For Dallas/Fort Worth CPA firms, "good enough" IT is a serious financial risk. Off-the-shelf solutions don't grasp the seasonal demands of tax season or the critical importance of protecting sensitive client financial data. We provide specialized IT services for DFW accounting professionals, built on a core understanding of your workflows. We're fluent in the software you live in—from QuickBooks and Sage to Lacerte and Drake—and we know how to secure it. Our services focus on ensuring data integrity, defending against phishing and wire fraud, and delivering rock-solid uptime when deadlines are tight, keeping your firm productive, secure, and trusted by your clients.
We specialize in helping financial services firms, accounting practices, and investment companies in North Texas operate securely, efficiently, and in full compliance with industry regulations.
We have direct experience with the unique software applications that are essential for financial and accounting organizations to manage finances and client data effectively. Some of these include: QuickBooks, Sage Intacct, Microsoft Dynamics 365 Finance, NetSuite, and Thomson Reuters Elite.
"Over the last 20 years since we first engaged Fluid IT we've grown significantly... from five people to 50 people ... And in that time, Fluid IT has really been able to support us throughout."
Chris, CEO
Frequently Asked Questions
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What does MSP stand for?
Managed Service Provider
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What is included in an MSP Plan?
Think of it like having your own internal IT department. It covers Helpdesk, network, server, cloud, Microsoft 365, security, virtual CIO consulting and more.
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How is an MSP Plan priced?
Pricing is per user and all-inclusive. Charges can fluctuate monthly up and down as you add or remove users.
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What does an MSP Plan not include?
It does not include software development, cabling, audio/visual or mobile phones. However, we do help in getting support for them.
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What is a valuable, but often overlooked, benefit of the Managed IT Services Plan (MSP)
The technology roadmap. The technology roadmap is the single most valuable strategic ongoing process to ensure technology is aligned to the business and the business continues to improve and obtain value from IT.
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Does the MSP Plan include help with purchasing new equipment (laptops, etc)?
Yes. We have a dedicated procurement department for this purpose. The MSP Plan includes providing product guides for devices your company uses and handles procurement and warranty management.
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What is the term of an MSP Plan?
Annual
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What are the payment terms for an MSP Plan?
Invoices are due monthly at the beginning of the month. We accept check, credit card and ACH.
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How do you handle onsite work in town and remote office locations?
We have tools to do almost everything remotely, which is most time and cost-effective. If the task requires an onsite technician, we have the ability to send technicians anywhere in the country.
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Does the MSP Plan include project work?
Because projects are not as frequent and have their own requirements, we bill for them separately after being approved.
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How quickly can you start an MSP Plan with a new client?
We have a quick discovery process to confirm the business and technical aspects of the client and can typically start onboarding within a week.
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What is your typical ‘good’ MSP client?
We focus on the small to mid-market segment with between 25 - 200 employees, although we handle smaller and larger. We do not accept every prospect as a client, it must be a good fit for both parties. The best relationships are when the business views us as a true partner.
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Does the MSP Plan include documenting our systems?
Yes. We have a software tool specifically designed to document our clients’ technology operations, vendors, and systems. This data is maintained by Fluid but owned by the client. We can provide exports of the information upon request.
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Why would I sign up for an MSP Plan?
The number one reason is to allow the business to stop dealing with IT issues/tasks and refocus that time and effort on the business. Secondarily, it is to receive best-in-class service and advice on all technology matters for continual improvement.
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Partner with Fluid IT
No matter how you partner with us, we help you plan every step of the way. We’ll make sure to prioritize your immediate needs, help fill in gaps to create a solid IT foundation, and then make sure IT initiatives align with your business goals. It’s all part of the Strategic IT Roadmap we build for all our clients. Stop dealing with all the IT challenges and let us handle them for you.