Supporting a Growing CPA Firm: How EGT & Associates LLP Transformed IT Operations to Support a Modern, Hybrid Workforce
EGT & Associates LLP is a Los Angeles–based CPA firm that serves closely held businesses and individuals. As their firm expanded and their technology needs grew more complex, their internal IT setup was no longer keeping pace, costing valuable time and creating risk in a deadline-driven business. The firm needed a dependable IT partner who could bring order, expertise, and proactive service to a critical area of their business.
The Challenge
Prior to engaging IT Support LA, EGT & Associates LLP relied on a single in-house IT person whose capabilities fell short of the firm’s needs. Technical issues increasingly fell to the managing partner to solve despite having no formal IT background. From basic troubleshooting to system outages, day-to-day tech issues regularly escalated to firm leadership, creating avoidable disruptions and lost time. This inefficiency was not only disruptive but unsustainable in a fast-paced, deadline-driven industry like accounting.
In 2021, with the return to a physical office and an expanding workload, the firm sought a new IT provider. Initial outreach led to several options, but only one stood out: IT Support LA, whose clear communication and immediate responsiveness set them apart from the start.
The Solution
IT Support LA began with a full onboarding and system cleanup of EGT & Associates LLP’s existing IT environment, streamlining fragmented systems and resolving long-standing legacy issues. They rebuilt the firm’s network infrastructure to support a stable and secure hybrid work model, laying the foundation for consistent day-to-day operations.
As part of this transformation, IT Support LA managed the entire transition to a new accounting software, Wolters Kluwer CCH, that would further support productivity: overseeing the technical installation, coordinating directly with the vendor, and ensuring nothing was lost in translation between software and user needs.
When the firm relocated to a new office space, IT Support LA managed the full move of its IT infrastructure, including all cabling and network setup. To further enhance performance and security, they deployed virtual machines and upgraded the firm’s server environment. Recognizing the firm’s increasingly global footprint, they provided real-time support to remote staff, including international team members working across time zones.
IT Support LA always tailored their services and support around EGT & Associates' unique business needs, offering after-hours and weekend support, aligning system upgrades with tax season deadlines, and investing the time to understand the firm’s core business applications. This context-aware approach allows them to deliver fast, relevant solutions without disrupting critical work.
Results
- Seamless remote work: Enabled secure, fully remote operations, including support for team members across time zones, with no loss in productivity.
- High system reliability: Virtually eliminated downtime from IT issues, boosting reliability and internal efficiency.
- Recovered leadership capacity: Freed senior staff from hands-on IT responsibilities, recovering significant time for client service and strategic work.
- Smooth software transition: Supported a seamless implementation of advanced accounting software, ensuring compatibility and operational continuity amidst a critical upgrade.
- Time-sensitive support: Delivered ongoing, after-hours support aligned with tax season and other deadline-driven cycles, minimizing operational bottlenecks.
- Scalable infrastructure: Built long-term confidence in IT operations, contributing to the firm’s ability to double in size since the partnership began.
- Strategic IT alignment: Improved long-term IT planning through consistent support, professionalism, and proactive infrastructure improvements.
“What stands out most is how much IT Support LA truly feels like part of our team. They understand our business, they work around our schedule, even on weekends or during tax season, and they’re always there when we need them. That kind of support is unheard of, and it’s made a huge difference in how we operate and grow.
Since working with them, we’ve had virtually no downtime, we’re operating more efficiently, and we’ve been able to double the size of our firm without worrying about IT keeping up. They're the best thing that happened to our business.”
- Bethany Goldberg, Managing Partner
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