ABOUT
How BetterIT Can Help Your Firm
ABOUT BetterIT
Why we're here
BetterIT was built from the ground up to empower Accountants and RIAs with seamless IT solutions, specializing in GLBA, FINRA, and SEC compliance.
Founded by Keven Oates, a veteran IT consultant with over three decades of experience serving financial professionals, BetterIT emerged from a simple vision: to create an easier path for Accountants and RIAs to achieve and maintain compliance and security.
We understand that you'd rather focus on your clients than wrestle with technology and regulatory requirements. That's why we're here – providing not just IT help, but comprehensive compliance solutions tailored to the unique needs of financial professionals.
OUR APPROACH
Our Approach: Simplifying IT and Compliance for Financial Professionals
At BetterIT, we believe that managing your IT and compliance shouldn't be a headache. Our approach is built on five key pillars:
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Understand: We start by listening. Every accounting and RIA firm is unique, so we take the time to understand your specific challenges, goals, and regulatory requirements. This isn't about selling you a one-size-fits-all solution; it's about crafting a strategy that truly fits your business.
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Simplify: We take complex IT and compliance requirements and break them down into manageable, easy-to-understand steps. Our goal is to demystify technology and regulations, making them accessible to you and your team.
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Automate: Wherever possible, we implement automated solutions to handle routine IT tasks and compliance checks. This means less manual work for you, reduced risk of human error, and more time to focus on your clients.
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Educate: We don't just set up systems and walk away. We believe in empowering your team with the knowledge they need. Through regular training and clear communication, we ensure you understand how to leverage your IT for better security, compliance, and efficiency.
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Proactive Partnership: We're not just here for troubleshooting. Our team proactively monitors your systems, anticipates potential issues, and keeps you ahead of regulatory changes. Think of us as your personal IT and compliance watchdog.
With BetterIT, you're not just getting an IT service provider; you're gaining a partner committed to your success. We handle the tech, so you can handle the finances. It's that simple.
Ready to Move Forward?
Stephen Hill
They are proactive about recommending best-practices with technology and cyber security. They are responsive to every phone call and email no matter how small or big the topic, and they are mindful of costs and prioritize what is in our best interest. Most of all, Keven and his team value building a long-term, positive relationship with their clients.
Mike Malloy
“I have never encountered anyone who could come close to matching their knowledge and expertise in meeting my needs for hardware, software and the now extremely vital area of cybersecurity. Keven and his staff are genuinely nice people, accessible, accommodating, always ready to respond with a highly effective solution to a problem/emergency.”
Eileen Magno
“After years of searching, we finally found an IT service provider who is knowledgeable, reliable, and available . . . not to mention affordable. They are quick to respond and even quicker to analyze or fix whatever problems we may be having. They explain issues and equipment in laymen’s terms and make sure we know and understand what we are using and/or buying. Downtime has diminished and our equipment has never worked better! Believe me, we’ve tried many . . . finally, we found the best!”
A Note From Out Founder
Dear Visitor,
Thank you for taking the time to learn about BetterIT. As the founder, I'd like to share a bit about why I started this company and what drives us every day.
For years, I worked as an IT consultant, primarily serving tax accountants and RIAs. During this time, I saw firsthand the struggles these professionals faced with technology and compliance. Many were overwhelmed by the complexity of IT systems and the ever-changing landscape of regulations like GLBA, FINRA, and SEC requirements.
I founded BetterIT with a simple yet powerful vision: to create an easier path for accountants and RIAs to achieve and maintain compliance and security. I believed then, as I do now, that financial professionals should be able to focus on serving their clients without the constant worry of IT issues or regulatory missteps.
Our approach is rooted in understanding, simplification, and partnership. We don't just provide IT services; we strive to be trusted advisors who truly understand the unique challenges of your industry. Whether you're a small accounting firm or a growing RIA, our goal is to transform your IT from a source of stress into a competitive advantage.
At BetterIT, we're more than just tech experts – we're problem solvers, compliance navigators, and your partners in growth. We're here to simplify your digital world, allowing you to do what you do best: serve your clients and grow your business.
Thank you for considering BetterIT. We look forward to the opportunity to help your business thrive in the digital age.
Warm regards,
Keven Oates
Founder,
BetterIT