CPA RISK ASSESSMENT
PROTECT YOUR FIRM AND YOUR CLIENTS
CPA RISK ASSESSMENT
PROTECT YOUR FIRM AND YOUR CLIENTS
The financial services industry is perhaps the most targeted because of the value of data it possesses.
WHY?
Because these organizations possess high-valued information such as bank account numbers, Social Security numbers, Employee Identification Numbers, and so much more that can be used in “phishing” expeditions, subsequent ransomware activities, and filing fraudulent returns, to name a few.
We understand your industry and how to secure sensitive information. A business shouldn’t trust their finances to a non-certified “advisor,” correct? Exactly!
This is why we feel you shouldn’t trust your firm to a non-certified “cybersecurity expert.”
Regardless of the size of your practice, you are a target. Most small and medium-sized businesses don’t believe they’re targets. In fact, they think it’s only a big business or government problem, but that’s not the case since two-thirds of all small and medium-sized businesses are attacked in a 12 month period.
HERE’S WHAT OUR CLIENTS ARE SAYING ABOUT OUR SERVICES:
“Elevated Technologies manages our server and network infrastructure. Disaster Recovery, Firewall/VPN access, and VM support and improvement projects have been successfully implemented with Elevated Technologies. We have counted on them to set up our backups locally and offsite so that we can rest assured that our data is safe. We have been notified of any issues on the network that have been quickly resolved, and we are currently working on upgrading systems to ensure our CCH products and other financial applications are up to date and secure. I really appreciate having a partner readily available to keep our network up and running.”
Henry Arellano – Melton & Melton
THIS ASSESSMENT INCLUDES:
- Policy and Procedure Review
- Security Technology Layer Review
- Awareness Training Review
- Cyber Privacy and Liability Insurance Review
- Upon completion of the audit, we can assist your firm in putting together a compressive cybersecurity program that will meet industry regulations and guidelines.
Federal rules and law The Safeguards Rule is enforced by the Federal Trade Commission and applies to all companies defined as financial institutions under the Gramm-Leach-Billey (GLB) Act. Businesses that prepare tax returns fall within this definition. Under the rule, businesses are required to develop a written information security plan that describes their program to protect customer information. According to the most recent NetDilligence Cyber report, Financial / Accounting firms’ breach claims averaged $47,000 in damages. Contact us to help protect your firm, your client’s information, and your firm’s reputation.
The financial services industry is perhaps the most targeted because of the value of data it possesses.
WHY?
Because these organizations possess high-valued information such as bank account numbers, Social Security numbers, Employee Identification Numbers, and so much more that can be used in “phishing” expeditions, subsequent ransomware activities, and filing fraudulent returns, to name a few.
We understand your industry and how to secure sensitive information. A business shouldn’t trust their finances to a non-certified “advisor,” correct? Exactly!
This is why we feel you shouldn’t trust your firm to a non-certified “cybersecurity expert.”
Regardless of the size of your practice, you are a target. Most small and medium-sized businesses don’t believe they’re targets. In fact, they think it’s only a big business or government problem, but that’s not the case since two-thirds of all small and medium-sized businesses are attacked in a 12 month period.
HERE’S WHAT OUR CLIENTS ARE SAYING ABOUT OUR SERVICES:
“Elevated Technologies manages our server and network infrastructure. Disaster Recovery, Firewall/VPN access, and VM support and improvement projects have been successfully implemented with Elevated Technologies. We have counted on them to set up our backups locally and offsite so that we can rest assured that our data is safe. We have been notified of any issues on the network that have been quickly resolved, and we are currently working on upgrading systems to ensure our CCH products and other financial applications are up to date and secure. I really appreciate having a partner readily available to keep our network up and running.”
Henry Arellano – Melton & Melton
THIS ASSESSMENT INCLUDES:
- Policy and Procedure Review
- Security Technology Layer Review
- Awareness Training Review
- Cyber Privacy and Liability Insurance Review
- Upon completion of the audit, we can assist your firm in putting together a compressive cybersecurity program that will meet industry regulations and guidelines.
Federal rules and law The Safeguards Rule is enforced by the Federal Trade Commission and applies to all companies defined as financial institutions under the Gramm-Leach-Billey (GLB) Act. Businesses that prepare tax returns fall within this definition. Under the rule, businesses are required to develop a written information security plan that describes their program to protect customer information. According to the most recent NetDilligence Cyber report, Financial / Accounting firms’ breach claims averaged $47,000 in damages. Contact us to help protect your firm, your client’s information, and your firm’s reputation.