Cybersecurity & IT for Professional Services

In professional services, your reputation is everything. Your clients trust you with their most sensitive data, and they expect responsiveness, precision, and professionalism at every step.

At Preferred, we help consulting, accounting, legal, and advisory firms secure their data, streamline operations, and work smarter with proactive cybersecurity & IT support.

We don’t just manage technology. We align it with your firm’s growth, compliance, and client service goals.

Your Challenges

Professional service firms run on efficiency, trust, and uptime. Yet most find that their technology lags behind their business ambitions.

We understand the everyday challenges your firm faces:

Data privacy and compliance demands from clients and auditors.

Reactive IT support that disrupts productivity and erodes confidence.

Outdated systems and software that slow down collaboration.

Cybersecurity threats targeting sensitive client information.

Remote and hybrid work challenges that strain communication and performance.

Pressure to do more with less while maintaining exceptional service quality.

How Preferred Helps Professional Firms Thrive

We provide enterprise-level cybersecurity & IT solutions tailored to the scale and pace of professional service firms: predictable, compliant, and aligned with your business objectives.

How Preferred Helps

1. Security That Protects Your Clients and Your Reputation

Our SmartSecure™ platform combines advanced cybersecurity tools with 24/7 monitoring and compliance expertise. We help you maintain data integrity and privacy across every system, device, and location.

Security and Compliance Capabilities:

End-to-end encryption and MFA

Advanced phishing and ransomware protection

Secure file access and sharing

Helping achieve compliance with FINRA, HIPPA,
PCI, and cyber insurance requirements

Continuous monitoring and real-time reporting

2. Seamless Collaboration and Connectivity

We help professional teams collaborate securely and efficiently, whether they’re in the office, working remotely, or on-site with clients. Our cloud-based solutions enable secure access to data and applications from anywhere, on any device.

Preferred integrates and supports:

Microsoft 365 and Teams

Google Workspace Applications

Virtual desktops and secure VPN access

Cross-platform collaboration (Mac + Windows environments)

3. Business Continuity and Uptime

Downtime means lost productivity and missed client deadlines. We provide proactive monitoring, backup solutions, and disaster recovery strategies to ensure your firm stays operational, even when the unexpected happens.

4. Strategy That Aligns IT with Business Growth

Through our Business Cybersecurity & Technology Review (BCTR), we develop a customized roadmap that connects IT strategy directly to your firm’s goals — efficiency, profitability, and client satisfaction. We’ll help you move from reactive IT to a proactive, growth-enabling technology strategy.

5. Predictable, Flat-Rate IT Management

Our all-inclusive flat-rate model eliminates surprise costs. You’ll receive unlimited IT support, cybersecurity protection, and strategic guidance. All for one consistent monthly investment.

Professional Service Firms We’ve Helped

“Preferred understands the pressure we’re under to deliver quickly and securely. They’ve improved our responsiveness, reduced downtime, and made compliance a non-issue.”

Managing Partner,

Consulting Firm

“They’re proactive, strategic, and reliable — everything you want in a technology partner.”

Partner,

Accounting & Advisory Group

Why Professional Services Firms Choose Preferred

98% client satisfaction rating

Data Backup

Expertise in compliance and data security for regulated industries

Seamless cloud and collaboration infrastructure and support for hybrid teams

Business strategy alignment through quarterly BCTRs

Flat-rate pricing for predictable budgeting

Strategic Consulting

Local, responsive support from professionals who understand professional firms

Our Core Service Areas

Every engagement includes one or more of our three foundational service pillars:

TotalCare™ — Managed IT & Support

  • Unlimited helpdesk
  • Device & endpoint management
  • Vendor + licensing management
  • Patch management & updates
  • Strategic roadmap (BCTR)

SmartSecure™ — Cybersecurity Protection

  • 24/7 SOC monitoring
  • Managed Detection & Response
  • Managed Risk (daily vulnerability scanning)
  • Email + identity security
  • Dark web monitoring

Vigilance™ — Continuous Compliance

  • Monthly CUI discovery
  • POAM remediation
  • Control implementation
  • Audit support
  • Compliance documentation

Technology That Strengthens Trust

Partner with a cybersecurity & IT team that understands client service, confidentiality, and compliance.

We’ll help you protect your reputation, improve your operations, and stay ahead of what’s next.