Client Data Security
Access controls and encrypted backup for the financial records clients trust you with.
For Businesses
Bay Geeks is a St. Petersburg IT company, in business since 2004 with an office at 1655 20th Ave S., supporting accounting and bookkeeping firms across Pinellas and Tampa Bay. We map your setup to the FTC Safeguards Rule, Premium and Advanced clients get a 2-hour response target during business hours, and plans start at $75 per computer per month, published below.
Same-day appointments usually available
Premium and Advanced plans: 2-hour response target during business hours, 24/7 monitoring on Advanced
Local office since 2004: 1655 20th Ave S., St. Petersburg; on-site across Pinellas & Hillsborough
Built For The Work You Do
Access controls and encrypted backup for the financial records clients trust you with.
Proactive monitoring and patching so a preventable failure doesn't hit during your busiest weeks.
Accounting firms are a frequent ransomware target industry-wide. Bay Geeks EDR is included on every maintenance plan.
See Bay Geeks EDR →Automated backup for client files and accounting software data, tested and monitored.
See backup & recovery →Before You Hand Over Access
We take a GLBA- and FTC Safeguards-aware approach to protecting client financial records, mapping your setup toward those frameworks rather than treating security as an afterthought.
See the FTC Safeguards Rule, explained →We carry $1M/$2M general liability, $1M cyber liability and errors & omissions insurance, so if something goes wrong on our watch, there's a policy behind us, not just an apology. Certificate of insurance on request.
The person who accesses your network is the owner, Alden Stenberg, who has passed a background check, and your signed agreement binds Bay Geeks to confidentiality.
A written policy governs access, retention and secure end-of-life drive destruction, critical during and after tax season.
See our compliance approach →Accounting and bookkeeping firms sit on exactly the kind of data (Social Security numbers, bank details, full financial histories) that makes them an attractive ransomware and phishing target, a pattern seen across the industry nationally. We apply the same compliance-minded security, monitored backup and endpoint protection to accounting firms that we use for law firms and medical practices: encrypted backup, managed antivirus, and a network that's been proactively checked over rather than left to chance. For firms that handle client money as well as client data, the Advanced plan's SOC watches for the pattern behind most tax-season fraud: a compromised mailbox used to redirect a payment, flagged by identity monitoring before the wire goes out.
The FTC Safeguards Rule (16 CFR Part 314) doesn't just apply to banks: any firm that prepares taxes or handles consumer financial data is treated as a financial institution under GLBA, and the IRS separately requires a Written Information Security Plan for anyone who e-files returns. That means specific, documented requirements — a designated security coordinator, a risk assessment, encryption for financial data at rest and in transit, and an incident response plan, not just general good practices. We can't write your WISP for you, that's a compliance document, but we can make sure the technical controls it requires are actually in place. See our WISP guide for what the rule actually requires →
We also understand that a slow computer or a printer that won't cooperate matters a lot more in the first two weeks of April than in July. Our maintenance plans are built to catch problems before they become downtime, and our remote support means most issues get fixed the same day, without waiting on a truck roll during your busiest season.
Straightforward & Upfront
$175/ hour
1-hour minimum on-site. A technician comes to your office in our service area.
$175/ hour
Billed in 15-minute increments, so quick fixes cost less than a full hour.
From $300flat rate
For specific hardware issues we can quote a flat rate up front, with no surprises.
Managed plans, published: Automated $75 and Premium $125 per computer per month, Advanced $150 per device per month (adds 24/7 Bay Geeks SOC), 12-month initial term. Every plan includes Bay Geeks EDR, unlimited cloud backup and tested patching. Compare plans →
Fix-It Guarantee: if we can't fix it, you don't pay for our time, and every repair carries a 30-day warranty on labor: if the same problem comes back within 30 days, we fix it free.
Common Questions
Plans are priced per computer per month, and the prices are published: Automated $75 (monitoring, tested patching, Bay Geeks EDR and unlimited cloud backup), Premium $125 (adds a live technician on demand and the help desk) and Advanced $150 per device (adds 24/7 Bay Geeks SOC monitoring). All plans have a 12-month initial term. Work outside a plan is $175 an hour: on-site with a 1-hour minimum, remote in 15-minute increments.
Plans start at $75 per computer per month, and the price covers the protection and the recovery, not just monitoring. Automated includes Bay Geeks EDR (AI-driven ransomware rollback and next-gen antivirus), unlimited cloud backup, tested security patches and third-party software updates, system lockdown, hard-drive monitoring with pre-failure alerts, vulnerability scans, and executive and detailed reports. Premium at $125 adds remote support from a live technician, the help desk with ticket tracking, quarterly network and server review calls, and device management for one phone or tablet. Advanced at $150 per device adds 24/7 Bay Geeks SOC monitoring with guided incident response, identity threat monitoring across Microsoft 365, dark web account monitoring and the $100K Adlumin Advanced Warranty (terms apply). When you compare quotes, ask whether backup and endpoint protection are in the per-device price or billed on top.
Yes, on the technical side. We can implement and document the access controls, encryption, monitoring and backup a Written Information Security Plan requires. Writing the WISP itself, the risk assessment and incident response plan, is a compliance document your firm typically puts together with a CPA or compliance consultant.
That's exactly what managed clients are set up for: proactive monitoring and patching year-round so problems get caught before April, and priority response, a 2-hour target during business hours on Premium and Advanced, when something breaks during filing season.
Encrypted backup, managed endpoint protection (Bay Geeks EDR), and access controls so client financial data isn't sitting exposed on an unmonitored network. We map the setup toward GLBA and FTC Safeguards Rule expectations rather than treating it as an afterthought.
Priority call, not a queue ticket. Premium and Advanced clients get a 2-hour response target during business hours, and during tax season that's exactly when it matters most.
Bay Geeks EDR isolates and contains a ransomware event before it spreads, and Bay Geeks SOC on our Advanced plan adds 24/7 monitoring on top of that. If client financial data is involved, breach notification obligations under state law and GLBA are separate from the technical cleanup, so we'd work the incident alongside whoever handles that side.
Bay Geeks SOC keeps 90 days of searchable logs from endpoints, Microsoft 365 or Google Workspace, and network gear on the Advanced plan, which covers what most cyber-insurance forms and Safeguards Rule reviews ask for. PCI DSS expects a year of log history. For broker-dealers, SEC Rule 17a-4 and FINRA Rule 4511 keep most records for three or six years depending on the type, and your compliance officer identifies which logs are those records. If you take card payments or hold a FINRA registration we quote the one-year retention add-on up front, and say plainly when a record needs longer than that add-on covers, rather than letting you find the gap during an audit.
Yes. Bay Geeks has been in business since 2004 and works from its own office at 1655 20th Ave S., St. Petersburg, FL 33712 (map and directions). We support accounting and bookkeeping firms across Pinellas and Hillsborough on-site, remotely and with pickup & return, and same-day appointments are usually available. Call 727-579-4335.
Start With Evidence
Our Business Risk Assessment inspects your accounts, email, computers, backups, office network and what the internet can see, then ranks every finding in plain English and prices the fixes. For a tax or accounting practice, it is strong input to the risk assessment the FTC Safeguards Rule requires and to your WISP. It is not a certification.
$495 flat for up to 10 computers, credited toward a maintenance plan if you start one within 30 days of the walkthrough.
When Clients Ask AI
People now ask ChatGPT and other AI assistants questions like “Which CPA in Tampa Bay is good with small business taxes?” The answer names a few firms. Our free AI Answer Snapshot asks the assistants the questions your clients ask, then shows you which firms they named, whether yours was one of them, and the sources they cited.
Free, with no obligation. If there’s a gap, Search & AI Visibility Care tracks those answers every week and works on the sources behind them every month.
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