Industry · Professional Services

IT Support for Madison's CPAs, Consultants, and Advisory Firms

Client data is your reputation. One leaked tax return, one misrouted engagement letter, one compromised email — and a decade of trust is gone. We build the quiet, boring, reliable infrastructure that lets you focus on billable work.

★★★★★

"Francis and No Limit Systems have been working with us for a while now, and have implemented a few upgrades for us including a new SQL server update for our accounting software as well as upgrading our email platform and integrating users to the new platform. They are prompt, efficient and explain expectations and processes well."

— Wisconsin accounting firm
Verified Google review
What Professional Services Firms Actually Need

Client Confidentiality Is a System, Not a Slogan

Email Security & DMARC

Stop impersonation. Wire-fraud attacks against CPAs and advisors have spiked. Proper SPF/DKIM/DMARC and BEC protection close the top vector.

Secure Client Portals

SharePoint or Google Drive client workspaces with least-privilege access. No more "reply-all with the tax return attached" workflows.

Data Loss Prevention

DLP rules that flag outbound email containing SSNs, financial account numbers, or client-confidential patterns. M365 and Google Workspace both support this.

Line-of-Business App Support

Whether you're on QuickBooks, Drake, CCH, Lacerte, or a cloud-based platform — we support the end-user experience, not just the infrastructure.

Remote & Hybrid Work

Secure remote access that doesn't require a traditional VPN. Cloud-native workflows for firms that have half the team in the office and half at home.

Cyber Insurance Readiness

Cyber-liability insurers now ask detailed questions about MFA, backup, and endpoint protection. We help you answer them truthfully and affirmatively.

Real Attack Patterns

Three Threats Targeting Wisconsin Professional Services Firms Right Now

Wire-Transfer Fraud

Attacker compromises one partner's email (stolen password, no MFA), sets silent forwarding rules, then impersonates the partner to redirect a client's wire to an attacker-controlled account.

MFA + DMARC + out-of-band verification closes this.

Tax Season Ransomware

Ransomware crews time attacks for tax season when CPAs can't afford downtime. A partial outage during filing week has leverage; they know it and price ransoms accordingly.

Immutable backups + EDR + patch discipline closes this.

Vendor Impersonation

Attacker finds a published advisor-vendor relationship (deposition lists, court filings, invoice patterns), then impersonates the vendor to request a payment redirect.

External-sender banners + verification workflows close this.

Typical Engagement

What a Managed Engagement Looks Like for a 10–25 Person Firm

Standard Professional Services Managed IT Package

Included every month:

  • Unlimited end-user helpdesk (email, phone, portal)
  • 24/7 monitoring and alerting across servers and workstations
  • EDR/XDR on every workstation and server
  • Email security: SPF/DKIM/DMARC, BEC protection, DLP rules
  • M365 or Google Workspace licensing and administration
  • Backup with immutable cloud copy for M365/Workspace + file servers
  • Patch management for OS and third-party apps
  • Quarterly Business Review: risk posture, upcoming changes, spend
  • Documentation maintained in your name — portable if you leave us

Typical investment: $125–$200 per user per month, depending on application complexity, on-premises server footprint, and regulatory overhead. We quote specifically after a 15-minute discovery call.

Built for the Way Professional Services Actually Works

Get a free confidentiality audit. We'll review your email security, file-sharing practices, and backup posture in 30 minutes, then give you a prioritized action list.