Your financial picture, protected like it's ours.

Bank statements, payroll, identification numbers, the whole picture of what you are worth. This page says exactly how it is protected. Questions, including the ones your IT people want answered, get real answers.

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IN PLAIN TERMS

Almost every loss in this industry starts with an email, not a firewall.

Somebody sends a document to the wrong address, or acts on a payment instruction that looked genuine. That is why the controls below start with how documents move and how payment changes are verified, rather than with the technology. The technology matters, and we have it — but the habits are what actually protect you.

The controls we run.

Eight controls, described clearly enough that you can check whether your current accountant has them.

Encryption in transit

Client data is encrypted on the wire, every time it moves. That is table stakes and we treat it as such, rather than as a feature.

How your documents move

Always through the portal. Documents travel through an encrypted client portal with access logging, so there is a record of who opened what and when. If you send something sensitive by email, we move it into the portal and ask you to delete the thread.

Multi-factor authentication

Required on every system that supports it, for every person here, with no opt-out for convenience.

Least-privilege access

People can reach the records their work requires and nothing else. Access is reviewed when roles change and revoked the day someone leaves.

Managed, monitored endpoints

Every device is centrally managed, patched on a schedule, encrypted, and monitored for compromise. No personal laptops holding client records.

Backups that are actually tested

Backed up continuously, held in more than one location, and restored on a test schedule — because an untested backup is a hope, not a control.

Phishing and wire-fraud discipline

The most common loss in this industry is a fraudulent payment instruction, not a hacked server. Bank detail changes are verified by voice against a known number, every time, including when the request looks like it came from us.

Vendor scrutiny

Every platform holding client data is assessed before adoption and reviewed after. Vendors earn access by answering questions about their own security.

WHY WE ARE UNUSUALLY GOOD AT THIS

Most accounting firms buy their security. Ours was built by an engineer.

This is the part of the firm that has nothing to do with accounting and everything to do with whether you should trust us. Over ten years of building IT systems, and a cybersecurity firm he co-founded and owns, serving businesses and defense contractors.

The result is a technology and security posture that stands comparison with firms many times our size. Ask a comparable practice who designed their controls, and compare the answer.

Over a decade of building the systems

Our owner is an engineer with over ten years building and running IT infrastructure. The security posture here was designed by someone who has had to defend a network, not bought from a checklist.

A sister company, and the same owner

Our owner co-founded and owns a cybersecurity firm serving defense contractors. Your tax records are held to the same standards.

Held to a higher standard than we need

Regulatory minimums for an accounting practice are modest. We work to the expectations of clients whose own obligations are far heavier, which means yours are met comfortably.

Reviewed, not set and forgotten

Controls are revisited on a schedule and after any change of platform. Security that was correct three years ago is not a security posture.

What we ask of you

Security is a shared arrangement. Four things from your side, none of them onerous.

Use the portal

Not email. It takes one extra click and removes the single largest source of exposure in this industry.

Turn on your second factor

On the portal, and on your bank and email.

Call us about payment changes

If you get an instruction to change where money goes — from anyone, including us — pick up the phone and check.

Tell us quickly if something looks wrong

A forwarded suspicious email at nine in the morning is a non-event. The same email acted on is not.

Ask us the awkward questions.

Where is the data, who can see it, and what happens if something goes wrong. You should be asking your current firm the same things.

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