Mengali Accountancy, founded in 2003, provides specialized financial services for real estate syndication and fund management clients who often manage large assets with small staff. As the firm went paperless, it required a strong Disaster Recovery and Business Continuity strategy to protect vital client data. By leveraging advanced technology and focusing its business model, Mengali not only safeguarded operations from downtime but also turned this capability into a unique advantage for clients. This tech-driven approach has supported the firm’s growth in its Healdsburg and San Francisco offices.

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