IT Security & Penetration Testing Services
Why we do it?
Secure What Matters Most.
Your clients trust you with their most sensitive financial information. A single breach can damage that trust, disrupt operations, and put you at risk of regulatory penalties.
What do we do?
Strengthen Staff Awareness & Firm Governance
We train CPAs and staff to spot phishing, ransomware, and wire fraud while helping partners establish clear security policies and audit trails. Regular governance reviews demonstrate accountability and protect client trust.
Reduce Risk & Ensure Regulatory Compliance
Our team simulates real-world cyberattacks to identify weaknesses and provides rapid response plans to keep your firm running during busy season. We also support compliance with IRS Publication 4557, SOC 2, HIPAA, and state privacy regulations.
Safeguard Client Records & Financial Systems
We secure tax software, audit files, and client portals with zero-trust controls, encryption, and regular penetration tests. Continuous monitoring protects sensitive financial data and helps maintain client confidence.
How we deliver our IT Security & Penetration Testing Services.
Discovery & Alignment
Evaluate your firm’s systems, risks, and compliance needs
Cybersecurity Strategy Development
Build a roadmap tailored to accounting operations
Secure Implementation & Penetration Testing
Simulate attacks, secure portals, and validate defenses
Continuous Monitoring & Threat Intelligence
Ongoing threat intelligence and real-time alerts
Workforce Enablement & Operational Training
Educate staff on phishing, ransomware, and client data handling
Compliance Audits & Continuous Optimization
Regular reviews to maintain certifications and trust
