Services

IT that fits the size of your firm.

Monthly support keeps the lights on and your data protected. Project work is where ConsultBlu really earns its keep: automating busywork, connecting systems, and leading the technology decisions your partners don’t have time for.

Projects

High-impact project services

Fixed-scope projects, quoted up front after a short discovery conversation.

Project

Workflow & process automation

We map the manual, copy-paste steps in your office (client intake, billing hand-offs, recurring reports) and automate them so your staff stop re-keying data.

  • Process mapping with the people who do the work
  • Automation built, tested and documented
  • Training and hand-off so your team owns it

From our founder’s experience: Automated fulfillment of digitally signed products for an engineering firm; replaced a daily manual transaction download with a real-time sales workflow.

Project

Systems integration (APIs, ERP, e-commerce)

Make your software talk to each other. We connect accounting, practice-management, CRM, e-commerce and web tools so data moves automatically instead of by hand.

  • REST/SOAP API and iPaaS integrations
  • ERP and e-commerce connections
  • Error alerts and a written runbook

From our founder’s experience: Integrated a Magento 2 e-commerce store with SYSPRO ERP; built middleware connecting web systems to a legacy retail platform.

Leadership

Fractional / interim IT director (vCIO)

Senior IT leadership a few hours a month, without the cost of a full-time hire: a technology roadmap, budget, vendor decisions and a seat at your partners’ meetings.

  • IT and vendor inventory, spend review
  • 12-month roadmap and budget
  • Executive-level guidance on technology and operations

From our founder’s experience: Served as interim IT director and IT director, owning strategy and execution for all IT with three direct reports.

Project

Microsoft 365 migrations

Move files and email off the old office server into Microsoft 365, set it up properly, tighten security, and train your team to use it.

  • File server to SharePoint / OneDrive, department by department
  • Exchange email, security and compliance settings
  • Additional email filtering against phishing
  • Staff training and how-to documentation

From our founder’s experience: Led a Microsoft 365 hybrid implementation and per-department SharePoint / OneDrive migration as IT director.

Ongoing or project

Vendor & MSP management

We hold your IT provider, software vendors and phone or internet carriers accountable for tickets, contracts and costs, so you don’t have to.

  • Ticket oversight and escalations
  • Contract and renewal review
  • Cost reduction on underused services

From our founder’s experience: Directed an MSP relationship spanning 44 business centers; cut one vendor’s monthly bill from $8,000 to $2,500.

Ongoing or project

Technology procurement

The right hardware and software for your size, at the right price, with every device and license tracked.

  • Needs assessment and vendor shortlists
  • Right-sized software selection (CRM, ERP and more)
  • Asset and license inventory
  • Microsoft 365 licensing available

From our founder’s experience: Procured a right-sized ERP for an engineering firm and a CRM to track customer-acquisition ROI.

Project

Reporting & dashboards

Pull the numbers you already have (billing, appointments, sales) into one dashboard, so month-end reports take minutes instead of days.

  • Data from the systems you already use
  • Power BI or similar dashboards
  • Automatic refresh, no more spreadsheets by hand

From our founder’s experience: Led a POS and data warehouse initiative with BI dashboards that cut reporting labor from weeks to minutes.

Project

Websites & online booking

A professional, fast website your own staff can update, with online booking or intake forms that feed the tools you already use.

  • Modern, mobile-friendly design
  • Easy self-service content updates
  • Online booking and intake forms
  • Custom web apps and portals

From our founder’s experience: Architected a content management system that let a marketing team update the website without a developer.

One-time project

Compliance Starter

A written security plan built for your industry, paired with a hands-on security checkup and a prioritized list of fixes. It gives your firm the documentation regulators and insurers ask for, and a clear plan for closing the gaps.

Medical offices

HIPAA security risk assessment + policies

A security risk assessment of how your practice stores and protects patient information, with written policies that help you meet HIPAA Security Rule requirements.

CPAs & tax preparers

WISP (Written Information Security Plan)

A written plan that helps you meet the FTC Safeguards Rule and IRS Publication 4557 requirements for protecting taxpayer data.

Compliance Starter helps you meet these requirements; it is not a certification, a legal opinion, or a guarantee of compliance. Your firm remains responsible for its own compliance program.

Every Compliance Starter includes

  • Your written plan: HIPAA risk assessment + policies, or a WISP
  • Security checkup: MFA, backups, endpoint protection and email security review
  • A prioritized fix list, in plain English
  • A walkthrough of the findings with your team
Starting at$1,200 one-time
Ask about Compliance Starter
Managed IT

Monthly support, security & backup

The day-to-day IT every office needs, on a flat monthly plan. Compare plans →

Helpdesk & user support

A real person to call when something breaks, plus training that helps your team get more out of the tools you already pay for.

  • Remote helpdesk by email and phone
  • Unlimited remote support (fair-use) on Professional and Complete
  • New user setup and offboarding
  • Microsoft 365 / Google Workspace user support

Managed security

Layered protection for the ways small offices actually get breached: compromised passwords, phishing email and unprotected computers.

  • Endpoint protection and EDR (Webroot on Essential, SentinelOne EDR on Professional and Complete)
  • Email filtering against phishing and spam
  • Multi-factor authentication (MFA) on every account
  • Dark-web monitoring for leaked staff credentials
  • Quarterly security & health check (Professional and Complete)

Backup & disaster recovery

If a laptop dies, a file is deleted or ransomware hits, you need your data back fast. We set up backups, watch them, and plan the recovery.

  • Microsoft 365 backup: email, OneDrive, SharePoint and Teams (Professional and Complete)
  • Backup monitoring with alerts when a job fails
  • Backup for workstations and servers
  • Disaster recovery plan and periodic restore tests
Add-on

Security Awareness Training + MFA Rollout

Your staff are your first line of defense. We turn on MFA everywhere and keep your team sharp with short, ongoing training.

  • MFA set up on every account
  • Ongoing phishing-awareness training
  • Simulated phishing tests with simple reporting
  • Starting at $5/user/mo; one-time MFA rollout quoted

Network, Wi-Fi & office moves

A secure, reliable office network, and a plan so an office move or new location doesn’t mean a day of downtime.

  • Network and Wi-Fi setup (including Cisco Meraki)
  • Onsite visits across Central Florida
  • Office relocation planning and cutover
One-time

Security Hygiene assessment

Not ready for a plan? Start with a one-time review of your accounts, devices, email security and backups.

  • Findings in plain English
  • Prioritized fix list
  • Starting at $850 one-time

Let’s talk about your office’s IT.

A free 30-minute call. Tell us what’s slowing your team down, and we’ll tell you plainly whether we can help and what it would cost.