GLBA and SOC 2 compliance for accounting firms, CPAs, and financial advisors.
Five-stage methodology refined over 500+ engagements. Every step designed for efficiency, transparency, and results.
Understand Your Reality
We start with deep discovery—not a sales pitch. Comprehensive assessment of your current security posture, compliance gaps, and business objectives. No assumptions, just evidence.
Architect Your Solution
Custom roadmap built for your specific needs—not a cookie-cutter template. We design security programs that fit your business, budget, and timeline. Zero vendor influence.
Build & Strengthen
Hands-on implementation of policies, controls, and technical safeguards. We do the heavy lifting—documentation, configuration, training—so your team can focus on business.
Test & Verify
Rigorous internal audits and penetration testing before external assessment. We find the gaps before auditors do. Mock audits, remediation, and continuous improvement.
Achieve & Maintain
Guided through certification with 100% first-time pass rate. Post-certification support ensures you stay compliant. Continuous monitoring, not annual panic.
Understand Your Reality
We start with deep discovery—not a sales pitch. Comprehensive assessment of your current security posture, compliance gaps, and business objectives. No assumptions, just evidence.
Architect Your Solution
Build & Strengthen
Test & Verify
Achieve & Maintain
Ready to start your compliance journey?
GLBA Safeguards Rule compliance for financial data protection
Client financial information security with bank-grade controls
Regulatory audit readiness for state and federal examiners
Professional liability protection with demonstrated security
Competitive advantage with security-conscious clients
Cyber insurance premium reductions
Schedule a consultation to discuss how this solution can help your organization achieve compliance.