Case study · Financial: Accounting
IT operations and security for a multinational accounting firm
Secure onboarding, device management, backups and training for 60+ accountants and CPAs, 80% of them remote.
60+
Accountants, CPAs & staff
80%
Remote workforce
The challenge
What the client needed.
A multinational accounting firm with more than 60 accountants, CPAs and financial professionals, about 80% of them remote, needed to protect sensitive client data, stay compliant and onboard or offboard people quickly and securely.
At a glance
Client
Multinational accounting firm
Industry
Financial: Accounting, Banking & Insurance
Services
Managed IT Services
Cybersecurity
Technology
- Multi-factor authentication
- Encryption
- Backup & recovery
- Remote monitoring & management
Our approach
How we delivered it.
Onboarding & offboarding
Built a systematic process for secure device provisioning, account setup and data access controls.
Security & backup policies
Established and enforced MFA, data encryption, regular audits and a strict backup schedule.
Device lifecycle management
Ensured every device met security standards, with current patches and configurations before deployment.
Security awareness training
Ran frequent sessions on phishing, secure data handling and backup procedures.
Remote monitoring & support
Deployed tools to track device health, security compliance and backup integrity.
The results
What changed.
- Faster, safer transitions. Onboarding and offboarding became faster and more secure, with minimal downtime.
- Stronger compliance. Security and backup policies reduced breach risk and improved adherence to industry standards.
- Reliable remote work. Lifecycle management improved device reliability and uptime for remote staff.
- A security-aware team. Ongoing training reduced security incidents.
Project led by Daniel Miret.
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