypted email, so sensitive files never travel as regular attachments.
Is this different from your CPA firm services?
Yes. This page covers finance teams inside businesses. If you run a CPA or tax practice with Safeguards Rule obligations, see our IT services for CPA and tax firms.
How is pricing structured?
Managed IT is a flat monthly rate per user or device, agreed in writing after the assessment, so your IT costs are as predictable as your close.
What happens during the free IT assessment?
We review your network, devices, backups, Microsoft 365 or Google Workspace setup and security controls, then give you a written summary of risks ranked by business impact and a clear list of what to fix first. There is no cost and no obligation, and for accounting and finance teams we include the compliance requirements that usually apply to you.
Can you work alongside our in-house IT person?
Yes. Many clients keep an internal IT person and use us to extend their team. We can take on monitoring, security, backups, after-hours coverage or specific projects, so your internal staff can focus on the work that needs someone on site every day.
Is support available on nights, weekends and holidays?
Yes. Systems are monitored 24/7, and you can reach our support desk at any time of day, including nights, weekends and holidays. Urgent issues are handled immediately, and our local team comes on site when a problem needs hands-on work.
Which areas of Greater Boston do you serve?
Our office is at 275 Grove Street in Newton. We support organizations in Boston, Newton, Waltham, Allston, Brighton, Brookline, Weston, Watertown, Needham, Wellesley and Burlington, plus surrounding communities. Remote support covers every location, and on-site visits are scheduled when hardware or a site survey requires it.
Protect the systems that move your money
Book a no-obligation IT and payment-fraud assessment with a written summary of what to fix first.
- Review of your network, devices, backups and security
- Risks ranked by their impact on your day-to-day operations
- Compliance requirements that apply to you
- A written plan for what to fix first
Prefer to talk?(617) 657-1075
Visit us275 Grove Street, Ste 2-400, Newton, MA 02466