NCACPA Case Study
NCACPA Enhances Cyber Security, Enterprise Technology Scalability Through Strategic Managed Services Partnership
INDUSTRY
Financial Services
HEADQUARTERS
Raleigh, North Carolina
COMPANY SIZE
11-50 employees
OVERVIEW
The North Carolina Association of Certified Public Accountants (NCACPA) is a professional organization that represents the interests of over 12,000 Certified Public Accountants (CPAs) in North Carolina. NCACPA’s mission is to enhance the accounting profession and the community it serves through advocacy, connections, education, and resources.
OUR SOLUTION
QuantumTM Spark
Endpoint 12,000 Certified Public Accountants (CPAs) in
Harmony
Endpoint
Infinity Global Services
Partnering with Check Point Infinity Global Services has enabled us to refocus our internal resources on serving our members, while trusting that our IT operations are in the hands of experts. The transition went smoothly, and we’ve seen significant improvements in system reliability, security, and support responsiveness.
Mark Soticheck, Chief Executive Officer at NCACPA
CHALLENGE
To modernize its infrastructure, enhance member engagement and professional education, and strengthen its position as a leader in technological innovation for accounting professionals, the North Carolina Association of Certified Public Accountants (NCACPA) has undertaken significant digital transformation efforts in recent years.
To achieve its goals, the NCACPA invested significantly in modernizing its business-technology infrastructure, developing innovative member engagement platforms, implementing strategic educational programming, and enhancing its cyber security defense and response capabilities.
However, as the organization’s reliance on digital technologies increased, NCACPA’s leadership recognized that the organization also required more scalable and resilient management of its technology stack. For instance, its existing on-premises environment had nearly reached its limits in reliability, scalability, and maintaining service continuity. “With our tight internal IT team, it grew increasingly difficult to keep pace with the demands of cyber security, cloud transformation, and maintaining regulatory compliance,” Mark Soticheck, Chief Executive Officer at NCACPA, explained.
The stress on internal teams led to delays in member-facing systems, such as the learning portal and event registration, at times, highlighting the need for more consistent user support. Additionally, data privacy regulations, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), have become more stringent, and the NCACPA has identified the need for more profound security expertise to manage risk and ensure proactive regulatory alignment. “For all of these reasons, we set out to find a services provider that would help us improve overall system reliability, security, and support,” Soticheck said.
SOLUTION
Rather than continuing to stretch internal resources, NCACPA selected Infinity Global Services to leverage its expert skill sets and specialized teams within Check Point’s Managed Security Services team to enhance its security and better manage cloud systems.
The relationship began with a comprehensive assessment and quickly grew into a full-service managed IT engagement. The goal? Alleviate its overburdened internal IT team with 24/7 fully managed services focused on long-term value, scalability, and security. These managed services included not only core IT operations but also comprehensive support for Check Point as well as third-party infrastructure, ensuring seamless management, monitoring, and optimization of external systems and platforms integrated into NCACPA’s technology environment.
NCACPA selected Managed Firewall Services for their Quantum Spark next-generation firewalls. This service covers 24/7 monitoring, policy management, tuning, patching, upgrades, incident handling, and expert support for both Check Point and third-party NGFWs. And for the organization’s endpoint security, they implemented Managed Services for Harmony Endpoint agents, enabling real-time monitoring, threat detection, response, policy management, and support for Check Point and third-party products.
Our Managed Network Devices service covered NCACPA’s third-party switches and wireless access points with around-the-clock monitoring, proactive configuration, troubleshooting, patching, and seamless integration - ensuring their networks remain resilient, secure, and efficient. Meanwhile, our Managed Workstation and Helpdesk service supported end-user devices through proactive monitoring, system optimization, security patching, and dedicated helpdesk support - keeping workstations secure, current, and performing reliably with minimal disruption.
For cloud management, NCACPA chose Managed Microsoft 365 and Azure Tenants, ensuring 24/7 expert management covering deployment, support, and security for Microsoft 365 and Azure environments— including Teams, OneDrive, SharePoint Online, Exchange, and Entra ID. “This offers us continuous monitoring, configuration, optimization, troubleshooting, and tailored guidance we need for security, streamlined operations, and to safeguard our cloud environment,” Soticheck said.
Finally, Managed Microsoft Server provides expert support for Windows and Linux servers, emphasizing 24/7 monitoring, patching, backups, and issue resolution to ensure uptime, performance, and security, allowing businesses to focus on their core operations.
OUTCOME
This set of managed services not only modernized NCACPA’s technology stack but also enhanced risk mitigation and service delivery—without significantly increasing operational costs.
By outsourcing its IT operations to Infinity Global Services, NCACPA transformed its technology infrastructure into a modern, secure, and scalable digital platform. The partnership enabled NCACPA to serve its members better, enhance internal operations, and focus on its core mission — supporting accountants across North Carolina. “Partnering with Check Point Infinity Global Services has enabled us to refocus our internal resources on serving our members, while trusting that our IT operations are in the hands of experts. The transition went smoothly, and we’ve seen significant improvements in system reliability, security, and support responsiveness,” Soticheck said.
“It ensures optimized performance and enhanced protection, visibility, and response capabilities for endpoints. Key features include optimized EDR and EPP performance, improved visibility, rapid investigations, and remediation automation,” said Soticheck. “Working with Check Point Infinity Global Services as our managed services partner has made an enormous difference. From keeping our systems running smoothly to handling day-to-day tech support, they’ve been reliable, responsive, and easy to work with. It’s great knowing our IT is in good hands,” Soticheck added.
Working with Check Point Infinity Global Services as our managed services partner has made an enormous difference. From keeping our systems running smoothly to handling day-to-day tech support, they’ve been reliable, responsive, and easy to work with. It’s great knowing our IT is in good hands.
Mark Soticheck, Chief Executive Officer at NCACPA
About Check Point Software Technologies Ltd.
Check Point Software Technologies Ltd. is a leading protector of digital trust, utilizing AI-powered cyber security solutions to safeguard over 100,000 organizations globally. Through its Infinity Platform and an open garden ecosystem, Check Point’s prevention-first approach delivers industry-leading security efficacy while reducing risk. Employing a hybrid mesh network architecture with SASE at its core, the Infinity Platform unifies the management of on-premises, cloud, and workspace environments to offer flexibility, simplicity and scale for enterprises and service providers.
About Infinity Global Services.
Check Point offers comprehensive managed security services through Infinity Global Services. These services, used by 5,000 enterprise customers, include threat research, MDR, risk assessment, proactive monitoring, professional services, and top-notch training. IGS’ suite of cyber security services provides end-to-end protection – from initial assessment and design to ongoing training and optimization to rapid response – ensuring the highest level of security. Backed by world-class experts and real-time threat intelligence, the extensive range of services helps safeguard organizations of all sizes.