IT Support for CPAs & Financial Firms - in the Triad – Kernersville, Winston-Salem & Greensboro 

In the financial sector, reliable IT systems are essential for managing sensitive client data, ensuring compliance, and maintaining uninterrupted service. At merIT Technology Solutions, we specialize in providing tailored IT support for CPAs and financial firms in Kernersville, Winston-Salem, Greensboro, and the greater Triad region. With a focus on security, efficiency, and compliance, we help financial professionals stay ahead in an ever-changing digital landscape.

Schedule A 15-Minute Discovery Call

 
A person using a calculator while analyzing financial documents and a laptop on a desk.
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Common IT Challenges for Financial Firms 

Ensuring Data Security

Financial firms are prime targets for cyberattacks due to the sensitive data they handle. We implement advanced cybersecurity measures, including multi-factor authentication, encrypted communications, and continuous threat monitoring, to keep your data secure.


Managing Compliance Requirements

Navigating the complex landscape of financial compliance regulations can be daunting for small and medium-sized firms. We help ensure your systems meet regulatory standards, providing compliance audits and implementing best practices for data security and reporting.


Avoiding System Downtime

Unplanned IT downtime can disrupt operations and damage client trust. Our proactive monitoring and maintenance services ensure your systems remain operational, minimizing downtime and maximizing productivity.


Limited IT Budgets

Hiring a dedicated IT team can be cost-prohibitive for smaller financial firms. Our cost-effective IT solutions provide access to a team of IT experts, offering full-service support at a fraction of the cost.

Why Choose merIT Technology Solutions for Financial IT Support? 

Expertise in Financial IT Needs

We understand the unique challenges financial firms face, from compliance requirements to secure data management, and provide tailored solutions to address them.


Proactive IT Management

Our 24/7 system monitoring ensures your IT infrastructure runs smoothly, reducing downtime and enabling you to focus on your clients.


Cybersecurity First

We implement advanced cybersecurity measures to protect sensitive financial data from threats, including encryption, firewalls, and secure backups.


Compliance Support

We help ensure your IT systems meet regulatory requirements such as SEC, FINRA, and other financial compliance standards.


Cost-Effective Solutions

Our IT services provide exceptional value, offering a full range of support at a fraction of the cost of an in-house IT team.

Schedule A 15-Minute Discovery Call

10

Minute Response Time Guarantee

90

Day Satisfaction Guarantee

5 %

Annual Profits Donated to Community Projects

100 %

Proactive IT Support

Our Comprehensive IT Services at merIT Technology Solutions

At merIT Technology Solutions, we offer a wide range of IT services tailored to meet the unique needs of small and medium-sized businesses. Our goal is to provide reliable, scalable, and cost-effective solutions that allow your business to focus on what it does best. Here's how we can help:

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Cloud Services

Modernize your IT environment with our cloud solutions, including cloud migration, storage, and management. We ensure seamless integration, improved efficiency, and enhanced collaboration for your team.
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Cybersecurity Services

Protect your business from evolving cyber threats with our advanced cybersecurity services. From firewalls and endpoint protection to intrusion detection and employee training, we safeguard your data and systems.
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Data Backup & Recovery

Never lose access to critical business data with our reliable data backup and recovery solutions. We offer secure, automated backups and fast recovery options to keep your operations running smoothly.
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Disaster Recovery Planning

Prepare for the unexpected with our comprehensive disaster recovery planning services. We develop tailored strategies to minimize downtime and ensure your business can recover from disruptions quickly and efficiently.
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Hourly IT Support

Get expert IT assistance when you need it with our hourly IT support. Whether you face unexpected challenges or need help with a specific project, we're here to provide flexible, on-demand support.
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IT Help Desk

Resolve technical issues fast with our dedicated IT help desk services. Our knowledgeable team is available to provide quick and effective solutions to your IT challenges, ensuring minimal disruption to your business.
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Managed IT Services

Leave your IT worries to us with our managed IT services. We handle everything from proactive monitoring and maintenance to strategic IT planning, so you can focus on growing your business.
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Microsoft 365 Services

Leverage the full potential of Microsoft 365 with our expert support. We help you with migration, implementation, and ongoing management to optimize collaboration and productivity.
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VoIP Phone Systems

Enhance communication with our VoIP phone systems. These cost-effective and scalable solutions ensure seamless connectivity and crystal-clear audio for your team.
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Structured Cabling

Build a reliable foundation for your IT infrastructure with our structured cabling services. We design and install organized, scalable systems to support your network and communication needs.
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Co-Managed IT Services

Partner with us for co-managed IT services that complement your in-house team. Whether you need additional expertise or help managing daily IT operations, we work with you to ensure success.

Frequently Asked Questions About IT Support for CPAs & Financial Firms

What IT services do you provide for financial firms? 

We offer comprehensive IT support for financial firms, including data security, compliance support, software troubleshooting, network optimization, and disaster recovery solutions. Our services are tailored to meet the specific needs of CPAs and financial professionals.

How do you ensure compliance with financial regulations? 

We implement IT systems designed to meet regulatory requirements such as SEC, FINRA, and PCI-DSS. Our team conducts compliance audits, provides secure data storage solutions, and ensures all systems adhere to industry standards.

Can you support the accounting software we use? 

Yes, we provide support for popular financial and accounting software, including QuickBooks, Sage, Xero, and other industry tools. We handle software updates, troubleshooting, and integration to ensure seamless performance.

How do you protect sensitive financial data? 

We deploy multi-layered cybersecurity measures, including encryption, firewalls, endpoint protection, and regular vulnerability assessments, to safeguard sensitive financial data. Additionally, our backup and disaster recovery solutions ensure data is recoverable in case of a breach or failure.

Do you provide 24/7 support? 

Yes, our IT support includes 24/7 system monitoring and help desk services, ensuring that your firm receives assistance whenever issues arise, even after hours.

What Our Customers Have to Say

★★★★★

Solutions that Fit Our Wallet

The pandemic has taught us one thing is certain in business; the unexpected is right around the corner. merit Technology Solutions led the way for us to join a cloud-based environment allowing us to continue business from anywhere and at any time when the traditional model proved...

The pandemic has taught us one thing is certain in business; the unexpected is right around the corner.

merit Technology Solutions led the way for us to join a cloud-based environment allowing us to continue business from anywhere and at any time when the traditional model proved impossible.

Best of all, their recommendations are the best fit for us and our wallet.


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Amanda Gordon

COO
Preferred Service
High Point

Merit Lets Us Work On Our Business Not In Our Business

merIT Technology Solutions transitioned us to a cloud-based solution and set up remote access for our employees which resulted in greater efficiencies, especially during the pandemic. merIT keeps us current on where IT is going and advises us of solutions to potential issues and/or system...

merIT Technology Solutions transitioned us to a cloud-based solution and set up remote access for our employees which resulted in greater efficiencies, especially during the pandemic.

merIT keeps us current on where IT is going and advises us of solutions to potential issues and/or system improvements.

When a problem does arise, merIT's help desk is a huge help for our staff.

Running a business with merIT as our IT service provider allows us to work on our business while they work in it.


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Tracy Strother-Mayer

Owner/CEO
United Anesthesia
Kernersville

Peace of Mind with GREAT Value

In today's workplace, IT security is extremely important; and it is frequently undervalued. merIT Technology Solutions provides us with the services that fit out needs without pushing products that are not necessary. Best of all, merIT is very responsive and keeps our business running...

In today's workplace, IT security is extremely important; and it is frequently undervalued.

merIT Technology Solutions provides us with the services that fit out needs without pushing products that are not necessary.

Best of all, merIT is very responsive and keeps our business running smoothly.

merIT provides excellent service at a great value. Make the call to merIT Technology Solutions and you will not be disappointed!


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Will Munster

Owner & Chief Financial Officer
AM Erectors, LLC
Winston Salem

If Your Technology Needs are Giving You a Headache, Call Merit!

We love using Merit Technology Solutions at Lewisville United Methodist Church. They have consistently gone above and beyond to meet our ever changing needs and make sure they we all the tools we need to succeed. I would trust them with any project, big or small.

Kara Chamberlin

United Methodist Church
Lewisville NC

I Can't Cay Enough Amazing Things About Merit Technology Solutions.

I walked into work on a Friday during tax season to find that my computer (the one with my tax software) had crashed. Worst possible time ever for a tech failure! I reached out to Merit and had a tech at my office within an hour to diagnose and see if it was possible to retrieve the data for...

I walked into work on a Friday during tax season to find that my computer (the one with my tax software) had crashed. Worst possible time ever for a tech failure!

I reached out to Merit and had a tech at my office within an hour to diagnose and see if it was possible to retrieve the data for me (my backup had failed too). They saved the day! The computer was toast but Logan (tech) was able to retrieve invaluable data from the computer so nothing was lost. I'm just a small office but the fact that they were so prompt in helping me and knew how important this was to me made me a client for life!

It is always refreshing to see an IT company that truly cares about their clients and makes them a priority. Thank you for saving the day on a random Friday!


Audrey Blackburn

Blackburn Consulting
Advance NC

Merit Has Been An Outstanding IT Partner!

They respond quickly when issues arise, but also put effort into anticipating emerging issues and working to ensure that we are prepared and protected. I highly recommend them to anyone seeking a quality partner that you can trust.

Amanda Gordon

Preferred Service
High Point

Professional and Reliable!

Professional and reliable local company who truly care about the clients they serve! Highly recommend!

Jennifer Cedeno

Fidelity Bank
Clemmons NC

Highly Recommend

I highly recommend Merit Technology Solutions! Their team of professionals provided exceptional IT services tailored to our needs. They are proactive and offer quick, responsive support whenever we we need them. Their commitment to customer satisfaction and expertise in technology truly sets...

I highly recommend Merit Technology Solutions! Their team of professionals provided exceptional IT services tailored to our needs. They are proactive and offer quick, responsive support whenever we we need them. Their commitment to customer satisfaction and expertise in technology truly sets them apart. Dan and James are awesome to work with.


Hawley Air

Hawley Air Heating and Cooling
Clemmons NC

Trustworthy and Skilled IT Support

We've had an outstanding experience with this MerIT Technology Solutions! Not only are they incredibly knowledgeable and responsive, but they also truly care about the people they work with. Their service is fast, reliable, and personal—something that's hard to find these days. It's clear...

We've had an outstanding experience with this MerIT Technology Solutions! Not only are they incredibly knowledgeable and responsive, but they also truly care about the people they work with. Their service is fast, reliable, and personal—something that's hard to find these days. It's clear they value building long-term relationships, not just fixing problems. Highly recommend them to any business looking for trustworthy and skilled IT support.


Tara Wustner

State Farm
Winston-Salem NC

Knowledgable and Professional

I highly recommend Merit Technology Solutions. Their knowledge, professionalism and exemplary customer service helps make the office run smoothly and is one less thing to worry about!!!

Betty Hicks-Vanhoy

Rainbow Restoration
Winston-Salem NC

Streamline Your Financial Firm with IT Support from merIT Technology Solutions 

At merIT Technology Solutions, we understand the importance of reliable IT systems in managing client relationships, ensuring compliance, and driving financial success. Our tailored IT support for CPAs and financial firms in Kernersville, Winston-Salem, Greensboro, and the Triad region ensures your technology works for you, not against you. Let us handle your IT needs so you can focus on growing your firm.