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For CPA, tax and insurance officesYour clients trust you with their most sensitive data. I keep it protected, and provable.
Security and IT for small Phoenix financial offices. I focus on the rules you actually answer to: FTC Safeguards for tax and accounting firms, plus carrier and E&O requirements for insurance agencies.
Built for Phoenix financial offices that need a local IT partner, not a national help desk.
Your firm owns the written plan. I make sure the technical safeguards behind it are real.
Client data is protected, but the proof is scattered
Most small offices have pieces of security in place. The hard part is knowing what is missing before a client, carrier, or checklist asks.
Access is uneven
MFA is on for some accounts, but not every system that touches client files.
Backups are assumed
Files may be backing up, but nobody has tested a real restore lately.
Questionnaires feel unclear
A carrier or client asks about safeguards, and the answer takes digging.
Old access lingers
Past staff, shared inboxes, or vendor logins may still have a path in.
A written security plan only helps if the safeguards are real
I handle the technical side of WISP and FTC Safeguards Rule work for tax and accounting practices: MFA, encryption, access controls, tested backups, and documentation. Your firm owns the plan. I keep the safeguards real.
MFA and access control
The controls the FTC, the IRS, and your carriers expect, set up and enforced instead of switched on and forgotten.
Encryption and tested backups
Client files protected at rest and in transit, plus a backup you have restored from instead of one you hope works.
Vendor and attestation help
When a carrier or underwriter sends a security questionnaire, you have a clean, honest answer ready.
Incident response
A written plan for the bad day, plus a real local person to call when something goes wrong.
For insurance agencies
The driver usually is not a federal rule. It is your carriers and E&O underwriters. Same controls, positioned for what they ask you to attest to.
Clear notes instead of guesses
After the assessment, you know what is in place, what still needs work, and which proof you can hand to the right person.
Account and MFA notes
Who has access, where MFA is enforced, and which accounts still need cleanup.
Backup restore notes
What is backed up, when a restore was tested, and what gaps need attention.
Device and vendor notes
Computers, software, vendor access, and practical incident response steps.
Simple 4-step process
Discovery call first, then a closer look at the office before any project or managed plan.
Discovery call
We talk through the office, deadlines, client data, staff access, and what already feels fragile.
Free technology assessment
I check computers, email, backups, firewall basics, account access, and documentation gaps.
Plan and findings
You get the gaps, what I would fix first, and where project work or managed service fits.
Managed services
If ongoing support makes sense, I set up the plan and take over recurring IT work.
See where your office stands
We start with a call, then decide whether a free technology assessment makes sense. You get clear findings before any paid work begins.