Clients expect you to protect their data
Client contracts and security questionnaires can require firms to explain how sensitive information is handled.
Silicon Valley & the San Francisco Bay Area
IT services for professional services firms in Silicon Valley and the Bay Area
CMIT Solutions Silicon Valley helps consulting, marketing, architecture, staffing and other professional firms protect client work, support hybrid teams and keep billable hours productive.
Your time is billableReliable technology so your team spends time on clients, not IT.
Local Silicon Valley teamServing businesses across the Bay Area- 24/7 monitoring optionsConfirm coverage for your managed services plan
- Security and complianceTechnical safeguards for your business needs
- Local guidance, national resourcesBacked by the CMIT Solutions network
What does managed IT for professional services firms include?
Managed IT for a professional services firm includes support for Microsoft 365 or Google Workspace, client-data security, secure file sharing and remote access, project and billing tools, cyber insurance readiness and backup planning. The right services depend on your systems, team and operating needs.
The challenge
What makes IT different for professional services firms
Consultants, creative teams, architects, staffing firms and other professional businesses depend on reliable systems to deliver client work on time.
Downtime costs billable hours
Every hour lost to a broken laptop, locked account or unavailable cloud tool takes time away from client work.
Teams are hybrid
Staff work from the office, client sites and home, often across multiple devices and applications.
Growth outpaces IT
Adding people and tools quickly can leave gaps in access control, onboarding and security.
Our approach
We start with your business risk, not your technology
Before recommending a tool, we need to understand how your organization works, where client information is stored, how your team collaborates and what downtime or a security incident could cost.
What’s really at stakeDowntime, a data breach or an unanswered client security review can all carry financial and reputational costs. We help you identify priorities before problems interrupt client work.
“We strive to be the trusted technology advisor for our clients.”CMIT Solutions Silicon Valley
- Identify the systems and information most important to your business
- Get practical priorities explained in clear, business-focused language
- Review safeguards that may support client questionnaires and cyber insurance requirements
- Plan monitoring and support around hybrid work and client deadlines
Why clients choose us
IT that becomes part of your strategy
We understand your business
Our leadership learns your business structure and goals first, so IT becomes part of your strategy instead of an afterthought.
Enterprise-level partners
Access to enterprise-grade partners and products through the CMIT Solutions network of more than 250 locations and 900 technology practitioners.
Quality at a predictable price
Discuss proactive service, security and monthly pricing that fit your organization’s users, systems and risk profile.
Services
Managed IT built around your work
One local team for support, security, productivity tools and planning.
Managed IT
Proactive monitoring and maintenance for the whole organization.
- 24/7 monitoring and patching
- Hardware and license management
- Technology planning
Microsoft 365 and business apps
Email, Teams, SharePoint, OneDrive and project tools, managed properly.
- Microsoft 365 and Google Workspace
- Project, CRM and billing tool support
- Secure file sharing with clients
Cybersecurity for client work
Layered protection for devices, email and cloud applications.
- Endpoint protection and threat monitoring
- MFA and access controls
- Security awareness training
Client and insurer questionnaires
Technical evidence and documentation to support client security reviews.
- Security policies and documented controls
- Client questionnaire support
- Cyber insurance readiness
Secure remote work
Safe access from anywhere your team works.
- Secure remote access
- Mobile device management
- Office network and Wi-Fi support
IT support for your team
A help desk that understands your people and priorities.
- Remote and on-site support options
- Onboarding and offboarding
- Hardware setup and troubleshooting
Included in every plan
Multi-layered security from day one
Every managed IT plan includes these protections, so the basics are covered.
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 againCompliance
The requirements your IT may need to support
Your organization remains responsible for its legal and contractual obligations. IT safeguards and documentation may support your program, but they do not replace legal advice or a compliance review.
| Requirement | What it concerns | IT controls that may help |
|---|---|---|
| Client contract requirements | Security clauses, third-party reviews and questionnaires from enterprise clients. | Documented controls, access reviews and accurate technical evidence. |
| Cyber insurance requirements | Insurers may ask about MFA, endpoint protection, backups and staff training. | Security controls, backup checks and incident-response planning. |
| SOC 2 readiness, where applicable | Documented processes and evidence for organizations pursuing a SOC 2 examination. | Policies, logging, access management and evidence collection. |
| California Civil Code § 1798.82 | Breach-notification requirements for certain breaches involving personal information. | Incident-response planning, logging, escalation and support for a timely investigation. |
Requirements vary by business and circumstance. Confirm legal interpretations, applicability and deadlines with qualified California counsel. CMIT Solutions provides IT services, not legal advice.
Secure AIUse AI without putting business data at risk
Professional services firms evaluating AI tools should consider data handling, access, retention and oversight. CMIT Solutions can help your team assess technical safeguards and adopt tools in a controlled way.
Success stories
View all case studiesHow CMIT helps professional services firms
Stories from professional services firms across the CMIT Solutions network.
Accounting
CPA Firm Stays Secure with Proactive IT Support
A litigation and forensic accounting firm on the security, responsiveness and value of a proactive IT partner.
Abo and CompanyRead case study
Consulting
Consulting Firm Grows with Reliable IT Support
From fixing IT after it broke to staying ahead of issues and concentrating on growth.
Arch BrokerageRead case study
Marketing
Marketer Rises to the Challenge with Reliable IT
Reliable IT behind a company reintroducing legacy brands to new customers.
Clarion BrandsRead case study
Leadership
Meet the owners of CMIT Solutions Silicon Valley
Maitjian and Todd Welke started CMIT Solutions Silicon Valley in 2009, bringing enterprise technology experience to growing and emerging businesses across the Bay Area.
Maitjian Welke, Founder and Co-OwnerMaitjian is the founder and co-owner, helping Bay Area businesses with IT infrastructure, cybersecurity, IT consulting and technology strategy.
Todd Welke, Co-OwnerTodd is co-owner of CMIT Solutions Silicon Valley, Greater Palo Alto and Pleasanton, bringing enterprise technology experience and a long-term service focus.
- Managed IT
- Cybersecurity
- IT Consulting
- Bay Area
- 900 East Hamilton, Suite 100, Campbell, CA 95008
- (408) 872-1577
- sales@cmitswsv.com
CMIT Solutions has ranked on Entrepreneur’s Franchise 500 for more than a decade.
ConnectWise has recognized CMIT Solutions for excellence in managed IT service delivery.
The Silicon Valley team is backed by the broader CMIT Solutions network of technology professionals.
Hear from us
Local service, national strength
- Local leadership with business and technology experience
- Enterprise-level partners and products through the CMIT Solutions network
- Managed IT, cybersecurity, cloud and compliance-related support options
- Serving San Jose, Campbell, Palo Alto, Stanford, Menlo Park, Redwood City, Pleasanton and surrounding Bay Area communities
Getting started
How we onboard your organization
Changes are planned around your busiest hours, with clear communication about what happens next.
Risk assessment
Discuss your business and identify technology risks.
Plan
Review priorities and recommendations in plain language.
Onboarding
Configure systems and access with clear communication.
Managed operations
Monitoring, help desk support and regular reviews.
FAQs
Professional Services IT questions, answered
Answers to common questions professional services firms may ask when reviewing managed IT and cybersecurity support.
Still have a question?
Contact the Silicon Valley team to discuss your systems, professional needs and support options.
Contact the teamor call (408) 872-1577What kinds of professional firms do you support?
We support consulting, marketing and creative agencies, architecture, staffing, engineering and other service firms across Silicon Valley and the Bay Area.
Can you help us answer client security questionnaires?
Yes. We can help provide technical details and available evidence so you can respond accurately to client and insurer questionnaires and identify gaps that need attention.
Do you manage Microsoft 365?
Support can include Microsoft 365 licensing and security settings, Teams, SharePoint, OneDrive and user access management as people join or leave.
Can you support a fully remote team?
Yes. The team can help manage devices, security and access for remote and hybrid users. Confirm device deployment and shipping arrangements during consultation.
How is pricing structured?
Managed IT pricing depends on users, devices, service scope and support requirements. CMIT Solutions Silicon Valley can review your environment and explain available options during a consultation.
What happens during the free IT assessment?
The consultation can review your technology environment, network, devices, backups, Microsoft 365 setup and security priorities to help identify risks and practical next steps. Confirm the scope with the Silicon Valley team.
Can you help us meet cyber insurance requirements?
IT controls insurers may ask about include multifactor authentication, endpoint protection, tested backups, staff training and incident-response planning. Requirements vary by insurer and policy.
Is support available on nights, weekends and holidays?
CMIT Solutions Silicon Valley advertises 24/7 help desk and monitoring for managed services clients. Confirm the exact coverage and response commitments for your service plan.
Which areas do you serve?
CMIT Solutions Silicon Valley serves San Jose, Campbell, Palo Alto, Stanford, Menlo Park, Redwood City, Pleasanton and surrounding Bay Area communities. The office is at 900 East Hamilton, Suite 100, Campbell, CA 95008.
IT consultation
Know your risk. Plan your next steps.
Find out where your organization may be exposed and discuss practical steps to protect systems, data and client work.
- Discuss your current systems and technology risks
- Review priorities in clear, business-focused language
- Consider client, security and cyber insurance requirements
- Identify practical next steps for your organization
Prefer to talk?(408) 872-1577
Visit us900 East Hamilton, Suite 100, Campbell, CA 95008
Emailsales@cmitswsv.com