IT services for vCFO and fractional CFO firms

Pass vendor screenings and protect every client's financial data.

We secure the accounts, devices and data your team uses across many client environments, and give you the evidence clients ask for in security screenings.

vCFO presenting about it services investment
CFO services

IT challenges for CFO and advisory firms.

These come up as a CFO firm adds clients and staff:

Many Clients, Many Systems

Your team signs in to different accounting platforms, banks and file shares for every client. Accounts and access pile up.

Clients Send Security Screenings

Clients and their auditors ask how you protect their data: MFA, device encryption, backups and offboarding. They want evidence.

A Distributed Team

Staff and contractors work from home and from client offices, on devices that need the same protection as the office.

How we support CFO firms.

Security and support built for firms that work across many client environments.

Separation Between Clients

Access set up client by client, so each team member reaches only the client data their work needs, and access ends when an engagement ends.

Financial Platform Support

Support for the accounting, analysis and modelling tools your team uses, and the vendor follow-up when a platform problem sits on their side.

Strong Data Security

Encryption, access controls, monitoring and audit logs that protect client financial data and your firm’s reputation.

Secure Collaboration

Secure document sharing and client communication in Microsoft 365, so your team delivers advice from anywhere without emailing sensitive files.

Managed IT services for CFO firms.

One team manages every part of your IT. Each service below runs inside a fully managed plan.

Managed IT Services

Managed IT Services

Help desk, devices, accounts, patching and backup, run by in-house technicians who know your people and your setup by name.

Microsoft 365

Microsoft 365 Security

Intune, Entra ID and conditional access configured properly, so only managed devices reach company data and access ends when someone leaves.

Cybersecurity

Cybersecurity

EDR on every managed device and identity threat detection on email and cloud accounts, monitored 24/7.

Vendor Screening

IT Compliance And Vendor Screening

Evidence for client vendor security screenings and questionnaires, with the controls in place to back it up.

Endpoints — Mac

Apple IT For Business

Macs, iPhones and iPads managed to the same security standard as Windows, by Apple Certified Consultants.

Network Management

Networks, Servers And Cloud

Firewalls, switches, WiFi, servers and virtual desktops configured, kept current and monitored.

What you can expect.

Rated 5 out of 5

extremely reliable

“TUCU was hired to provide … They were extremely reliable and are very knowledgeable about their field. We are pleased with all services rendered, the accuracy of estimates and the ease of communications with TUCU. I would highly recommend this company to those looking for tech support services.”

letter icon S
Sandra K.
Director, Insurance Company
Rated 5 out of 5

knowledgeable and professional

“Knowledgeable and professional. Provided great service at very reasonable rates”

letter icon G
GBK Strategic Financial Partners

Ready to pass your next client vendor screening?

vCFO and fractional CFO firms work inside many clients’ financial systems at once. Each client trusts you with its books, forecasts and banking, and more of them ask you to prove your security before they give you access.

Your team needs secure, reliable access to accounting platforms, modelling tools and client systems, with clear separation between clients and nothing left behind when an engagement ends.

TUCU manages and secures IT for CFO firms in Toronto and Durham Region. You work with a boutique team that knows your people and your setup by name, and responds with the urgency your clients expect.

What Fully Managed IT Covers

Every plan is built around your team, and covers:

CFO firm IT FAQ.

Yes, for managed clients and as part of onboarding. We help CFO firms answer the questions clients and their auditors ask about multi-factor authentication, device encryption, backups, access control and offboarding. The answers have to be true, so we put the controls in place first and then help you document them.

See vendor security screening for how this works.

We set access client by client, protect every account with multi-factor authentication, and remove access as soon as an engagement or a contract ends. Activity on sensitive data is logged.

Yes. Contractors get their own accounts with only the access their work needs, on managed devices or through virtual desktops, so client files never sit on a personal computer.

Our critical response time is under 15 minutes. Your request goes to the same in-house technicians who set your systems up, not to a call centre queue and not to a rotating contractor.

That is the reason the response is fast: the person answering already knows your environment.

No. We work with clients on a fully managed basis only. We do not take single jobs, emergency call outs for non clients, or hourly project work.

Managed IT is a monthly fee based on the number of staff and devices you have and the security and compliance requirements you need to meet. Team size changes what you pay. It does not change what you need.

Our pricing page shows the ranges, so you know where you stand before you book a call.

Other industries we serve

Ready for a great Managed IT Provider?

Book a free discovery call to review your fully managed IT needs. If we’re a good fit, we’ll send you a tailored proposal and quote.

Book A Discovery Call

Tell us about your IT challenges. Let’s discuss how TUCU might help.