Under attack right now?

Professional Services

Clients forgive a late report. Not a leak, and not a missed payroll.

Firms that hold client files, financials and payroll are a shortcut into hundreds of companies. We protect your firm, and help you add security to what you sell.

How we help

What we do for professional services firms

  • Protect what clients hand youClient files, financials, payroll data. We find who can reach them, inside and out, and lock down what matters most.
  • Stop payroll and payment fraudA fake direct-deposit change. A fake partner approving a wire. We test the process your people follow, before an attacker does.
  • Stop the hijacked threadAttackers slip into a real email thread and send your client new wire instructions. We find where that could happen, and close it.
  • Ready for busy seasonTax season, year-end and open enrollment bring fake W-2 requests and bank-detail changes. We rehearse them with your team before the rush.
  • Pass your clients’ due diligenceYour clients send security questionnaires. We help you answer them with proof, not promises.
  • The plan the FTC expectsIf you prepare tax returns, the FTC Safeguards Rule requires a written security program. We help you build one that’s real, not a template.
  • Add security to what you sellIncident response, testing, cyber due diligence on deals and senior security leadership for your clients, without building a practice. Alongside you, or under your name.

Why us

Why bring us in

  • Security and IT firms already bring us in for their clients’ hardest work.
  • Your client stays your client. We’re there to make you look good.
  • We guard your clients’ confidentiality like our own. We never publish client names.

Our word

  • If you don’t need us, we’ll tell you.
  • The senior people you meet do the work.
  • Your security team gets stronger, never smaller.

Professional Services

Who we work with here

We never publish client names. We share them directly, and only when the client says yes.

  • Global Consulting Firms
  • Global Accounting and Audit Firms
  • HR and Payroll Services

Often brought in for

Start here

The Leadership Second Opinion

No charge. No strings. It’s yours to keep, whether we work together or not.