Vital Business Systems Provides Calgary CPAs With Much-Needed IT Upgrades

Executive Summary

Best Roest & Co. LLP is a local Chartered Accountants firm with a team of exceptional CPAs in their employ. Among other financial services, they provide their clients with financial analysis, personal and corporate tax return preparation, financial statements, and estate planning.

Challenges

Best Roest & Co. had previously been working with a small IT company, and when they decided that this was no longer ideal, they were referred to Vital Business Systems by another of our clients. After deciding we sounded like a good fit based on this client’s experience, they gave us a call. A few of the challenges Best Roest & Co. was facing when they came to us was an inefficient data backup system, an ongoing lack of sufficient data storage space, data and resource management struggles, and a lack of timely responses to service requests.

Our Strategy

We addressed their data backup concerns by switching them to a hybrid cloud backup system using cloud imaging and a virtual server, and created a Business Continuity and Disaster Recovery Plan to protect their critical data using Storage Craft and Shadow Protect. A new, larger server was also installed onsite to help eliminate the storage space issue. Microsoft Office 365 was installed and their email was migrated from their onsite exchange, and we migrated them from their old domain to new and updated domain.

Greater access was needed to their systems and files, which called for local devices and workstations to be setup with secure remote access. This process allowed us to log all of their devices, making it easier for our technicians to carry out remote access repairs. By enhancing both access and security, the Best Roest & Co. team can work more efficiently. With these hardware and infrastructure updates in place, we’re now able to provide them with ongoing outsourced IT support.

Today

With these changes in place, the team is much more confident in their technology. Brenda Best from Best Roest & Co. explains:

“We can call their help desk and get help from our main person, but if he’s not there we can get support from another person on the desk. With our previous [provider], it was only one guy and if he was busy we didn’t get any support. That was the biggest reason for the change. Vital Business Systems is very prompt, and they’ve made the downtime for our IT much less since they do some of the upgrades afterhours and respond on weekends.”

With downtime greatly decreased and their IT concerns mitigated by our Managed Services, Best Roest & Co. LLP can fully focus on their clients heading into this tax season.

To learn more about the Managed IT Solutions Vital Business Systems provides to Best Roest & Co. LLP and others in the financial and accounting field, visit our website, or contact us at (403) 215-8070 today.