IT Services for Financial, Accounting & Lending Firms in Orange County

At Shift Computer Services, we deliver tailored IT services for financial firms in Orange County that demand precision, uptime, and compliance. Whether you manage investment portfolios, process loans, or offer accounting and tax services, your technology must be fast, secure, and always available.

We serve financial services firms with 10 to 50 employees—including accountants, alternative lenders, and wealth managers—providing responsive support, data protection, and IT strategy that helps you work efficiently and stay compliant with regulatory standards.

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The Cost of IT Failures in Financial Services 

Poor IT support puts financial firms at major risk:

  • Downtime Equals Lost Revenue: Every minute your systems are offline, your clients and deals are on hold.
  • Data Breaches & Compliance Violations: Financial firms handle sensitive data subject to strict regulations like FINRA, GLBA, and PCI-DSS. One breach can be devastating.
  • Frustrated Clients: Tech issues that delay reporting, transactions, or service delivery damage your reputation and credibility.
  • Inaccurate Data & Disrupted Access: If systems fail, financial data can be compromised or inaccessible—leading to operational chaos.
  • Limited Growth Potential: Outdated systems and a reactive IT approach can stunt your ability to scale and meet client demand.

Shift Computer Services ensures your systems are protected, reliable, and aligned with your business and compliance goals.

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Trusted IT Partner For Southern California Businesses

Recognized for delivering proactive, high-quality IT services that help businesses scale securely.

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Industry-Certified IT Professionals

Our team holds leading IT certifications to provide expert-level support and security.

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Why Orange County Financial Firms Choose Shift Computer Services 

Industry-Specific IT Experience
We understand the tools, workflows, and regulations financial professionals work with daily. From tax season prep to secure loan origination platforms, we tailor IT to your industry needs.

24/7 System Monitoring & Helpdesk
We offer round-the-clock monitoring and fast-response support, so issues are resolved before they impact your team or your clients.

Cybersecurity & Compliance Alignment
We protect your systems with layered cybersecurity and support you with compliance frameworks like GLBA, FINRA, PCI-DSS, and SOX.

Reliable Cloud & Remote Access
Whether your CPAs or underwriters work in-office or remotely, we provide secure, consistent access to your applications and data.

Proactive Maintenance & Strategic Planning
We monitor, patch, and maintain your systems proactively—while offering strategic guidance for scaling, compliance audits, and vendor selection.

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Our IT Services

At Shift Computer Services, we provide a full suite of IT solutions designed to support, secure, and streamline your business operations. Whether you're looking to fully outsource your IT, co-manage with your internal team, or enhance your cybersecurity posture, our services are tailored to fit your specific needs.

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Cloud Services

Harness the power of the cloud to increase scalability, flexibility, and collaboration across your business. We provide cloud migration, cloud infrastructure management, and cloud optimization services to ensure smooth, secure, and efficient operations.
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Cybersecurity Services

Protect your business from evolving cyber threats with our advanced cybersecurity solutions. We offer multi-layered protection, including firewall management, endpoint security, network monitoring, and employee awareness training to defend against data breaches and ransomware.
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Disaster Recovery Planning

Prepare your business for the unexpected. Our disaster recovery services ensure you have a solid plan in place to recover critical data and restore operations quickly in the event of a cyberattack, hardware failure, or natural disaster.
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IT Compliance Services

We simplify the complexities of IT compliance. Our experts help your business navigate regulatory requirements such as HIPAA, PCI-DSS, SOC 2, and others, ensuring your technology aligns with compliance standards while protecting sensitive data.
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CMMC Compliance

For defense contractors and suppliers, we offer specialized CMMC compliance services. Our team assists you in meeting Cybersecurity Maturity Model Certification (CMMC) requirements, securing your systems and safeguarding controlled unclassified information (CUI).
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FTC Compliance Services

Attain required security and compliance guidelines with ShiftCS's proven approach to compliance for financial institutions in line with the FTC Safeguards Rule.
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HIPAA Compliance Services

Empower your healthcare team with ShiftCS's powerful HIPAA compliance solutions, delivering strategic support that you can rely on, letting your staff go back to serving patients.
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Managed IT Services

Our fully managed IT services include 24/7 monitoring, proactive maintenance, helpdesk support, and strategic IT planning. We take complete ownership of your technology, ensuring reliability, performance, and security without the overhead of an in-house IT team.
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Managed Print Services

Streamline your office's printing environment with our managed print solutions. We manage devices, optimize workflows, control costs, and reduce waste—freeing your team to focus on more critical business functions.
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Outsourced IT Support

Gain access to a full team of IT professionals without the expense of building one in-house. Our outsourced IT support offers fast response times, comprehensive technical assistance, and peace of mind, knowing your technology is in expert hands.
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Microsoft 365, Azure & Google Workspace Services

Leverage the best productivity and collaboration tools available. We offer setup, migration, integration, and ongoing support for Microsoft 365, Azure, and Google Workspace, ensuring these platforms work seamlessly within your business environment.
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VoIP Phone Systems

Modernize your communication infrastructure with our VoIP phone systems. We provide scalable, cost-effective VoIP solutions that offer advanced features like call forwarding, voicemail-to-email, and video conferencing to keep your team connected.
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Co-Managed IT Services

Already have an in-house IT team but need extra support? Our co-managed IT services allow you to augment your internal resources with our expertise—providing additional manpower, advanced tools, and strategic guidance where needed.
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Structured Cabling Services

Build a strong foundation for your network with professional structured cabling solutions. We design and install reliable cabling systems that support voice, data, and video communications, ensuring smooth and efficient connectivity throughout your facility.
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AI Services

Shift Computer Services provides expert AI services in Orange County to help small businesses enhance productivity, streamline operations, and make smarter data-driven decisions.

Frequently Asked Questions About Financial IT Services in Orange County

What IT services do you offer for financial firms? 
We offer complete IT services tailored to financial institutions, including 24/7 monitoring, cybersecurity, software support, cloud services, data backup, and compliance management. We make sure your firm stays secure, compliant, and efficient.
How do you ensure compliance with financial regulations? 

We help implement technical safeguards required by regulatory frameworks like GLBA, FINRA, and PCI-DSS. This includes encryption, audit trails, secure authentication, data retention policies, and detailed system documentation to support audits.

Can you support our financial or accounting software?

Yes. We provide support for a wide range of financial software including QuickBooks, Xero, Lacerte, Drake, and loan origination platforms. We ensure these tools are secure, integrated, and performing optimally for your team.

What cybersecurity measures do you implement? 

We use multi-layered security strategies including endpoint protection, firewalls, spam filtering, multi-factor authentication, and employee training to protect against phishing, ransomware, and data breaches.

Is your support available after hours? 

Absolutely. Our 24/7 helpdesk and monitoring services ensure we're available when you need us most—especially during peak times like tax season or loan processing deadlines.

What Our Clients Say About Us

Trusted Partner

I have been using Shift Computer Services for over 10 years now for two of my businesses and personal IT support. The staff is quick, reliable, extremely knowledgeable and trustworthy, which is important in today's society and for the successful operations of your business. Shift Computer...

I have been using Shift Computer Services for over 10 years now for two of my businesses and personal IT support. The staff is quick, reliable, extremely knowledgeable and trustworthy, which is important in today's society and for the successful operations of your business. Shift Computer Services is a high-quality IT company that offers straight forward solutions pricing for excellent services. I would recommend them to just about anyone.


Stephen Reese

Executive Vice President
GreenWave Products, LLC

Excellent Service and Peace of Mind

For over 15 years, ShiftCS has provided our firm with excellent service and peace of mind. As the firm has grown, we have counted on ShiftCS to help us expand, they have always been there for us, whether creating expanded services or resolving problems with same-day efficiency. After years of...

For over 15 years, ShiftCS has provided our firm with excellent service and peace of mind. As the firm has grown, we have counted on ShiftCS to help us expand, they have always been there for us, whether creating expanded services or resolving problems with same-day efficiency. After years of struggling with IT and phone technical service providers, ShiftCS has removed all that anxiety. We trust them, they get it done, they are always there when we need them.


Michael McGuire

Attorney
California Elder Law Center

Go to Vendor

ShiftCS has served as our technology "go to" vendor for several years. Their knowledgeable experience has been instrumental in upgrading our equipment and software throughout our company. Their staff is very reliable and available to assist or just answer questions.

Sherie Brooks

Proficiency Capital, LLC

A Trusted Technology Solution Provider

Shift Computer Services consistently provides top notch support and services to keep our busy shop up and running. Whenever an issue arises, ShiftCS is quick to respond and resolve our issues. Over the past 12 years my experience with ShiftCS has been 100% positive. They provide reliable and...

Shift Computer Services consistently provides top notch support and services to keep our busy shop up and running. Whenever an issue arises, ShiftCS is quick to respond and resolve our issues. Over the past 12 years my experience with ShiftCS has been 100% positive. They provide reliable and consistent support, communication and follow through. Justin and his staff have the values you look for in a business partner: integrity, honesty, great work ethic, with a positive and friendly attitude. I trust and value our relationship and feel as though we are friends rather than just my IT vendor.


Chris O’Dell

Sessemo

Extension of our Practice

Justin and the ShiftCS team is an extension of our practice. His team is very reliable and knowledgeable. We can rely on ShiftCS for their IT services and advice.

Carmen Hayes

Pacific Pediatric Cardiology Medical Group

Quality and Consistency

I have used Shift Computer Services for over 10 years and have found them to be trustworthy, reliable, and extremely knowledgeable. It is great to have them think about what is best for us and NOT what will make them the most money. We have used them for various computer hardware and telephone...

I have used Shift Computer Services for over 10 years and have found them to be trustworthy, reliable, and extremely knowledgeable. It is great to have them think about what is best for us and NOT what will make them the most money. We have used them for various computer hardware and telephone equipment purchases and services. They are a top-notch company. A high-quality IT company with excellent service and honest people.


Greg Kennebeck

PromedSI

Reliable and Trusted Partner

We have been working with Shift Computer Services for over 10 years. They are always responsive, professional, and extremely knowledgeable. Shift keeps our firm operational and secure. I highly recommend their service and support.

Patti Smith

Office Manager
Weisz & Santagata, LLP

True 24/7/365 Protection and Availability

I sleep soundly at night knowing that our company data and line of business applications are secured and backed up with a proven solution. For over five years, Shift Computer Services' full-service Business Continuity / Disaster Recovery service has saved our company from several server crashes...

I sleep soundly at night knowing that our company data and line of business applications are secured and backed up with a proven solution. For over five years, Shift Computer Services' full-service Business Continuity / Disaster Recovery service has saved our company from several server crashes and allows us to recover data reliably and quickly in the event of corruption or deletion. ShiftCS has become a true business partner who works with us through a wide range of IT needs, whether it be a late-night power outage emergency or establishing and migrating to a new domain. They provide real solutions to myriad of business problems and offer great insight into new and emerging technologies.


Donald Adams

Avalon Laboratories
Nordson Corporation

Part of the team

ShiftCS has been a huge help to get us into the 21st century with our computer systems. They have become a huge part of our team here at Austin/Jones Corp. They have been very responsive when we need help. We have not had anything that they were not able to figure out. They have been very easy...

ShiftCS has been a huge help to get us into the 21st century with our computer systems. They have become a huge part of our team here at Austin/Jones Corp. They have been very responsive when we need help. We have not had anything that they were not able to figure out. They have been very easy to work with and very professional in the computer IT field. I would highly recommend them for all business computer needs. We would not be the company we are today without their help.


Steve Jones

Austin/Jones Corp

Looking for IT Services for Financial, Accounting & Lending Firms in Orange County?

Shift Computer Services helps financial organizations protect sensitive data, meet regulatory compliance, and run smoother operations with proactive IT support. Let's upgrade your IT environment today.

Book Your 15-Minute Discovery Call Today