Payment fraud targets finance
Business email compromise and fake vendor bank-change requests target the people who approve payments.
Silicon Valley & the San Francisco Bay Area
IT services for accounting firms and finance teams in Silicon Valley and the Bay Area
CMIT Solutions Silicon Valley helps accounting firms and in-house finance teams keep work moving with managed IT, accounting software infrastructure support and security for sensitive client and company financial data.
Close the books on timeSystems that stay reliable at month-end and help protect every ledger.
100+ Bay Area businessesSupported across Silicon Valley and surrounding communities- 24/7 monitoring and supportManaged service coverage and proactive monitoring
- 20+ years in technologyEnterprise technology experience
- 5.0 published review ratingLocal service backed by CMIT's national network
What does managed IT for accounting teams include?
Managed IT for an accounting team can include 24/7 monitoring and help desk support, infrastructure support for QuickBooks, NetSuite, Sage Intacct and similar platforms, payment fraud controls such as verified vendor changes and multi-factor authentication, encrypted backups, secure file sharing with clients and auditors, and documentation supporting applicable California data-protection requirements.
The challenge
What makes IT different for accounting teams
Accounting firms and finance departments handle sensitive information and time-critical work. The following risks deserve attention before they disrupt operations.
Month-end can't wait
A slow accounting platform, failed integration or locked account during close can delay reporting for the whole business.
Client data carries obligations
Tax IDs, bank details and payroll records require sensible protection and careful incident handling.
Too many tools, too many logins
Accounting, payroll, banking and document portals all need secure, well-managed access.
Our approach
We start with your business risk, not your technology
Before recommending a tool, we learn how your organization operates, where it may be exposed and what a disruption could mean for your staff, clients and revenue.
What's really at stakeA fraudulent vendor bank change or an extended month-end outage can create significant financial and operational disruption.
“We strive to be the trusted technology advisor for our clients.”Maitjian and Todd Welke, CMIT Solutions Silicon Valley
- Review the likely business impact of downtime or a security incident
- Get a prioritized roadmap explained in plain language
- Align technical controls with relevant cyber insurance and compliance requirements
- Use proactive monitoring and support to identify issues early
Why clients choose us
IT that becomes part of your strategy
We understand your business
Our team starts by understanding your organization and goals, so technology decisions support the work your business needs to do.
Enterprise-level partners
Access to enterprise-grade partners and products through the CMIT Solutions network of more than 250 locations and 900 technology practitioners.
Predictable, proactive service
Managed service options combine local relationships, proactive support and national technology resources. Scope and pricing are confirmed for your needs.
Services
Managed IT built around your work
Support for the systems, security, continuity and planning your team relies on.
Managed IT
Proactive monitoring and maintenance for workstations, servers, networks and cloud applications.
- Monitoring, maintenance and patching
- Vendor coordination
- Technology planning
Accounting software infrastructure support
Keep the devices, network, access and integrations that support accounting platforms working reliably.
- QuickBooks, NetSuite, Sage Intacct and Xero environment support
- Upgrade and migration planning
- Integration and connectivity troubleshooting
Payment fraud protection
Security controls that help identify suspicious invoices and payment-change requests before money moves.
- Multi-factor authentication and access controls
- Impersonation and lookalike-domain filtering
- Staff awareness and payment verification practices
Data security documentation
Technical safeguards and documentation to support your organization's information security and compliance work.
- Written information security program support
- Access reviews and logs
- Cyber insurance and audit documentation
Backup and recovery
Financial and operational data backed up and recoverable according to your continuity needs.
- Encrypted backup options
- Backup monitoring and restore testing
- Recovery planning for critical periods
IT support for finance staff
Responsive help with the devices, access and systems finance staff rely on throughout the workday.
- Remote support and service coordination
- Onboarding and access removal
- Support options for critical work periods
Security layers
Multi-layered security from day one
Security services and inclusions depend on the selected managed service plan.
EDREndpoint detection and response for protected devices- Email securityFiltering for phishing, malware and impersonation
- DNS filteringHelps block malicious and unwanted websites
- Access managementControlled accounts, permissions and directories
- Backup validationBackup checks and restore validation
- Disaster recoveryA documented approach to restoring operations
EDREndpoint detection and response for protected devices
Email securityFiltering for phishing, malware and impersonation
DNS filteringHelps block malicious and unwanted websites
Access managementControlled accounts, permissions and directories
Backup validationBackup checks and restore validation
Disaster recoveryA documented approach to restoring operationsCompliance
The rules your IT has to support
Your organization remains responsible for its compliance decisions. Technical safeguards, records and incident-response planning can help support applicable requirements and insurer expectations.
| Standard | What it asks of you | What IT can support |
|---|---|---|
| FTC Safeguards Rule | Safeguards for covered financial institutions that handle customer information, where applicable. | Risk assessment, multi-factor authentication, encryption and incident-response planning. |
| SOC 1 / audit requests | Evidence of relevant IT controls when auditors or clients ask for it. | Access reviews, change records, logs and documented procedures. |
| Cyber insurance requirements | Insurers may require controls such as MFA, endpoint protection, backups and staff training. | Controls, evidence and accurate completion of security questionnaires. |
| California Civil Code § 1798.82 | California data-breach notification requirements for covered entities and qualifying incidents. | Security controls, incident-response planning, logging and support for breach-response documentation. |
| IRS Publication 4557 | Guidance for tax professionals on safeguarding taxpayer data. | Access controls, secure storage, backup planning, staff awareness and an appropriate security plan. |
Which requirements apply depends on your organization and activities. CMIT supports technical controls and documentation; it does not provide legal advice or guarantee compliance.
Secure AIUse AI without putting data at risk
CMIT Solutions can help businesses evaluate AI tools, secure data, set usage policies and establish governance so teams can adopt approved tools with clearer controls.
Success stories
View all case studiesHow CMIT helps accounting teams
Examples of technology support and business outcomes from across the CMIT Solutions network.
Accounting
Technology Helps a CPA Firm Excel at Client Service
For this firm, technology is the only way to get work done, so efficiency and uptime are critical every day.
Chicago-area CPA firmRead case study
Accounting
CPA Firm Stays Secure with Proactive IT Support
A litigation and forensic accounting firm on security, responsiveness and the value of a proactive IT partner.
Abo and CompanyRead case study
Consulting
Consulting Firm Grows with Reliable IT Support
A firm moves from fixing IT after it breaks to staying ahead of issues and concentrating on growth.
Arch BrokerageRead case study
Leadership
Meet the owners of CMIT Solutions Silicon Valley
Maitjian and Todd Welke bring enterprise technology experience to Bay Area businesses through proactive managed IT, cybersecurity, consulting and compliance support. Their approach emphasizes understanding each organization and building long-term client relationships.
Maitjian Welke, Founder and Co-OwnerMaitjian co-founded CMIT Solutions Silicon Valley with Todd Welke in 2009 and brings more than 20 years of technology experience to IT infrastructure, cybersecurity, consulting and strategic technology guidance.
Todd Welke, Co-OwnerTodd co-owns the CMIT Solutions business serving Southwest Silicon Valley, Greater Palo Alto and Pleasanton. Together, the owners bring enterprise technology knowledge to small and midsize businesses across the Bay Area.
- Established 2009
- 20+ Years in Technology
- 250+ CMIT Locations
- 900+ Technology Practitioners
- 900 East Hamilton, Suite 100, Campbell, CA 95008
- (408) 872-1577
CMIT Solutions has ranked on Entrepreneur's Franchise 500 for more than a decade.
ConnectWise's highest partner honor for excellence in managed IT service delivery.
Local Silicon Valley service backed by more than 250 CMIT locations and 900 technology practitioners.
Hear from us
Local service, national strength
- Leadership with deep technology and business experience
- Enterprise-level partners and products through the CMIT Solutions network
- Managed service options and predictable scope based on your needs
- Serving San Jose, Campbell, Palo Alto, Stanford, Menlo Park, Redwood City, Pleasanton and surrounding Bay Area communities
Getting started
How we onboard your organization
We work with you to plan technology changes around business priorities and operational needs.
Risk assessment
We learn how your business works and review technology risks and priorities.
Plan
You receive recommendations and a prioritized roadmap in plain language.
Onboarding
Changes are planned and communicated to minimize disruption to your team.
Managed operations
Monitoring, help desk support and ongoing technology reviews help keep your environment on track.
FAQs
Accounting IT questions, answered
Answers to common questions accounting firms and finance teams ask when reviewing IT providers.
Still have a question?
Talk to the Silicon Valley team about your technology and security needs.
Ask our teamor call (408) 872-1577Do you support QuickBooks, NetSuite and Sage Intacct?
We support the workstations, networks, integrations and user access these platforms depend on, and coordinate with software vendors when application-specific issues arise.
How do you help prevent payment and wire fraud?
Security measures can include multi-factor authentication, email impersonation filtering, lookalike-domain alerts, staff awareness and a verification process for changes to vendor or payee bank details.
Can you support an in-house finance team inside a larger company?
Yes. IT support can complement your internal IT team or provide broader managed services, including security, access management and after-hours support.
Can you help us document a WISP?
We can help document a written information security program that reflects your workflows and supports the technical controls your organization needs.
How is pricing structured?
Managed IT pricing is agreed after assessing your requirements, users, devices and service needs. The proposed scope and costs should be confirmed in writing.
What happens during the free business risk assessment?
The assessment reviews your business operations, network, devices, backups, Microsoft 365 setup and security controls. Findings can be used to develop a prioritized improvement plan. There is no cost and no obligation where the assessment is offered as free.
Can you help us meet cyber insurance requirements?
We can help assess and implement relevant technical controls, such as multi-factor authentication, endpoint protection, backups and security documentation, based on your insurer's requirements.
Is support available on nights, weekends and holidays?
CMIT Solutions Silicon Valley advertises 24/7 help desk and system monitoring for managed services clients. On-site arrangements depend on the issue and service agreement.
Which areas do you serve?
CMIT Solutions Silicon Valley serves businesses across 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.
Free business risk assessment
Know your risk. Protect your business.
Identify technology and security gaps that could affect your organization, with next steps explained in plain language.
- Understand where your organization may be exposed
- Review the potential impact of downtime or a breach
- Identify relevant compliance and cyber insurance requirements
- Get prioritized recommendations for what to review first
Prefer to talk?(408) 872-1577
Visit us900 East Hamilton, Suite 100, Campbell, CA 95008
Short on time?Request your assessment below