Accounting & Financial IT Services

Does your accounting firm need financial IT services?

Having worked with various financial firms along the Baltimore/Washington corridor, we are confident in claiming Finance as our territory. During our 29 years of business, we have delightfully served a number of financial firms like Callan & Palmer, CBO Financial, Evans Capital and Kiplinger, and have gained tremendous experience with serving special needs for the industry of finance. Besides the experience with a variety of financial management tools, including Raymond James, Schwab’s PortfolioCenter, Advice America, QuickBooks, Peachtree, Creative Suite, ProSystem fx, Thompson Reuters Tax & Accounting, ATX Tax Solutions, and more, we are also well informed about financial regulations that have to be considered to stay up-to-date with the changes in government requirements.

“Callan-Palmer

"Practical, functional, and efficient…"

I was confident that they were asking the right questions, putting together the system that made the most sense for us. It wasn’t the most expensive option, but was the most practical, functional, and efficient. They kept their promises, and came in on time and within our budget needs.

Dave Callan
Managing Partner
Callan & Palmer Financial Advisors

XPERTECHS understands how important reliable technology infrastructure is to businesses in the accounting and financial industries.

We'll partner with your business to find the managed service plan that meets your needs and budget. Let us show you how we can increase billable hours - and your bottom line.

Here's how we'll position your company for success:

  • Virtually eliminate downtime with proactive network monitoring.
  • Preserve and protect your electronic files.
  • Make certain the software packages you need work together.
  • Increase employee productivity with training and ongoing support.

Your clients can trust you with their most important assets. You can trust XPERTECHS to manage your technology solutions.

Contact Us Today For World-Class IT Support!

If you are searching for an IT partner to keep your firm’s technology running without any headaches or incidents, just fill out the form below and one of our team members will contact you shortly.