IT Assessments

Diamond IT’s structured IT Assessments give professional services firms a clear picture of their systems, security, and spend. You’ll know what’s working, what’s risky, and which improvements will protect revenue and unlock billable hours.

Years in Business

9.7/10

Client Satisfaction Rating

99.99%

Average Client Uptime

From IT headaches to smooth operations

IT shouldn’t feel like a mystery or a gamble. Our IT Assessments dig into your infrastructure, security, and key business applications, then translate findings into plain language. You’ll get a prioritized roadmap that reduces risk, removes bottlenecks, and aligns technology with your growth goals—so partners, advisors, and staff can focus on clients, not IT fires.

Get seamless onboarding with zero downtime migration

Precision Audit

We start by understanding your current technology, business goals, and pain points.

Strategic Roadmap

Our team develops a tailored IT roadmap focused on your specific business needs, not a one-size-fits-all package.

Fortify

We roll out secure, fully managed IT solutions with no disruption to your daily operations.

Transform

Our team watches your systems 24/7, spotting and fixing issues before they cause problems.

Boost your team with IT assessments

See your IT clearly, for the first time

Most firms live with “IT fog” – lots of tools, little clarity. We inventory your hardware, software, policies, and vendors, then connect them to the way your firm actually works. You’ll see where you’re exposed, overpaying, or held back by old decisions. No jargon, no finger-pointing—just a shared view leadership, operations, and internal IT can rally around.

Get your true IT baseline

Start with an assessment that shows exactly where you stand—before you spend another dollar on tech.

Shrink cyber risk without freezing the business

Ransomware, phishing, and compliance pressure are rising, but locking everything down can’t stop the work. Our IT Assessments review security controls, backups, access, and user behavior through a professional-services lens. We highlight practical steps that reduce risk fast, protect sensitive data, and support compliance, without grinding billable work to a halt.

Turn “we hope we’re secure” into “we know we are”

Use your assessment to target the few security moves that deliver the biggest risk reduction first.

Turn findings into a realistic, budget-ready roadmap

An assessment is only useful if it leads to action your firm can afford and execute. We translate technical findings into a phased plan with timelines, estimated budgets, and business impact for each step. Leadership sees the “why,” finance sees the numbers, and your IT team gets a clear sequence—not another wish list.

Align IT plans with firm strategy

Use your roadmap to budget with confidence and keep technology projects out of emergency mode.

Why professional service firms choose Diamond IT

Most IT companies sell you what they have in stock. We build technology solutions around what your business actually needs, not what’s easiest for us to deliver.

Competitors

20 years in business

Less experienced

97% CSAT score

85% or less

97% client retention rate

90% or less

Live Technical support

Non-technical call center

80% 1st call resolution

70% or less

Specialized

Generalists

Protect your firm’s data, maximize uptime, and eliminate IT headaches

See what our clients are saying

We support the software that powers your business

Your tech stack is more than laptops and Wi-Fi. During an IT Assessment we evaluate the practice management, billing, CRM, and document systems your teams live in every day. We look at performance, stability, integrations, and vendor support. Then we recommend practical improvements—whether that’s tuning what you have, consolidating tools, or planning smarter upgrades.

Let us know what you’re looking for and see if we’re a good fit

Industries we support

Professional services firms trust Diamond IT for projects that demand precision, uptime, and industry knowledge. We understand the workflows, compliance pressures, and software ecosystems your teams rely on. With every project, we help you reduce risk, boost performance, and keep your people focused on billable work—not IT problems.

Law firms

Assess matter management, document workflows, and security controls, ensuring attorneys can access case files anywhere while protecting privilege, deadlines, and client confidentiality.

Accounting firms

Review tax and audit systems, peak-season performance, and data retention, so busy seasons run smoothly and compliance, backups, and access control don’t become last-minute emergencies.

Financial advisor firms

Evaluate CRM, portfolio tools, and communication platforms against SEC/FINRA expectations, ensuring secure client data, reliable reporting, and resilient systems that support advisory relationships.

Architectural firms

Assess CAD/BIM performance, file storage, and collaboration tools to keep large design files moving quickly between teams, clients, and external partners without risking data loss.

Engineering firms

Review high-performance workloads, project data, and remote access for field teams so complex models, drawings, and reports stay secure, fast, and always available.

Insurance firms

Evaluate policy, claims, and CRM platforms, focusing on uptime, secure remote work, and integration gaps that slow agents and service teams helping policyholders.

Consulting firms

Assess proposal, delivery, and collaboration tools to remove friction in client projects, streamline knowledge sharing, and protect sensitive engagement data across distributed teams.

Medical services

Review EMR, imaging, and scheduling systems with a strong security and compliance lens, safeguarding PHI while keeping clinicians and front office staff productive.

Other professional services

From marketing agencies to specialty advisors, we align IT, security, and key apps with your client work, helping teams deliver faster with less downtime and risk.

Discover how seamless IT can transform your firm’s efficiency & security

Sleep well at night knowing that you have Diamond IT.

“At the end of the day when you leave here and you shut down your machine, you know that your client’s data is safe and it’s secured and you don’t have to worry…You don’t have those concerns anymore. That’s somebody else’s concern. You go home, you go to bed, sleep well at night knowing that you have Diamond IT taking care of you.”

Get expert IT support trusted by businesses like yours

“They never upsold us, which was really important. They never tried to get us to the the next latest and best. They looked, for solutions for us, not profits for them.”

Jim Karp

Charles, Blank & Karp, LLP

Meet the Diamond IT team

Behind every fast response and smart solution is a real person who understands your business. Our team combines technical know-how with industry experience to support your firm with care and clarity. We don’t hide behind tickets—we work alongside you.

Matt Mayo

CEO

Jon Fitrzyk

VP of Managed Services

Garret Ullal

Director of Platform Engineering & Strategic Automation

Cody Cooper

Strategic Services Manager

Serving clients nationwide

Wherever your offices and clients are, we can assess your IT environment with minimal disruption. Our team delivers remote and onsite IT Assessments across the country, coordinating around your busiest periods. We meet with leadership, operations, and IT stakeholders, then present findings and recommendations in clear, decision-ready formats—so your next move is obvious, no matter your time zone.

West Coast Branch

Service area: Bakersfield, Encino, Tulare, Los Angeles

Midwest & Eastern Branch

Service area: Indianapolis