IT Support Services
View All
Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

We’re here to help. Contact us for a consultation.
Application Hosting
View All
QuickBooks Online

Bypass the wait time and access Visory’s Obsessive Client Support®


Take your business to new heights with Visory’s flexible QuickBooks hosting solutions


The same Sage you work in every day, only better


An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs


Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
View All
Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Let’s talk about keeping your business and your data secure.
View All
Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world


Backup your data for business continuity and compliance


Keep everyone on the same page. Any user, every device.


Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
View All
Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

Contact us to learn more about how we keep your business safe and in compliance
QB Desktop, QBO

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA
Case Study

QuickBooks Cloud Hosting Provides Remote Services

Maven Strategic
QuickBooks Hosting for Accountants

Founded in 2004, Maven Strategic Solutions, LLC (“Maven Strategic”), provides professional financial consulting services, with a focus on small to medium-sized businesses.

The company’s core service offerings include outsourced controller/CFO services for small to medium-sized businesses, as well as FINOP, compliance, and reporting services for securities broker/dealers and related entities. Its customized services are designed to provide financial expertise at affordable rates. And as trusted advisors, they enable their clients to do what they do best, whether it’s sales, customer service, or product development while knowing its financial services are being stewarded by industry professionals.

The Challenges
Steven Singer, Founder, Maven Strategic, has spent the past 20 years in the financial services industry and knew he had something special when he founded Maven Strategic. Singer says, “When I founded this company I knew there was a great need for small and medium sized businesses to have the financial expertise that a large enterprise could access.”

After starting with a couple of clients in private practice, Singer said the first decision he made was to find a tool that could help the business always remain in compliance with industry regulators and could also help grow the business. “Any time you are working in the financial services arena, regulators are always a phone call or a knock at the door away. They expect financial records to be up-to-date and always accessible. In the past, when files were emailed back and forth between a company and its clients, this was rarely possible. Either we or they were always making updates and it was rarely clear who had the most current file. I didn’t want to start my company with that headache already built-in.”

Singer says after investigating several different tools he knew an online option wouldn’t be enough. It had to be a cloud-hosted solution where he and his clients always had real time access to their financial reports. That’s why he trusted Swizznet to be Maven Strategic’s first business partner.

The Results
Since partnering with Swizznet, Maven Strategic has grown its business approximately 30% year over year, or 300% total. The reason for this is, is because Swizznet offers the same value proposition to Maven Strategic that it offers its clients.

Singer says, “With Swizznet, I didn’t have to become an IT expert and run my financial consulting firm at the same time. I’m able to focus on my clients and ensure they are receiving the highest level of service I can provide, while knowing we are always in compliance with real-time anywhere access to their financial documents thanks to Swizznet.”

“In talking with others about hosting providers, I knew two key deal-breakers for me would be unscheduled down-time and poor customer service. As a consultant, I am in the customer service business and expect a lot from those I partner with. And with Swizznet I have never been disappointed. Everyone I’ve worked with at Swizznet wants Maven Strategic to grow and succeed just as much as we do. They won’t stand for unscheduled down-time because that means their clients aren’t able to operate at their peak. That is unacceptable to them and very refreshing for me as a client.”

Want to learn more?
We’re here to help

Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.

Or Call Us Today at (888) 252-2990
Services Used in this Case Study
Related Case Studies
What We’re Saying
Live Customer Support

If you’re a Visory client with a question or concern, don’t wait – reach out to us! Our team is here to bring thoughtful resolution to your issues quickly.

Copyright ©2024 Visory. All rights reserved.