IT Services for
CPAs and Financial Advisors
in Texas

Since 2004, Nerds in a Flash has been helping financial professionals across Texas overcome IT challenges and grow their businesses. We understand the specific needs of CPAs and financial advisors, such as managing sensitive client data, maintaining compliance with regulations, and ensuring seamless access to financial software.

Schedule A FREE 15-Minute Discovery Call

 
Close-up of a person using a calculator on a desk with financial documents and stationery.

The IT Challenges Faced by CPAs and Financial Advisors 

Without reliable IT support, CPAs and financial advisors often experience:

  • Data Security Risks: Sensitive client information, such as tax returns and financial records, is a prime target for cybercriminals.

  • Compliance Failures: Violating regulations like FTC Safeguards, PCI, or GDPR can lead to hefty fines and reputational damage.

  • Software Performance Issues: Slow or outdated systems hinder productivity and impact client service.

  • Limited Scalability: Inefficient IT systems can't support growing client bases or expanding service offerings.

  • Unresponsive IT Support: Delayed assistance can disrupt critical processes, leading to missed deadlines and client dissatisfaction.

Nerds in a Flash provides proactive IT services to address these issues, empowering your firm to operate securely and efficiently.

21 +
Years In Business

15
Minute Response Times

24/7
IT Monitoring

1,700 +
Endpoints Managed

Professional woman in gray blazer working on laptop in modern office setting with natural light.

Why Choose Nerds in a Flash for Financial IT Services? 

Guaranteed 15-Minute Response Times
When IT issues arise, we respond quickly to minimize disruptions and keep your client commitments on track.

Expert Support for Financial Professionals
We have extensive experience in the financial sector, understanding the tools and compliance standards that matter most to CPAs and advisors.

Proactive IT Management
Our 24/7 monitoring prevents issues before they impact your operations, ensuring uninterrupted productivity.

Compliance-Focused Solutions
We implement security and data management practices aligned with FTC Safeguards, PCI, and other industry regulations to ensure compliance.

Scalable IT Services
Our solutions grow with your business, supporting increased workloads, new service offerings, and additional team members.

Our Comprehensive IT Services

Icon / Logo

Managed IT Services

Since 2004, Nerds In A Flash has been the go-to managed IT partner for businesses throughout Texas. We specialize in serving industries like construction, engineering, architecture, and manufacturing, helping organizations get more from their technology while avoiding the disruptions and delays caused by underperforming IT.

Icon / Logo

Cloud Services

Leverage the power of the cloud to increase efficiency, scalability, and collaboration for your business. From cloud migration to secure storage solutions, Nerds in a Flash provides seamless access to your data and applications anytime, anywhere. With our cloud solutions, you can enjoy reduced hardware costs, enhanced flexibility, and improved productivity.
Icon / Logo

Cybersecurity Services

Protect your business from evolving cyber threats with our comprehensive cybersecurity solutions. We implement advanced security measures like firewalls, endpoint protection, and multi-factor authentication to safeguard your sensitive data. Our team also offers employee training to ensure your workforce is aware of cybersecurity best practices, minimizing vulnerabilities across the board.
Icon / Logo

Data Backup & Recovery Services

Avoid data loss and ensure business continuity with our reliable backup and recovery solutions. We provide automated, secure backups and robust recovery strategies to protect your critical data. Whether it's accidental deletion, hardware failure, or a cyberattack, you can trust us to restore your data quickly and minimize disruptions.
Icon / Logo

Disaster Recovery Planning

Prepare your business for unexpected events with our expert disaster recovery planning. We help you design and implement a comprehensive strategy that ensures minimal downtime and quick recovery during emergencies. From natural disasters to ransomware attacks, our plans keep your operations running smoothly.
Icon / Logo

IT Compliance Services

Navigating complex IT compliance requirements can be overwhelming, but we're here to help. Our compliance services ensure your business adheres to the latest regulations and industry standards, reducing your risk of fines and penalties. Let us handle the technicalities while you focus on growing your business.

Icon / Logo

FTC Compliance Services

Stay compliant with Federal Trade Commission (FTC) regulations with our tailored IT services. We help you implement security measures to protect customer data, conduct audits, and ensure your business meets the FTC's data protection and privacy requirements.

Icon / Logo

PCI Compliance Services

If your business processes credit card payments, PCI compliance is critical. Nerds in a Flash provides the tools and expertise to ensure your payment systems meet Payment Card Industry (PCI) standards. From secure transaction processing to vulnerability assessments, we'll help you safeguard your customers' financial information.

Icon / Logo

HIPAA Compliance Services

Healthcare providers and related organizations face strict regulations under the Health Insurance Portability and Accountability Act (HIPAA). Our HIPAA compliance services help you secure patient data, implement access controls, and pass audits with confidence. With Nerds in a Flash, you'll meet every requirement while maintaining top-tier data protection.

Frequently Asked Questions About IT Services for CPAs and Financial Advisors in Texas 

How can IT services benefit financial professionals?
IT services help financial professionals by ensuring secure, reliable access to financial software and client data. With optimized systems and proactive support, firms can improve productivity, enhance client satisfaction, and maintain compliance.
What cybersecurity measures are essential for financial firms?
Financial firms need multi-layered security solutions, including firewalls, encryption, and regular vulnerability assessments. Employee training is also critical to prevent phishing attacks and ensure secure handling of sensitive client data.
Do you support remote work for CPAs and financial advisors?

Yes, we offer secure remote access solutions that allow CPAs and advisors to collaborate with clients and access files from anywhere. Our cloud-based tools ensure that remote work is both efficient and secure.

How do you ensure compliance with financial regulations?

We implement IT policies and practices that meet industry regulations such as FTC Safeguards, PCI, and GDPR. This includes secure data storage, access controls, and detailed audit trails to ensure compliance.

Can you optimize financial software like QuickBooks and tax tools?

Absolutely. We specialize in optimizing accounting and tax software to ensure it runs smoothly and integrates seamlessly with your IT systems. This minimizes downtime and improves overall productivity.

What happens if we lose client data?

Our data backup and recovery solutions ensure that critical financial data is protected and recoverable in case of accidental loss or cyberattacks. We provide fast recovery options to minimize downtime and maintain client trust.

Do you offer IT solutions for scaling our financial firm?

Yes, our scalable IT services grow with your firm, supporting larger client bases, additional employees, and new service offerings. This ensures your IT infrastructure aligns with your business goals.

How quickly can you resolve IT issues?

We guarantee a 15-minute response time for all support requests. Our experienced technicians resolve issues quickly, ensuring minimal disruption to your operations and client deadlines.

What Our Customers Have to Say

★★★★★

Praised by clients for our rapid response, proactive management, and exceptional service.

Nerds in a Flash Will Find The Cure, No Band-aids Required.

I have to say that the biggest benefit since switching to Nerds in a Flash is that they fix problems before they arise. We have worked with lots of firms in the past who tend to put a band-aid on issues and never return to them until they pop up again. We don't have this problem with Nerds in a...

I have to say that the biggest benefit since switching to Nerds in a Flash is that they fix problems before they arise. We have worked with lots of firms in the past who tend to put a band-aid on issues and never return to them until they pop up again. We don't have this problem with Nerds in a Flash. They fix the problem from the root of the issue, and rarely, if ever, have to revisit the problem.

With Nerds in a Flash, we work with the same employee almost every time we have an issue. They save us SO much time by keeping this constant. It's nice to work with someone who has a name, an identity and a personality, it creates mutual respect which I appreciate.

Their name says it all - the speed is incredible and they just hop on your machine and make the fix straightaway. This has been consistent throughout as well - The day I reached out to inquire about services and pricing, Kelley responded within 15 minutes and was in our office the next day to give me a business card, look at our setup, and meet me personally, once again this is a touch that most firms ignore. 10/10 Would recommend!


Leah Ferguson

Office Manager
MF Architecture
Austin, TX

We Have Worry-free IT With Nerds in a Flash!

Since we began working with Nerds in a Flash, we know we are 100% in the hands of experts. That allows us to focus on our jobs, not having to worry about our IT one bit. Nerds in a Flash give us proactive recommendations to keep our systems running smoothly. When problems do arise, their...

Since we began working with Nerds in a Flash, we know we are 100% in the hands of experts. That allows us to focus on our jobs, not having to worry about our IT one bit.

Nerds in a Flash give us proactive recommendations to keep our systems running smoothly. When problems do arise, their admins are on top of it with fast response and the knowledge needed to troubleshoot and resolve them quickly.

Give Nerds in a Flash a try and the results will speak for themselves.


Tim Kelly

CEO
Crux Manufacturing
Austin, TX

Prompt, Proactive And Easy To Work With

The biggest benefit in working with Nerds in a Flash has been their prompt service and the ease of communicating with them. Usually, an email is all it takes to get what we need! The admins communicate freely with us in a way we can understand. They work with us to explain any issues we have...

The biggest benefit in working with Nerds in a Flash has been their prompt service and the ease of communicating with them. Usually, an email is all it takes to get what we need!

The admins communicate freely with us in a way we can understand. They work with us to explain any issues we have and how to resolve them or prevent them from happening again which makes our lives easier.

Give Nerds in a Flash the opportunity to take care of your IT needs, you will not regret it!


Myrna Urbina

CFO
AR Machining, Inc.
Hutto, TX

Nerds in a Flash Handles The IT So We Can Handle Our Business

The biggest benefit we have seen since switching to Nerds in a Flash is how smoothly everything runs now! I am glad we made the switch! Before Nerds in a Flash, we dealt with slow response times, frequent server downtime and techs that overcomplicated things or avoided explaining what the...

The biggest benefit we have seen since switching to Nerds in a Flash is how smoothly everything runs now!

I am glad we made the switch! Before Nerds in a Flash, we dealt with slow response times, frequent server downtime and techs that overcomplicated things or avoided explaining what the issue was. Our IT is running smoothly now and when the occasional issue arises, The Nerds make everything easy to understand and can walk you through what is going on, which is fantastic! They handle our IT so we can handle our business.

I love the support and confidence I have knowing the Nerds are keeping our company running smoothly. There for us when we need them and handling everything to our satisfaction!


Kay Bartley

Owner
Bartley Construction
Austin, TX

Trustworthy, Quick and Knowledgeable

With Nerds in a Flash I have Peace of mind. I know without a doubt that our data is safe in their hands. Their quick response time, and ability to solve every IT problem fast and efficiently has won over the entire office! No inexperienced techs that waste time and require us to escalate the...

With Nerds in a Flash I have Peace of mind. I know without a doubt that our data is safe in their hands. Their quick response time, and ability to solve every IT problem fast and efficiently has won over the entire office!

No inexperienced techs that waste time and require us to escalate the tickets to get real solutions. Nerds in a Flash hires experienced,

knowledgeable Systems Engineers who can quickly remote in and give accurate solutions in minutes- allowing my team to get back to work and not disrupt workflow.

I highly recommend Nerds in a Flash to everyone that I talk with about IT solutions, and I know our entire staff would as well.


Mandie Morris

Controller
Urban Dirt
Austin, TX

What More Do You Need??

We have been with Nerds in a Flash for four years. Whenever we have a problem, Nerds in a Flash is on it and they fix said problem with quickness and ease. If anyone asked my advice for an MSP, I would tell them to pull the trigger as Nerds in a Flash will fulfill their needs in a timely...

We have been with Nerds in a Flash for four years. Whenever we have a problem, Nerds in a Flash is on it and they fix said problem with quickness and ease.

If anyone asked my advice for an MSP, I would tell them to pull the trigger as Nerds in a Flash will fulfill their needs in a timely manner and what more do you need?


Samuel Lusk

Owner
AYS Engineering, LLC
Round Rock, TX

Empower Your Financial Firm with Nerds in a Flash 

Don’t let IT challenges disrupt your client service. Partner with Nerds in a Flash for tailored IT services designed specifically for CPAs and financial advisors in Texas. Schedule Your Discovery Call Today to learn how we can optimize your operations, secure your data, and support your growth.