Help for firms that hold client records.
For accounting, legal and advisory firms. We review how your systems are set up, write down what to fix first, and respond in a planned way when something goes wrong.
A review is quoted after a short call. Something already wrong? Report an incident, a job fee starting at $249, due upfront.
A written report you can file with your records.
The report says what we looked at, what we found, what we changed and who approved each change, and what we recommend next. It is written for your firm to keep. It is not a certificate, and it does not replace your own compliance advice.
- What happened
- A plain account, in order, of what was seen and when.
- What we changed
- Each change, with the time it was made.
- Who approved it
- The name and date of each approval, from you.
- What we recommend next
- The next steps, in order of importance, with the reasons.
If you want a standing relationship, we can write one.
Firms can take a yearly plan with the same responder throughout. It starts from $249 a year and is priced after we agree the scope. See managed security →