Information Technology Consulting

Technology plays a critical role in nearly every area of business, from daily operations and financial reporting to data security and long-term planning. However, many organizations do not have the internal resources or specialized expertise needed to evaluate their systems, manage technology risks, and make informed IT decisions.

Packer Thomas provides IT consulting services that help businesses assess their technology environment, address vulnerabilities, improve operational efficiency, and align technology investments with organizational goals. Our professionals work with leadership and internal teams to develop practical strategies tailored to each organization’s needs.

Technology
Strategy

Align technology investments with business goals and develop a roadmap for long-term success.

Risk
Management

Identify technology, security, operational, and compliance risks to help protect your business, systems, critical data, and assets.

Systems &
Controls

Evaluate whether systems and internal controls operate effectively and support reliable business operations.

Business
Continuity

Prepare the organization to maintain and restore critical operations effectively during an unexpected disruption.

What Is IT Consulting?

IT consulting helps organizations evaluate how effectively their technology supports business operations, security, compliance, and growth. An IT consultant provides an independent perspective on existing systems, identifies risks or inefficiencies, and recommends improvements based on the organization’s objectives.

Rather than focusing only on individual hardware or software issues, IT consulting considers the broader technology environment, including infrastructure, cybersecurity, internal controls, policies, governance, business continuity, and long-term planning.

What IT Consulting Services Does Packer Thomas Provide?

Packer Thomas provides a range of IT consulting services designed to help organizations improve technology performance, strengthen controls, and make informed decisions.

Strategic Technology Planning

A clear technology strategy helps ensure that IT investments support the organization’s operational and financial objectives. We help businesses evaluate current technology capabilities, establish priorities, plan future investments, and develop a practical roadmap for improvement.

Strategic technology planning may address system upgrades, software selection, infrastructure needs, cybersecurity priorities, digital transformation initiatives, staffing requirements, and the technology resources needed to support future growth.

Technology Assessments

A technology assessment provides an objective review of an organization’s current IT environment. We evaluate how existing systems, processes, and resources support the business and identify areas where outdated technology, inefficiencies, control weaknesses, or security concerns may create risk.

The assessment can help leadership understand current capabilities, prioritize improvements, and develop a practical technology roadmap.

Cloud Strategy and Infrastructure

Many organizations rely on cloud technologies to improve scalability, collaboration, and business continuity. Packer Thomas helps organizations evaluate cloud environments, assess security and operational risks, and determine whether their cloud strategy aligns with business objectives.

Whether you’re considering cloud migration, optimizing existing cloud resources, or evaluating hybrid environments, we provide practical guidance to help you improve performance, strengthen security, and support future growth.

Information Systems Audits

Information systems audits evaluate the controls surrounding an organization’s technology systems and data. These engagements may examine system access, data integrity, change management, backup procedures, security practices, and other controls that affect the reliability and protection of information.

Our professionals help organizations identify control gaps and develop recommendations to improve governance and reduce technology risk.

IT Governance and Risk Assessments

Effective IT governance establishes clear responsibility for technology decisions, oversight, and risk management. We help organizations evaluate whether their governance structure appropriately supports business priorities and provides sufficient accountability.

An IT risk assessment identifies threats and vulnerabilities that could affect systems, data, operations, regulatory compliance, or financial reporting. We then help leadership prioritize those risks based on their potential impact and develop practical steps to address them.

Operational and Security Policies

Written technology policies provide employees and management with clear expectations for the appropriate use, protection, and management of systems and information.

Packer Thomas can assist with the development or evaluation of policies addressing areas such as:

  • Acceptable technology use
  • Access controls and password management
  • Data privacy and protection
  • Remote access
  • Incident response
  • Software and hardware management
  • Backup and data retention
  • Vendor access and oversight

Policies should reflect how the organization actually operates while providing appropriate safeguards against security, operational, and compliance risks.

Business Continuity Planning

Technology disruptions can affect an organization’s ability to communicate, access data, serve customers, process transactions, and maintain critical operations. Business continuity planning helps businesses prepare for events such as cyber incidents, system failures, natural disasters, utility outages, or vendor disruptions.

We help organizations identify critical systems and processes, evaluate backup and recovery capabilities, assign responsibilities, and document procedures for maintaining or restoring operations.

IT Consulting Services at a Glance

Service Primary Focus How It Helps Your Organization
Strategic Technology Planning
Long-term technology priorities and investments
Aligns IT resources with business goals and future growth
Technology Assessments
Current systems, infrastructure, and processes
Identifies weaknesses, inefficiencies, and improvement opportunities
Cloud Strategy & Infrastructure
Cloud environments, migration, and optimization
Improves scalability, security, performance, and business continuity
Information Systems Audits
IT controls, access, data, and system processes
Evaluates whether controls adequately protect information and support reliable operations
IT Governance and Risk Assessments
Oversight, accountability, and technology risk
Helps leadership prioritize risks and strengthen decision-making
Operational and Security Policies
Documented technology requirements and procedures
Establishes consistent practices and employee responsibilities
Business Continuity Planning
System availability, recovery, and operational resilience
Helps the organization prepare for and respond to disruptions

Why Is IT Consulting Important for Businesses?

IT consulting gives business leaders access to specialized knowledge and an objective evaluation of their technology environment. This is especially valuable when an organization does not have a large internal IT department or when its existing team needs additional support for planning, risk management, audits, or complex projects.

Effective IT consulting can help an organization:

  • Identify technology and cybersecurity risks before they disrupt operations
  • Improve internal controls and protection of sensitive information
  • Prioritize technology spending based on business needs
  • Reduce inefficiencies caused by outdated or poorly integrated systems
  • Prepare for growth, regulatory requirements, and operational changes
  • Strengthen business continuity and disaster recovery capabilities
  • Provide leadership with clearer information for technology decisions

57%

of organizations cite security risks as one of the biggest challenges of managing IT in-house.

55%

turn to service providers to help reduce security risks.

45%

expect to outsource more IT than they insource.

How Can IT Consulting Improve Business Operations?

Technology should support business objectives, not create obstacles. Effective IT consulting helps organizations identify opportunities to improve efficiency, reduce risk, and make better use of existing technology investments.

By evaluating systems, processes, and controls, IT consultants can help organizations streamline operations, strengthen cybersecurity, improve decision-making, and better prepare for future growth. Independent guidance also helps leadership prioritize technology initiatives based on business value rather than reacting to individual issues as they arise.

Whether an organization is planning a major technology investment, evaluating existing systems, or addressing cybersecurity concerns, IT consulting provides the insight needed to make informed decisions with greater confidence.

Industries We Support

Every industry has unique technology challenges, regulatory requirements, and operational risks. Packer Thomas provides IT consulting services tailored to the specific needs of organizations across a variety of industries.

We regularly work with businesses in:

Our professionals understand the operational, financial, and compliance considerations that influence technology decisions within these industries and provide practical recommendations aligned with each organization’s goals.

Why Choose Packer Thomas for IT Consulting?

Technology decisions affect nearly every aspect of an organization, from operational efficiency and cybersecurity to financial reporting and regulatory compliance. Packer Thomas combines business insight with technology experience to help organizations evaluate risks, strengthen controls, and make informed technology decisions.

Our IT consulting professionals provide objective recommendations tailored to your organization’s needs rather than one-size-fits-all solutions. Whether you’re planning technology investments, evaluating internal controls, strengthening cybersecurity practices, or preparing for future growth, we work alongside your leadership team to develop practical, business-focused solutions.

Our IT consulting services also complement our Accounting Services, Client Accounting Services, and Tax Consulting offerings, allowing organizations to address technology, financial, and operational challenges through a coordinated advisory approach. Organizations pursuing compliance initiatives can also benefit from our SOC 1, SOC 2, and SOC 3 reporting services.

Clients choose Packer Thomas because we provide:

  • Independent, objective technology assessments
  • Practical recommendations aligned with business goals
  • Experience evaluating IT controls and operational risks
  • Collaborative support for leadership and internal teams
  • Technology guidance that considers both business and financial objectives

Our IT Consulting Team

Principal & Director of Information Technology Consulting

Areas of Expertise:

  • SOC Engagements
  • Acumatica – The Cloud ERP
  • Sage 300 & Sage CRM
  • Third Party Applications for Acumatica and Sage 300
  • Information Systems Security Reviews
  • System Evaluation and Implementation/Project Management
  • QuickBooks

Jeffrey R. Sheets, CPA

Business Development Manager - CAS

Areas of Expertise:

  • Accounting Software Implementations
  • Acumatica
  • QuickBooks Advanced ProAdvisor & Consultant
  • Bill.com
  • Gusto

Brandon Sklenar

Controller - Client Accounting Services

Areas of Expertise:

  • Controllership Duties
  • Outsourced Accounting Services
  • Financial Statement Preparation
  • System Implementation
  • QuickBooks Online
  • Acumatica

Kristin Stockman, CPA, MSA

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About Packer Thomas

Since 1923, Packer Thomas has provided trusted accounting, tax, audit, advisory, and consulting services to businesses throughout Ohio and Pennsylvania. Our multidisciplinary team combines financial expertise with practical business insight to help organizations solve complex challenges, strengthen operations, and achieve long-term success.

From IT consulting and cybersecurity advisory to tax planning, assurance, and client accounting services, Packer Thomas delivers personalized solutions backed by decades of experience and a commitment to building lasting client relationships.

With offices in Ohio and Pennsylvania, Packer Thomas proudly serves businesses and individuals with trusted tax planning, tax preparation, and consulting services.