Who it's for
Advisors whose small-business clients run on technology but don't have an IT department. If your clients ask you "who do you use for IT?", this is for you.
CPAs and accounting firms
Clients who ask who to trust with their systems, and tax preparers who need a written information security plan.
Insurance brokers and agents
Commercial lines, cyber cover above all: clients who can't answer the security questions on their application or renewal.
Business attorneys
Business, employment and estate-planning firms whose clients hold confidential data and need a security program they can point to.
Bookkeepers
You often see the payment fraud, the shared passwords and the one laptop that holds everything before anyone else does.
HR and benefits consultants
Clients holding employee records, onboarding and offboarding staff, and setting up accounts and devices for new hires.
Other trusted advisors
Financial advisors, business coaches, bankers and anyone else a small-business owner calls first. Ask us.