For Ken, owner of Annapolis Accounting Services, running a small but growing firm means balancing many responsibilities. From managing client relationships to overseeing daily operations, technology had always been one of the most time-consuming challenges. Maintaining servers, ensuring security updates, and troubleshooting software issues were taking valuable time away from serving clients.
When Ken realized his team needed a more secure and efficient way to work, he turned to Rightworks. The result was a simpler, safer, and more flexible environment that allows the firm to focus on clients instead of IT.
The Challenge: Technology Getting in the Way of Client Service
Annapolis Accounting Services had built a loyal client base through consistent service and attention to detail. But behind the scenes, the firm’s technology setup was creating unnecessary complexity. Software updates often caused downtime, and remote access options were limited. As the firm expanded, these small inefficiencies added up.
“Our goal is always to provide great client service,” Ken explains. “But managing technology was slowing us down. I wanted to find a way to make everything simpler and more secure.”
Ken also knew that cybersecurity was becoming a growing concern for accounting firms of all sizes. Protecting sensitive financial data while enabling flexibility for staff required a stronger, more reliable system.
The Turning Point: A Need for Simplicity and Security
After researching several options, Ken discovered Rightworks through industry peers who spoke highly of the platform’s reliability and accounting focus. What stood out was Rightworks’ ability to combine security, performance, and support in one managed solution.
“Rightworks understood our business from the start,” Ken says. “They knew what applications we used and how to make the transition easy.”
The Solution: Moving to Rightworks Cloud Premier
Annapolis Accounting Services migrated its accounting applications and data to Rightworks Cloud Premier, gaining secure, always-on access to everything the team needs to serve clients. The Rightworks team handled the setup, migration, and onboarding, ensuring no downtime during the transition.
“The migration process was smooth,” Ken recalls. “Rightworks took care of everything, and we were able to keep working without interruption.”
With Rightworks managing updates, backups, and security, Ken’s team can now log in from anywhere and focus entirely on client needs instead of IT problems.
The Impact: Less Stress, More Productivity
Since moving to Rightworks, Annapolis Accounting Services has experienced a noticeable improvement in day-to-day operations.
- Simplified Operations: No more worrying about servers, software updates, or backups.
- Improved Security: Rightworks protects sensitive client data with enterprise-level safeguards and automatic updates.
- Remote Access: Staff can securely log in and work from anywhere without disruptions.
- Peace of Mind: The firm can now focus on clients, knowing technology and security are handled by experts.
“Rightworks gives us peace of mind,” Ken says. “Everything just works, and we know our data is protected. It has made a big difference in how we operate.”
The Bottom Line: Technology That Works for You
For Ken Burton, partnering with Rightworks wasn’t just about moving to the cloud. It was about eliminating distractions and gaining back time to focus on what matters most.
“Technology should make your life easier, not harder,” Ken says. “With Rightworks, we can concentrate on our clients instead of worrying about IT.”
Key Takeaways for Other Firms
- Focus on your clients, not your servers. Let a managed provider handle updates, security, and maintenance.
- Invest in security. Protecting client data is essential for long-term trust and compliance.
- Enable flexibility. Give your team the freedom to work from anywhere securely.
- Choose a partner that understands accounting. Rightworks provides the tools and expertise designed for firms like yours.
Looking Ahead: A Foundation for Continued Growth
Annapolis Accounting Services now runs more efficiently than ever before. With Rightworks managing its technology, the firm can continue expanding its services and client base with confidence.
“We’re in a better position to grow,” Ken concludes. “Rightworks takes care of the technology so we can take care of our clients.”