Modern accountants and financial advisors are so much more than bean-counters. They provide insights, advise clients on how to improve their finances, and anticipate future trends. Providing access to enterprise-level informational tools that may otherwise be out of reach, the hosted desktop brings together processes and data like never before. This enhanced management information leads to more informed decision making – to the benefit of your clients, and your business.


Get ready for digital tax accounting

Due to legislative changes, business users will need to get online and keep accurate records. Combining digital tax SaaS solutions with a hosted desktop is an excellent way to maximise your IT resources. With the hosted desktop it’s easy to share information securely with your clients; something that will become increasingly important as you collaborate with them to make sure their financial records are accurate and up to date.


Lead by example

In the face of digital transformation, tech is changing the way everyone does business. This means your clients are going to want accountants and financial advisors that understand how technology works. So, it makes sense for you to make the switch to the cloud now, and take the time to figure out how it adds value. Only then will you be able to advise on how best this technology can meet your clients’ unique needs.

Become more productive

With the hosted desktop, any information gained in meetings or at your client’s premises can be sent straight over to your office. You can even search your database while in client offices. In fact, you’ll have access to everything you need, wherever you need it, on any internet-enabled device. This supports more flexible working practices and increases productivity.


Improve your bottom line

With no expensive hardware to buy, new users can be added and removed in hours with a pay per user pricing structure. What’s more, the maintenance of your IT system is done remotely by your provider. Likewise, it’s easy to upgrade or add new software or applications to meet the changing needs of your firm. So your IT grows at the same pace as your business.


Common IT Problems That Accountants & Financial Advisors Face

1 – You have an overly complex IT infrastructure

In an industry where time is money, we see far too many accounting firms being slowed down by how complex and complicated their IT system is. Firms who:

  • Maintain several physical servers, which require both a lot of manpower and money to replace and upgrade, as well as to support with disaster recovery and back-up systems.
  • Juggle multiple applications that are hosted in different environments and pay for multiple associated licenses, some of which charge extra for enhanced security or functionality features.
  • Deal with multiple third parties for purchasing licenses and hardware, as well as the support for these products

It even sounds complicated on paper, doesn’t it?

An IT environment like this can be a headache to manage. Even worse, it’s not cost-effective, it can lead to poor communication between different departments within your company, and it can result in errors, oversights and inefficiencies that can have a serious impact on your firm’s performance and reputation.

By upgrading to Cloud Geeni’s Managed IaaS, you can avoid this mess by streamlining your IT infrastructure, simplifying your billing, and allowing your overburdened IT team to add real value to the firm — all while enjoying improved functionality, flexibility, security and productivity.

2 – Your IT staff are too busy putting out fires

If your business has its own physical on-site IT infrastructure, a large chunk of your IT staff’s time is probably taken up by constantly maintaining it. They’re effectively digital fire fighters who are always on call. If they get notified at 3 a.m. that a server has gone down, it’s their responsibility to fix it before the working day starts, otherwise the rest of the team can’t do their work and the business loses out on money.

If your IT staff are constantly putting out fires, then their time and talents are not being maximised. Despite the gripes and grumbles of some of their colleagues, they simply don’t have enough time or energy to focus on big-picture projects. Sadly, this scenario is all-too-common in the accounting sector.

3 – Your IT infrastructure is uneconomical

Many accounting firms are being weighed down by the cost of their current IT infrastructure. Those with their own on-premise servers have to cover the cost of purchasing, installing, configuring and maintaining these servers, as well renting out the space to house them. Servers need upgrading every three to five years, so there’s also that expense to factor in, too.

Beyond these initial costs, having an outdated legacy system or complicated IT infrastructure is also expensive on an ongoing basis. Mistakes in the present only create more work for you in the future. Poor communication can lead to work being done twice. Waiting for an application to load or a server to be fixed equates to wasted minutes your firm can’t afford.

Time is money in the accounting sector, so your firm can’t afford to be slowed down by an inefficient IT infrastructure.

infrastructure as a service with cloud geeni for accountants

How Cloud Geeni’s Managed IaaS Can Benefit Accounts & Financial Advisors

Whether you’re struggling with a complicated and hard-to-manage IT infrastructure, an overburdened and underutilised IT department, or an expensive and uneconomical infrastructure, no accounting firm should have to put up with a poor IT system, especially when time is money.

With Cloud Geeni’s Managed IaaS, accountants and financial advisors can eliminate such headaches while maximising their billable hours. With our Managed IaaS solution, we move your IT infrastructure from its current server into our private cloud environment, where it’s delivered back to you and managed by our team of experts 24/7.

This eliminates the cost of maintaining your own physical servers and frees up your IT team to add real value to your business. With stringent security measures and a comprehensive disaster recovery system in place, you never have to worry about suffering downtime or losing sensitive data, which is a major concern for any accountancy firm. Furthermore, Managed IaaS allows your teams to access their data on any device and work remotely, whether they’re in the office, on the road, or in the comfort of their own home.

Between the improved efficiency, accessibility and productivity, to reduced costs and a simplified monthly bill, Cloud Geeni’s Managed IaaS platform offers a bevy of benefits to accountants and financial advisors.


Maximise your billable hour

Our Managed IaaS is a highly efficient cloud computing solution that can improve your staff’s productivity and boost your firm’s profitability. Because your data is hosted in the cloud, your employees can access their files and applications on any compatible device, at any time, from any place, giving them far greater mobility and flexibility.

Our Managed IaaS platform also solves the issues that you’re struggling with due to your slow and inefficient legacy system. We “lift” your data and applications into the cloud, helping to remove silos between different departments within your firm and improve collaboration and communication. Plus, you don’t have to deal with multiple companies as your IT infrastructure is delivered and managed by Cloud Geeni alone.

What’s more, upgrading to Managed IaaS is a simple and easy process. We take care of the complex and time-consuming task of migrating your data into the cloud. Once you’re up and running, the platform offers effortless scalability, allowing you to quickly and easily expand or scale back your service as and when required.

Managed IaaS is ideal for any accounting firm that needs to maximise every minute of the working day.


Managed IaaS eliminates the need to install, maintain and replace your own on-site physical IT infrastructure, which can not only be a drain on your resources, but a major frustration. Instead, your data and applications are hosted in our private cloud and stored on dedicated servers located at our secure, state-of-the-art, ISO-accredited data centres across the UK.

Managed IaaS operates on a subscription model, so you only pay for the resources and licences you require per month. As a result, your Managed IaaS platform provides far greater value for money while removing the need for large capital investment.

Additionally, our guaranteed 99.9% uptime safeguards your firm from the potentially hefty costs associated with business downtime. This is especially important for accountants and financial advisors whose main source of revenue is the billable hour.


We have many clients in the accounting and finance sector, so we know just how critical the security of your sensitive data is. When you upgrade to Cloud Geeni’s Managed IaaS solution, you can rest assured that you’re in safe hands.

We store your data on secure servers at UK-based data centres that are tier 3 ISO-accredited. This means they meet one of the highest certification standards in the industry. Our data centres are equipped with fire detection and suppression systems, temperature control, and iris recognition entry technology, safeguarding both the integrity of the building and your servers.

Thanks to our robust security measures, we fully protect your cloud-hosted data from hackers or cyber criminals. Our Managed IaaS platform uses firewall protection, cloud encryption, anti-virus and anti-malware software, two-factor authentication and has the ability to strip data and credentials from any lost or stolen devices.

Zero downtime or data loss

Our Managed IaaS platform eliminates downtime almost entirely and reduces the likelihood of disaster, ensuring business continuity at all times.

We have a comprehensive disaster recovery system in place that involves your data being replicated in real-time at a secondary data centre based in a different geographical location. So in the unlikely event that your primary data centre succumbs to a flood, fire or power outage, we will seamlessly migrate your infrastructure across its sibling server. This ensures that your business enjoys seamless continuity without disruption of service or loss of data.

For added peace of mind, your server performance is monitored 24/7 and our Microsoft-certified engineers are notified immediately of any potential issues, regardless of the time of day, and will work responsively to fix the issue.

cloud geeni helps your IT staff

Helps your IT staff

Although your IT staff may initially be hesitant about migrating to Managed IaaS, rest assured the platform will make their job easier and more rewarding. This is because we’re the ones responsible for making sure that your cloud-hosted infrastructure is always available to you and it’s performing at optimal levels at all times. This frees up your IT staff from having to quickly fix a server at any hour of the day or night.

Instead, they can dedicate more time and energy to exploring new technologies and ways in which they can actually improve and innovate systems and operations, allowing them to maximise their skills and expertise while adding real value to your business. Managed IaaS transforms your IT staff from firefighters into dynamic and indispensable IT professionals.

Managed IaaS can also boost staff morale. No longer do your IT staff have to take the heat from their colleagues over things going wrong with IT. Instead, they can improve the end user experience, make the rest of your employees’ jobs easier through technological improvements, and endear themselves to your staff!


Why Accountants & Financial Advisors Should Choose Cloud Geeni


We’re experts in the accounting industry

Having worked with many accounting firms over the last 15 years, we’ve gotten to know the ins and outs of your industry very well. We’re familiar with the common problems that accounting firms face and can anticipate problems before they happen while finding solutions quickly.

We’re familiar with the type of legacy systems and hybrid cloud infrastructures that accounting firms tend to have. We understand the laws, regulations and compliance issues within your sector. We’re aware of your security concerns and how to solve them. We know how to build a cloud-hosted IT infrastructure that works for accounting firms.

Our experience and expertise of working within accounting firms has allowed us to refine our service, resulting in a better experience for our clients while still tailoring our service and creating a bespoke package to meet your needs.

Wealth of experience

At Cloud Geeni, we have over 35 years of experience delivering computing solutions. We’ve been a tried and trusted name within the industry since 1984, during which time we’ve accumulated a wealth of experience and expertise when it comes to designing, building and implementing cloud computing solutions for businesses, helping them to boost productivity, solve problems, and maximise their profitability.

The core of our engineers and support team have been with us for over a decade, so there is a combined experience of over 40 years in our team alone. Cloud Geeni were one of the first adopters of cloud computing in the UK, and have remained at the forefront of the technology ever since thanks to our passion for innovation.


Just because our company is almost 40 years old, it doesn’t mean we’re dinosaurs. In fact, one of the reasons we’ve been able to stick around for so long is because we’ve continually innovated, adapted and evolved. Each month, we dedicate staff hours to developing our products and services, which allows us to provide a better service to our clients while staying ahead of the curve — and staying ahead of the competition.

Why is longevity important when choosing a cloud service provider? For the simple fact that you’re placing your entire IT infrastructure — including all your precious data and important applications — into the hands of another company. So you need to be able to trust that they’re not going to go under anytime soon!

Friendly, down-to-earth people

Cloud Geeni isn’t like other IT or tech companies. Aside from being experts at what we do, we’re also lovely people to work with. We strive to provide a service that’s top drawer yet down-to-earth.

From our engineers and consultants through to our support team, we’re friendly, supportive, dedicated, passionate and attentive. We’re always accessible to our clients, and our specialist teams are always willing to go the extra mile. With Cloud Geeni, you can rest assured that you are in safe hands.


Put us to the test

Switch to our cloud managed services and remove the hassle from your IT. All for one affordable monthly payment.