CHEESMANS ACCOUNANTS

Cheesmans Accountants is a long-established firm based in London and Woking, renowned for providing exceptional service to small and medium-sized businesses across the United Kingdom and Ireland. They offer a range of services, including accounting, audit, tax, and business advisory services.

With a strong focus on building and maintaining close personal relationships with clients, Cheesmans required a modern, reliable IT system accessible from any location while ensuring the secure storage of client data.

Pro Drive IT engaged with Cheesmans Accountants to move their systems to a cloud-based environment to allow staff to have the same experience working from either of their office locations or remotely, whilst upgrading IT security to give peace of mind that client data is stored safely.

KEY SOLUTIONS

  • Microsoft 365
  • Azure Virtual Desktop
  • Microsoft SharePoint
  • Mimecast advanced email security

THE CHALLENGES

Cheesmans’ IT systems were fragmented. Their practice management system was on a cloud server, but other systems were running on outdated office-based servers. This fragmentation necessitated modernisation. However, Cheesmans felt they were not receiving the right advice about the upgrade path and were concerned about the adequacy of their cyber security measures.

The changes needed to be implemented within a tight timeframe to avoid disruption during the busy tax return season and year-end period. Additionally, there was a need to manage the impact on staff who were not accustomed to changes in IT system functionality.

THE APPROACH

After conducting a detailed network audit, Pro Drive IT identified opportunities for a more flexible and secure IT setup. They collaborated with the team at Cheesmans and their software providers to develop a plan for cloud-based access to all applications and alignment with best practice cyber security standards.

Working with Pro Drive was a smooth and collaborative experience. Their team was attentive to our needs and concerns, providing clear guidance and support throughout the transition to our new IT system.

Carol Cheesman, Partner, Cheesmans, Cheesmans

Where possible, cloud functionality from business application providers was utilised to ensure the best value for money. The CCH accounting suite was migrated to Microsoft Azure Virtual Desktop, ensuring seamless integration with other IT systems. Best-of-breed security solutions, including Mimecast Email Security, were deployed to secure confidential and sensitive client data.

THE RESULTS

Cheesmans now has an IT system that provides a consistent experience for staff, regardless of their location. Additionally, by removing on-premise server equipment, Cheesmans saved on the cost of replacing an end-of-life air conditioning unit used to cool the servers.

Pro Drive IT has transformed our IT infrastructure, providing a secure and flexible system that supports our business needs. We now have peace of mind knowing our client data is protected, and regular reviews ensure we stay ahead of cyber security threats.

Carol Cheesman, Partner, Cheesmans, Cheesmans

With a modern, secure, and flexible IT system, Cheesmans Accountants can focus on delivering exceptional service to their clients. Regular IT strategic planning meetings and alignment reviews by Pro Drive IT ensure that their systems remain up-to-date and in line with best practices, despite ever-changing cyber security threats.

Cloud based phone system

Cloud services & Azure Virtual Desktop

Hosting practice management in the cloud and providing access via virtual desktop.