A 40-person CPA firm had to choose a Managed Services Provider that could meet IRS, GLBA, and NIST compliance, protect sensitive client data, and stay up through high-demand tax seasons. The wrong choice meant downtime, regulatory penalties, and a partner misaligned with the firm's growth — an expensive decision to get wrong.
We ran a structured, objective evaluation: four vendor proposals scored against weighted RFP criteria, costs benchmarked to expose hidden labor charges, compliance assessed against IRS Pub. 4557, GLBA, and NIST 800-171, and operational maturity compared on SLAs and onboarding. The firm got a clear recommendation with the financial and strategic tradeoffs spelled out — not just options.
A projected 15–20% reduction in IT spend over three years by avoiding hidden hourly costs. A 99.9% uptime commitment from a provider with SOC 2, ISO 27001, and CPA-industry compliance experience, and headroom for 25% staff growth. The firm didn't pick a vendor — it chose a partner, on evidence.
I use AI to make good people faster, sharper, and harder to beat, never to replace them. Better, faster, stronger: the goal is a business that grows and hires more humans, not fewer.
No pitch deck. No sales process. Just a straight conversation about what you're facing.