What is changing
In your business this year, and what that will ask of your technology.
Managed IT · Planning and strategy
Planning and strategy, your virtual CIO: next year's technology, with a budget.
Someone thinking about next year's technology so you do not have to.
Part of Concierge IT for Business · Included in $125 per person
Already have an IT person? Keep them as the first call; we carry security, backups, nights and vacations. How we work with your IT person →
- $125
- per person, per month. Security in every plan.
- 15 min
- usual answer, from someone who knows your setup. Our night team takes anything urgent.
- Your choice
- A client for life, because it works. If it is not working for you, you can end it with 60 days' notice.
Pick a time to talkor call 863-594-1141
★★★★★ 5.0 on Google · SOC 2 Type II · Founded in Florida in 1995
Pick a time
Thirty minutes, no pitch.
With Pedro, Bill or Leah, who look after new clients. You leave with a plan, and you meet your own team before you decide.
Pedro, Bill and Leah
Pick a time to talk- ✓ Help in about 15 minutes, from people who know your setup.
- ✓ Keep your IT person. Your firm keeps the admin keys.
- ✓ Insurance renewal? We fill in the questionnaire with you; watching around the clock within 14 days.
- ✓ 10 people: $1,250 a month, plus $220 for Microsoft licenses: $1,470 a month.
Rather call? 863-594-1141 · The same number around the clock; our night team takes anything urgent.
“That was the last time I had to write an apology letter to my clients.”
Microsoft Solutions Partner SOC 2 Type II audited Founded in Florida in 1995
Virtual CIO consulting services and IT consulting services in Winter Haven, Orlando, Tampa, St. Petersburg, and Miami.
- 1Once a quarter, your Concierge Lead sits down with you.
- 2What is changing in your business this year, and what is coming up for renewal.
- 3What is getting old, what you are spending, and what to stop spending on.
- 4You leave with a plain plan and a budget you can defend.
Once a quarter
A short meeting, in plain words, that ends with a budget.
Every Concierge IT client has a Concierge Lead who knows the business, not just the systems. Once a quarter they sit down with you: what is changing in your business this year, what is coming up for renewal, what is getting old, what you are spending, and what you should stop spending. You leave with a plain plan and a budget you can defend.
Bring your IT person if you have one, your office manager, your controller, or anyone who signs for technology. The person across the table is the one who knows your business and looks after you day to day, not a salesperson, and sometimes the answer is that what you have is working fine and we would not spend the money. We say so, and it is written in the report.
The year in quarters
Four conversations a year, and nothing that comes due by surprise.
First quarterA sit-down with your Concierge Lead
Second quarterA sit-down, and the renewals raised early
Third quarterA sit-down, and the roadmap for next year
Fourth quarterA sit-down, and next year's budget
What is coming up for renewal
Software, equipment, internet, and your Microsoft agreement, tracked and raised before they come due.
What is getting old
What to replace this year and what can wait. No surprises in month nine.
What you are spending
And what you should stop spending. Sometimes the answer is that what you have is working fine, and we say so.
Every meeting asks the same four questions, and whenever something changes in your business, the meeting does not wait for the calendar. A project that comes out of the plan is quoted before the work starts, never after.
What you leave with.
- A plain report of where you stand. Where you are exposed, where you are already fine, and what we would do first. Written for an owner, not for an engineer.
- A roadmap and a budget. What to replace this year and what can wait. No surprises in month nine.
- Renewals handled. Software, equipment, internet, and your Microsoft agreement, tracked and raised before they come due.
- Honest answers. Sometimes the answer is that what you have is working fine and we would not spend the money. We will say so.
Managed IT
Eight services, one team that knows your setup.
Managed IT services
The whole plan, $125 per person.
IT support
When something is wrong.
Co-managed IT
You lead. We carry the load.
Microsoft 365
Kept simple, even the licensing.
You are here
Planning and strategy
Next year's plan, with a budget.
Copilot, AI for work
Switched on, your data protected first.
Small business IT support
Stop being the IT person.
IT services company
One company for all of it.
All of it inside Concierge IT for Business, from $125 per person a month. Managed IT services · Pricing
Who you will know by name
The person across the table knows your business, not just the systems.
Chris Bridges and Javier Pereira, Concierge Leads, with Jonathan Jones and Chris Munoz. The whole company is behind them. Meet everyone →
We’ve worked with Protected Trust for years, and their team is always responsive, easy to reach, and quick to help. They’re knowledgeable, friendly, and make our lives easier. We value our longtime relationship and wouldn’t hesitate to recommend them!
How it works
Three steps, and the team is yours.
1
A 30-minute call
Tell us what is working and what is not. We will tell you honestly if we fit.
2
Your first month
Day one, you meet your team by name. The first planning conversation happens in the first month: what is changing this year, what is coming up for renewal, what is getting old. You leave with a plain plan.
3
Your team takes it from here
You reach out, and someone who knows you takes it on, usually within 15 minutes.
What it costs
Planning is part of Complete. No consulting fee, no hourly rate, no report you pay for.
One plan, $125 per person, per month, with two add-ons when your work calls for them.
Everyone starts here
Complete
$125per person, per month
Your team, security, devices, backup, planning and Microsoft 365 care. A quarterly sit-down with your Concierge Lead, and a budget you can defend.
When you must show proof
Security + Compliance
+$30per person, per month
For offices working to HIPAA, the FTC Safeguards Rule, CJIS or CMMC.
For the people who use it
Copilot, AI for work
+$30per person, per month
Microsoft Copilot set up safely, only for the people who need it.
A 10-person firm: $1,250 a month, setup $1,500. Microsoft licenses as their own lines. Agreements of 12, 24 or 36 months, and if it is not working for you, you can end one with sixty days' notice.
Not ready to talk yet?
Do you have the keys to your own IT? Or does someone else?
Most owners think they know, until the one person who does is out on a Friday.
Leah writes to you once, by name. Nobody adds you to a list.
Questions people ask
Plain answers.
Is IT planning an extra fee?
No. Planning and strategy are part of Complete, the Concierge IT plan. There is no hourly rate and no report you pay for. If a plan turns into a project, the project is quoted before the work starts.
How often do we meet about technology?
Once a quarter with your Concierge Lead, and whenever something changes in your business. The quarterly meeting is short, in plain words, and ends with a budget you can defend.
Will you tell us to spend money we do not need to spend?
No. Sometimes the answer is that what you have is working fine. Protected Trust says so, and it is written in the report.
Can we buy the planning on its own?
No. Planning comes with the plan, because the person across the table has to know your setup. From time to time we take on a specialized Microsoft 365 project on its own, such as Teams or Intune, quoted before the work starts.
Who sits in the planning meeting?
The same person who knows your business and looks after you day to day, not a salesperson. Bring your IT person if you have one, your office manager, your controller, or anyone who signs for technology.
What does a virtual CIO do here?
The same person who knows your business sits down with you once a quarter: what is changing this year, what is coming up for renewal, what is getting old, and what to stop spending on. You leave with a plain plan and a budget you can defend. That is the whole of the IT consulting services, and it is in the plan.
What do IT consulting services cost?
Nothing beyond the plan. Concierge IT for Business is $125 per person, per month, and the planning is part of it. A project that comes out of a plan is quoted before the work starts.
Thirty minutes with a real person.
Tell us what is changing in your business this year. We will tell you honestly what we would do first.
Pick a time Or call 863-594-1141
Opens our booking calendar in a window.