Surya engineers the endpoint fleet and runs AI-first service operations for accounting, advisory, and financial services firms — where every hour of downtime is a billable hour lost, and every device holds client financial data.
/ Compliance Posture
Audit-Ready
GLBA · FTC SAFEGUARDS RULE · IRS PUB. 4557 · SOC 2
/ The Pattern
/ 01
Laptops across flagship offices, satellite offices, home offices, and client sites. No per-office IT team to lean on — and no willingness to pay for one.
/ 02
Tax season, audit season, deal season — headcount can double for ten weeks. Traditional joiner-mover-leaver breaks at surge; missed offboarding becomes a data-protection incident.
/ 03
GLBA, FTC Safeguards Rule, IRS Pub. 4557, and the SOC 2 expectations your own clients now impose during vendor reviews. Every device is in scope, and evidence has to be producible in a week.
/ 04
Partners and staff bill by the hour. Sitting in a phone queue for a password reset is not a service-desk problem — it's revenue leakage the firm accounts for every quarter.
/ How Surya Maps
Every device in a known, hardened, auditable state. Client-data protection is an engineering property of the fleet — not a policy binder your compliance team maintains by hand.
Answers in seconds during the busy-season crunch. Engineers reserved for the problems that actually need them — with defined escalation paths and measured monthly metrics.
HRIS-driven joiner-mover-leaver that handles seasonal onboarding and offboarding without tickets or spreadsheets. Access revoked the day an engagement ends, evidence logged automatically.
Platform, automation engineering, engineer escalations, and measured metrics — all in the monthly. No hourly change orders for routine work, no surprise SOWs after the busy season.
/ The Math
Professional-services firms run high revenue per employee — which means support labor and downtime are directly billable-hour losses. The "keep 40–65% of the money" math against a traditional MSP contract works in every vertical we serve. In accounting, advisory, and financial services, the second-order effect — hours put back on the clock — is often larger than the first-order MSP savings.
In a firm where hours are the product, an employee waiting on IT is client revenue evaporating. The second invoice comes out of your realization rate.
Run the auditable model →/ Proof Points
P / 01
Every device ships in a known, hardened, auditable state — full-disk encryption, screen-lock, endpoint logging, and identity binding applied before it leaves the floor. Client-data protection is an engineering property of the fleet, not a policy binder.
P / 02
Fleet controls and documentation align to the FTC Safeguards Rule, GLBA, and IRS Pub. 4557 — the exact evidence a professional-services firm has to produce for regulators and for its own clients' vendor reviews.
P / 03
Serialized chain of custody, joiner-mover-leaver logs, and configuration baselines exported as SOC 2 evidence. Your clients' vendor-security teams get answered in a week, not a quarter.
P / 04
AI-first service desk in Microsoft Teams — answers in seconds during the busy-season crunch, with defined engineer escalation paths for anything that needs a human. Partners and staff don't sit in a phone queue. A partner's dead laptop in March is a shipped, imaged replacement — not a support ticket aging while billable hours don't.
/ Reference
Trusted at 4,000-endpoint scale by a private equity-backed national accounting and advisory firm.
/ Case Study
A private equity-backed national accounting and advisory firm consolidated endpoint logistics and service operations onto a single Surya contract. HRIS-driven joiner-mover-leaver at busy-season scale, GLBA / Safeguards Rule-aligned fleet controls, and AI-first service desk in Microsoft Teams — one bill across every office and every remote employee.
/ Scenarios
Scenario / Busy Season — Seasonal Surge Staffing
Seasonal preparers, contract advisors, and interns all need role-correct devices on day one — and access revoked cleanly the day the engagement ends. HRIS-driven joiner-mover-leaver handles the surge without tickets or spreadsheets, and the AI-first service desk absorbs the season-crunch ticket volume so partners keep billing.
Scenario / Client Data — Client Data Protection
Under GLBA and the FTC Safeguards Rule, every laptop that touches client financial data is in scope. We take that scope off your risk register by engineering the device: encrypted at rest, bound to identity, monitored, and provably wiped to NIST 800-88 on return — with the chain of custody in the audit log.
Scenario / Distributed Fleet — Offices + Home Offices
Professional-services firms run distributed by default: partners in flagship offices, staff working hybrid, contractors on client sites for weeks at a time. We hold a hot-spare buffer, ship directly to the person, and recover devices the same way — so a broken laptop in a client's conference room doesn't become a lost billable day.
Scenario / One Bill — No Consulting Invoices
Traditional MSPs monetize entropy — every change, every new hire's edge case, every configuration tweak becomes an hourly consulting line item. The Full Replacement contract is one price: platform, automation engineering, engineer escalations, and measured monthly metrics are all included. No change orders for routine work.
/ Contact
Tell us about your fleet — number of devices, vertical, and HRIS — and our RTP team will be in touch within one business day.
Facility
Surya IT Logistics
Research Triangle Park, NC 27703
Verticals
Healthcare · Manufacturing