Managed IT Services for Financial Services Company
Featured Review- IT Managed Services
- Confidential
- Feb. 2024 - Ongoing
- Quality
- 5.0
- Schedule
- 5.0
- Cost
- 5.0
- Willing to Refer
- 5.0
"What stands out is that their team knows our employees by name and understands our organization."
- Financial services
- Cincinnati, Ohio
- 11-50 Employees
- Online Review
- Verified
My Tampa IT provides managed IT services for a financial services company. The team has implemented and manages platforms and systems across the client's cloud, endpoint devices, and network infrastructure.
My Tampa IT's work has helped the client maintain a significantly stronger cybersecurity posture. The team has scaled the client's threat detection and response capabilities substantially. Moreover, My Tampa IT has demonstrated strong project management and responsiveness throughout the engagement.
BACKGROUND
Introduce your business and what you do there.
I'm the director of operations for LedgerLogix LLC, a financial services company. We provide strategic financial guidance, bookkeeping, controllership, CFO services, business valuation, and transaction advisory to Main Street and Middle Market businesses, helping owners optimize performance and navigate key business transitions.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with My Tampa IT?
We engaged My Tampa IT with a clear objective: to strengthen the company's overall security posture and provide ongoing education to our staff, particularly around phishing and other cybersecurity risks. A key priority was shifting from a reactive support model to a more proactive approach — implementing safeguards, monitoring potential threats, and ensuring our systems and data are well-protected.In addition, we expected consistent and practical training for our team to help them recognize and respond to phishing attempts and other vulnerabilities. Overall, the role of IT within our organization is not just to resolve technical issues but to actively reduce risk, improve awareness, and support a secure and well-managed operating environment.
SOLUTION
What was the scope of their involvement?
My Tampa IT has been engaged to deliver a comprehensive security and IT management solution focused on strengthening our overall cybersecurity posture and supporting our team through proactive systems management and training. The scope of work includes the full onboarding of company devices, implementation of endpoint protection and monitoring tools, and establishment of ongoing managed services for up to 50 users.
Key deliverables include advanced threat protection through EDR/MDR/XDR and next-generation antivirus, email security and phishing protection, multi-factor authentication, encrypted backups and email archiving, and 24/7 security monitoring via a Security Operations Center. In addition, the engagement provides weekly security awareness training for staff, cybersecurity risk assessments, penetration testing, and centralized reporting.
The solution also covers network management, mobile device management, password security, and a helpdesk support system, along with virtual CIO consulting to guide long-term IT strategy.
My Tampa IT has implemented and managed a range of platforms and systems across our cloud environment, endpoint devices, and network infrastructure. This includes oversight of Microsoft 365/Google Workspace, identity and access management systems, and endpoint protection tools such as EDR and next-generation antivirus, supported by remote monitoring and management software.
They've also deployed and supported Egnyte as our file sharing and document management platform, implemented Keeper for secure password management, and established VPN access to enhance secure remote connectivity for our team. In addition, they manage backup and disaster recovery solutions, email security and phishing protection tools, and provide ongoing security awareness training.
Network infrastructure, including firewalls, switches, and wireless systems, is also managed alongside centralized monitoring, reporting, and helpdesk support, all contributing to a more secure and controlled operating environment.
What is the team composition?
We work with 2–5 teammates from My Tampa IT.
How did you come to work with My Tampa IT?
We found them through a BNI Group.
What is the status of this engagement?
We started working with them in February 2024, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
The engagement with My Tampa IT has produced measurable improvements across our security, training, and support operations. Our organization now maintains a significantly stronger cybersecurity posture, with key protections such as 24/7 monitoring, multi-factor authentication, and backup systems fully implemented.
Phishing risk has been reduced, with a reported 3.4% click rate and over 600 training assignments issued to staff, reinforcing ongoing awareness. Threat detection and response capabilities have scaled substantially, with hundreds of thousands of security events monitored and all identified phishing and malware threats successfully remediated.
In addition, system visibility and control have improved through centralized monitoring of applications and user activity. From an operational standpoint, IT support performance has remained strong, reflected in a 99% customer satisfaction score and high ticket resolution rates. Collectively, these outcomes demonstrate clear progress toward a more secure, proactive, and well-supported technology environment.
How did My Tampa IT perform from a project management standpoint?
My Tampa IT has demonstrated strong project management and responsiveness throughout our engagement. Deliverables have been consistently completed on time, and their team is highly communicative and accessible. One of the most notable strengths is their rapid response time — emails and support requests are typically acknowledged and addressed within minutes.
This level of responsiveness has contributed to efficient issue resolution and minimal disruption to our operations, reinforcing confidence in their ability to manage ongoing IT needs effectively.
What did you find most impressive about them?
One of the most impressive aspects of working with My Tampa IT is the level of personal connection and rapport their team builds with our staff. They are consistently friendly, approachable, and genuinely engaged in their interactions.
What stands out is that their team knows our employees by name and understands our organization without needing repeated context, which creates a seamless and highly personalized support experience. This familiarity not only makes communication more efficient but also fosters a strong sense of trust and partnership that sets them apart from a typical IT provider.
Are there any areas they could improve?
At this time, there are no significant areas where I would suggest improvement. My Tampa IT has consistently met expectations in terms of delivery, responsiveness, and overall support. Their proactive approach, strong communication, and reliable execution have made the engagement smooth and effective.
RATINGS
-
Quality
5.0Service & Deliverables
"The quality of service has been exceptional. Deliverables are thorough, well-executed, and aligned with our needs."
-
Schedule
5.0On time / deadlines
"They are extremely reliable when it comes to timelines. Projects and requests are completed on time, and their response time is impressive."
-
Cost
5.0Value / within estimates
"The value provided is excellent. Given the level of support, security, and responsiveness we receive, the investment is well justified."
-
Willing to Refer
5.0NPS
"I would highly recommend My Tampa IT. Their team is not only highly skilled but also personable and easy to work with—they act as a trusted partner.
