Palm Financial Solutions Private inquiry

Your U.S. technology, managed with care.

Discreet IT support, cybersecurity and cloud services for U.S. businesses, practices and families who want to build, scale or secure the systems they depend on.

One point of contact

A single team coordinating your helpdesk, security, cloud and vendors.

Plan before you act

Architecture, licensing and security decisions made before systems change.

Private by design

Personal service for a limited number of clients.

Find your path

Choose the description closest to you. We'll show what typically matters and where we'd start.

IT services

Managed, project-based or advisory, depending on what your team already has in place.

Managed IT support

Helpdesk, device management and user onboarding for U.S. teams, in person or remote.

Cybersecurity

Endpoint protection, email security, access controls and staff training, set up around your risk position.

Cloud and migration

Microsoft 365, Google Workspace and Azure or AWS environments, moved and run without disruption.

Network and infrastructure

Office networks, Wi-Fi, firewalls and servers, designed for uptime and tidy to operate.

Backup and recovery

Tested backups and recovery plans so an outage or incident does not stall the business.

Compliance and vendors

Support for HIPAA, PCI and SOC 2 readiness, plus licensing and vendor coordination, alongside your auditors and counsel.

Questions we hear first

We already have one IT person. Do we still need a provider?

Often a provider works best alongside them. We cover after-hours monitoring, security tooling, vacations and projects, so your in-house person can focus on your business.

What happens if we have a security incident?

We contain the problem first, then work through recovery and what to report and to whom. Having backups, access controls and a response plan in place beforehand is what keeps incidents small.

How long does a cloud migration take?

Anywhere from a few days for a small team to several months for complex environments. Mapping what you have and sequencing the move before anything changes is what avoids downtime.

Can you help with compliance requirements?

We help put the technical controls and documentation in place for frameworks such as HIPAA, PCI and SOC 2. Formal audits and legal interpretation stay with your auditor or counsel.

Private inquiry

Share a few details and we'll prepare for a useful first conversation. Nothing here is sent until you choose to send it.