Accounting

Focus:  LloydCare™, Project Management and Integration Services

Profile:  40 to 50 person accounting firm providing tax, estate, family office, and charitable planning services to a select group of high-net-worth individuals and families.

Challenge:  Accounting firms work in fast paced environments that require constant uptime and communication with clients.  For accurate tax reporting, many firms need the latest versions of all tax forms in the system and readily available for their users to access.

Solution:  Accounting firms partner with Lloyd Group to provide IT support through LloydCare™.  Lloyd Group proactively monitors their critical systems to address any potential concerns and resolve them before the equipment is affected.  Lloyd also manages quarterly projects to update and test the various tax forms required.

Benefits:  Our accounting clients have a team of people who are familiar with their business and its unique requirements.  Lloyd Group is available to work with them and answer requests 24/7/365.  Working with Lloyd Group gives firms confidence knowing that their equipment is constantly monitored and they have a partner to make sure their critical forms are updated regularly.