Financial IT · Los Angeles, CA
IT Support for Financial Firms in Los Angeles. Client Data Protected, Controls Documented.
Security controls, secure client file exchange, wire fraud protection, and financial software support for Los Angeles accounting, wealth, and lending firms.
Rated on Google, Clutch & Yelp- Controls
- MFA · Encryption
- Documented
- Safeguards Rule
- Wire fraud protection
- Files
- Secure client exchange
- Onsite
- LA County
- Support
- $95 / hr
Quick answer
What IT do financial firms need?
Financial firms need IT that protects client financial data and keeps the firm running through busy seasons: strong security controls like MFA and encryption, secure client file exchange, email protection against wire fraud, support for accounting and financial software, and backups. Many firms also need those controls documented, for example under the FTC Safeguards Rule.
Los Angeles IT supports accounting, wealth management, and lending firms across Los Angeles from our Century City headquarters, with onsite help from 10 LA County hubs. Support is $95 per hour with no contract, and managed IT plans start at $300/month.
What We Handle
IT Services for Financial Firms in Los Angeles
IT for accounting firms, tax preparers, wealth managers, and lenders that handle sensitive financial data.
Security Controls & Documentation
MFA, encryption, access controls, and monitoring, documented to support your written information security program.
IT compliance →/ 02Accounting & Financial Software
Support for QuickBooks, tax software, portfolio, CRM, and loan systems on every workstation.
Managed IT →/ 03Email Security & Wire Fraud
Protections against spoofed invoices and fake wire instructions, plus staff training.
Email security →/ 04Secure Client File Exchange
Client portals and encrypted email instead of unprotected attachments for tax returns and statements.
Managed IT →/ 05Endpoint Protection
Managed EDR, patching, and encryption on every device that touches client data.
Endpoint security →/ 06Backup & Recovery
Offsite, encrypted backups with tested restores, especially before tax season.
Backup →/ 07Microsoft 365 Security
Conditional access, MFA, and data protection settings in Microsoft 365.
Microsoft 365 →/ 08Remote & Seasonal Staff
Secure setups for remote preparers and seasonal staff, added and removed cleanly.
Remote support →/ 09Security Assessments
A review of your environment against common financial-industry security expectations.
Assessments →Protected vs. Exposed
A Managed Financial Firm vs. a Typical Small Firm
Regulators and clients expect more than antivirus. Here's what that looks like.
| With Los Angeles IT | Typical setup | |
|---|---|---|
| Logins | ✓ MFA everywhere | Passwords only |
| Client files | ✓ Portals and encrypted email | Email attachments |
| Payment changes | ✓ Verified by phone | Approved by email |
| Devices | ✓ Encrypted and managed | Mixed personal and work devices |
| Documentation | ✓ Written controls | Nothing written down |
| Backups | ✓ Tested before tax season | Hope they work |
How It Works
How We Start With a New Firm
We assess, prioritize the controls that matter most, then keep everything maintained and documented.
STEP 01
Assess
We review devices, accounts, email, file sharing, software, and backups.
STEP 02
Prioritize
You get a plain-English list of gaps, starting with account takeover and data exposure.
STEP 03
Implement
We enable MFA, encryption, monitoring, and secure file exchange, and document the controls.
STEP 04
Maintain
We support staff, patch systems, and review controls each year before busy season.
Pricing
How Much Does IT Support for a Financial Firm Cost?
Hourly support is $95 per hour with no contract. Most firms choose a managed IT plan starting at $300 per month, priced by users, devices, and services like backup, email security, and monitoring.
What affects the price
- Users and seasonal staff
- Devices
- Financial software
- Security and monitoring
- Documentation needs
Financial IT
Get IT Support That Fits Your Business
Tell us about your firm, the software you use, and any compliance requirements. We'll recommend a plan and quote it.
Safeguards Rule
IT That Supports the FTC Safeguards Rule
Many non-bank financial businesses, including tax preparers, mortgage brokers, and some accounting firms, are covered by the FTC Safeguards Rule, which requires a written information security program with controls like MFA, encryption, access limits, and monitoring. We implement and document the technical controls and support your annual review.
We're an IT provider, not a law firm or auditor. See our IT compliance services.
Technical controls
- MFA
- Encryption
- Access limits
- Monitoring and logging
- Incident plan
Wire Fraud
Protecting Clients From Wire Fraud
Attackers impersonate firms and clients to redirect payments. We block spoofed email, enforce MFA, alert on suspicious mailbox rules, and help you set a callback policy for any change in payment instructions.
Protections
- Email authentication
- MFA
- Mailbox alerts
- Callback policy
Busy Season
Ready for Tax Season and Busy Periods
We plan around your calendar: workstations updated and backups tested before tax season, seasonal staff added and removed cleanly, and fast support during the weeks when every hour counts.
Before busy season
- Updates done early
- Backups tested
- Seasonal accounts
- Priority support
Why Los Angeles IT
IT Support for Firms That Handle Money
Careful
Controls documented.
Security that holds up when clients, partners, or examiners ask.
Prepared
Planned around your calendar.
Maintenance done before busy season, not during it.
Certified
Experienced engineers.
Technicians with CompTIA Security+, Network+, and A+, plus Microsoft and Cisco certifications, who explain risk in plain English.
Other Industries
IT Support for Other Industries
We support businesses across Los Angeles in these industries too.
Service Areas
Financial IT Support Across LA County
Onsite support comes from these locations:
Headquarters · Century City
1901 Avenue of the Stars #271Los Angeles, CA 90067
Santa Monica
2450 Colorado Ave #100eSanta Monica, CA 90404
West Covina
1050 Lakes Dr #226West Covina, CA 91790
Long Beach
111 W Ocean Blvd #417Long Beach, CA 90802
Century City
1800 Century Park E #669Century City, CA 90067
Downtown LA (Figueroa)
445 S Figueroa St Ste 3100Los Angeles, CA 90071
Pasadena
117 E Colorado Blvd #618Pasadena, CA 91105
San Pedro (6th St)
222 W 6th St #425San Pedro, CA 90731
Downtown LA (Spring St)
548 S Spring StLos Angeles, CA 90013
San Pedro (25th St)
1536 W 25th St #104San Pedro, CA 90732
We provide financial firm IT support in Los Angeles, Century City, Downtown LA, Santa Monica, Beverly Hills, West Hollywood, Culver City, El Segundo, Pasadena, Glendale, Burbank, the San Fernando Valley, Long Beach, Torrance, West Covina, and Santa Clarita, plus Orange County, the Inland Empire, and San Diego County. View all service areas →
Client Reviews
What LA Clients Say About Our Support
“The customer service from Los Angeles IT is on another level. Any time we’ve had an issue, their fast response time has kept our business from missing a beat. Bonus points for being budget-friendly too.”
“Rod and his team are my go-to IT solutions help. Available all the time, very professional, prompt and super capable for all challenges and IT needs we’ve had. Highly recommend!”
“I can’t say enough good things about the folks at Los Angeles IT. Their techs are personable and sharp, and they always follow up to make sure everything is working. Best part? Our IT costs have gone down while our systems run better than ever.”
“Such great service! He made the entire process feel seamless and stress-free, always ready to answer any questions with patience and clarity. It’s rare to find someone who combines technical expertise with such genuine customer care.”
“Los Angeles IT is an incredibly professional company. Rod and his team came in, updated our phone systems, and revamped our computer setups. Now, everything is organized and runs smoothly.”
“I must highlight the owner, Rod, who truly embodies the essence of an IT wizard. His deep understanding of technology and ability to troubleshoot any issue is remarkable.”
“Been working with Rod and his team for three years now. He’s responsive, helpful and very patient with me when I need help on minor things!”
“Rod is a godsend. He helped us set up our home office to be efficient and user-friendly. He was responsive, easy to work with and reasonably priced. Highly recommended.”
FAQ
Financial IT Support: Frequently Asked Questions
What IT services do financial firms need?
Most need MFA and encryption, secure client file exchange, email security, financial software support, backups, and documented security controls.
Do you help with the FTC Safeguards Rule?
Yes. We implement and document technical controls like MFA, encryption, access limits, and monitoring, and support your annual review. We work alongside your compliance advisor.
Do you support QuickBooks and tax software?
Yes. We support the workstations, servers, and cloud platforms your accounting and tax software run on.
How do you protect against wire fraud?
We block spoofed email, enforce MFA, alert on suspicious mailbox activity, and help set a callback policy for payment changes.
How much does IT support for a financial firm cost?
Support is $95 per hour with no contract. Managed IT plans start at $300 per month.
Can clients send us documents securely?
Yes. We set up client portals or encrypted email for tax returns, statements, and other sensitive files.
Can you support seasonal staff?
Yes. We set up secure accounts and devices for seasonal staff and remove access when they leave.
Do you encrypt laptops?
Yes. We encrypt and manage every device that handles client data.
Can you do a security assessment?
Yes. We review your environment and give you a prioritized list of fixes.
Do you provide onsite support?
Yes. We provide onsite support across Los Angeles County from our 10 hubs.
What happens if an account is compromised?
We lock it down, remove attacker access, review what was exposed, and help you with next steps.
Which areas do you serve?
We support financial firms across Los Angeles County, Orange County, the Inland Empire, and San Diego County.
Ready for IT That Protects Client Data?
Call a Los Angeles IT technician to talk through your business.