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Founded in 202020+ Years of IT & Security ExperienceChicago Area

Security-First IT for
CPA & Accounting Firms

ITM Consulting manages your technology, protects client data, secures your employees, and helps keep your firm prepared for cyber threats, insurance requirements, and evolving security expectations.

Managed IT  |  Cybersecurity  |  Compliance Support  |  Security Leadership

24/7 Security Monitoring (SOC)
WISP Security Policy Assistance
Minority-owned business

CPA Cybersecurity & IT Risk Review

A practical review of your firm's IT and security exposure. No cost, no obligation.

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We'll respond during business hours.

20+
Years of IT & Security Experience
SOC
Security Operations Center
WISP
Written Info Security Plan
2020
Est. in Chicagoland
CPA & Accounting Firms

IT That Understands How
CPA Firms Actually Work

Tax deadlines do not move because a server fails, an employee gets locked out, or a phishing email reaches the wrong inbox. We combine day-to-day IT with security controls built around the risks accounting firms actually face.

Tax-season uptime and rapid support
Microsoft 365 identity and access security
Email security and phishing protection
Security awareness and phishing simulations
Endpoint monitoring, patching, and detection
WISP, cyber-insurance, and policy support
Backup and recovery readiness
AI-use policy and client data protection
Tax Season
Infrastructure that stays up when filing deadlines arrive
Client Data
Security controls built around accounting firm requirements
Compliance
WISP, FTC Safeguards, and cyber-insurance documentation
Service Plans

Two Levels of Coverage. Security Is Included in Both.

We provide enterprise-grade security and IT management built for CPA and accounting firms. No generic MSP model, no hardware markups, no surprises.

Secure

Security-First Managed IT

We run and secure your entire IT environment. Best for firms that want IT and cybersecurity managed together as one service.

Security Monitoring

24/7 Security Operations Center (SOC) Monitoring
Managed Endpoint Detection & Response (EDR/MDR)
Identity Threat Detection (M365 / Azure)
Dark Web Credential Monitoring
Advanced Email Security: anti-phishing, Business Email Compromise (BEC) protection
MFA Configuration, Enforcement & Administration
Security Awareness Training + Phishing Simulations
Monthly Security Report (client-facing)

IT Management

Unlimited End-User Help Desk & IT Support
Microsoft 365 Administration
User Onboarding & Offboarding
Endpoint Management
Remote Monitoring & Management
Proactive Patch Management
Network & Firewall Management
Vendor Coordination & Management
Azure Environment Oversight & Backup Verification
IT Documentation & Knowledge Base
Direct Access to Your Advisor
Secure+

Managed IT + Security Leadership

Everything in Secure, plus ongoing security leadership for firms that also need executive-level guidance, governance, and risk support.

Everything in Secure, plus:

Advanced MFA Platform (full software stack, entire firm)
Password Management (entire firm)
Microsoft 365 SaaS Backup
Quarterly Security Strategy & vCISO Advisory

Secure+ adds ongoing security leadership for firms that do not need a full-time security executive. We help leadership review risk, maintain security policies, prepare for cyber-insurance requirements, and make informed security decisions throughout the year.

Minimum 12-user engagement • Annual contract, net 15 payment terms • Pricing reviewed annually with 90 days notice

Why ITM

Why CPA Firms Choose ITM Consulting

We are not a generalist IT vendor. We are a security-first technology partner for accounting firms that need enterprise-level protection without building an internal IT and security department.

Built for CPA & Accounting Firms

We specialize in accounting firms and understand tax season, client confidentiality, regulatory expectations, and the sensitivity of financial data.

Enterprise Security, SMB Economics

24/7 security monitoring, advanced email protection, identity security, endpoint protection, and proactive management without requiring an internal enterprise security team.

No Hardware Markups

We don't build our margin into hardware purchases. You buy directly, and we help evaluate the options so our recommendations stay aligned with your firm's needs.

Direct Access to Your Advisor

No call center. No getting lost in a ticket queue. You have direct access to an advisor who understands your environment, while requests are still properly documented and tracked.

20+
Years of IT & Security Experience
SOC
Security Monitoring Included
CPA
Focused Practice
2020
Est. in Chicagoland

ITM is a minority-owned firm based in Plainfield, IL. Clients work directly with us from day one. No account managers, no handoffs to junior staff.

Meet the team
Getting Started

Up and Running in Three Steps

No complicated sales process. No jargon. A clear path from your first conversation to a fully managed IT and security setup.

01

CPA Risk Review

We review your firm's IT and security exposure: external vulnerabilities, identity controls, email security, backup readiness, WISP documentation, and cyber-insurance gaps. No cost, no obligation.

02

Your IT Plan

We put together a plan sized to your firm. Fixed monthly pricing per active user, no surprise invoices, and a clear picture of what is covered before you sign anything.

03

We Handle the Rest

We take it from there. Monitoring, helpdesk, security, patching, and proactive management. Your team focuses on clients. We keep the technology running and secure.

Currently accepting new clients

See Where Your Firm Stands

Request a CPA Cybersecurity & IT Risk Review. We will look at your current setup, identify the gaps, and tell you exactly what we would address first.

No cost, no obligation
Prompt response during business hours
No generic MSP model