Running a successful accounting firm today means more than just balancing the books — it requires secure, reliable, and efficient technology systems that keep up with growth. Many firms, especially those expanding quickly, find themselves struggling with disconnected tools, communication gaps, and rising security concerns. At BRJ Consulting, we see these challenges often, and we help professional service firms turn technology from a roadblock into a growth engine.
Take, for example, a mid-sized accounting company we recently advised. The firm had doubled its client base in just two years but was still relying on outdated email systems, basic file storage, and piecemeal security practices. Staff wasted hours searching for the latest version of client files, emails weren’t syncing properly across devices, and leadership worried about confidential data being vulnerable to phishing or ransomware attacks. In short, the systems that once worked for a small team were holding them back as they grew.
This is where BRJ Consulting stepped in.
1. Email & Collaboration Integration
The firm’s first pain point was communication. Employees were using different email setups on desktops, laptops, and mobile phones, which led to missed messages and client frustration. We migrated the firm to Microsoft 365, giving staff a secure, professional email system that syncs seamlessly across devices. Along with that, we introduced Microsoft Teams for real-time chat and meetings, making collaboration easier both in the office and remotely. This reduced missed messages, improved response times, and gave clients a better experience.
2. Data Security & Compliance
With sensitive financial information at stake, security had to be more than just antivirus software. We implemented Multi-Factor Authentication (MFA) across all accounts, strengthened password policies, and set up automated backups to ensure files could be recovered if anything went wrong. We also provided ongoing monitoring tools, so potential threats could be detected before causing damage. For leadership, this meant peace of mind knowing that client data was protected and compliance requirements were being met.
3. Workflow Optimization
Beyond email and security, we helped the firm automate repetitive tasks like sending reminders for document requests or filing deadlines. By connecting their CRM system to communication tools, staff spent less time chasing down paperwork and more time focusing on serving clients. These small workflow improvements added up to significant time savings.
The result? The accounting firm now runs more efficiently, with stronger client relationships, improved security, and systems that support — not slow down — growth.
At BRJ Consulting, our goal is simple: to help businesses like yours work smarter, safer, and faster by making technology integration easy. Whether you’re an accounting firm or another professional services organization, we provide the right mix of strategy, security, and hands-on support to help you grow with confidence.