// CYBERSECURITY FOR ACCOUNTING FIRMS

Your Clients' Financial Data
Is One of the Most Valuable Things
Attackers Can Steal.

You're trusted with bank accounts, tax returns, business financials, and Social Security numbers. That makes your firm a high-value target — and most small accounting practices have far less protection than the data they hold deserves.

The Reality for Financial Professionals
#2most targeted sector for business email compromise
$137Kaverage loss per BEC incident for small firms
60%of SMBs close within 6 months of a breach
91%of breaches start with a phishing email
What's at Risk

The Biggest Threats to Accounting Firms

Business Email Compromise (BEC)

Attackers impersonate you or your clients to redirect wire transfers and payments. Accounting firms are the #2 most targeted industry for BEC because you control money movement.

Tax Fraud & Identity Theft

Client SSNs, EINs, and financial records are used to file fraudulent returns. If your systems are breached, your clients pay the price — and so does your reputation.

Ransomware During Tax Season

Attackers time ransomware attacks for peak periods when firms can't afford downtime. Your busiest week becomes your most vulnerable.

Cloud & Portal Vulnerabilities

QuickBooks Online, client portals, and cloud storage accounts are frequently compromised through weak passwords and unprotected logins.

What We Do

Cybersecurity Services for Accounting Firms

Email Security & BEC Prevention

We configure email authentication, anti-spoofing, and phishing filters to stop business email compromise before it reaches your inbox or your clients'.

Multi-Factor Authentication Setup

MFA on every account that touches client data — QuickBooks, email, cloud storage, client portals. The single most effective protection against account takeover.

Endpoint & Device Security

Every workstation and laptop that accesses financial data gets hardened — antivirus, encryption, automatic updates, and access controls.

Backup & Ransomware Recovery

Encrypted, air-gapped backups of your client files and financial records — so a ransomware attack during tax season doesn't shut you down permanently.

Staff Phishing Training

Your team handles wire transfers, client requests, and sensitive data daily. We train them to recognize social engineering before they click the wrong link.

Ongoing Security Monitoring

Monthly vulnerability scans, written reports, and a certified expert available when something looks wrong — without the overhead of a full IT department.

How It Works

Three Steps to a Secured Firm

01
Book Your Free Checkup

30 minutes. We review your current setup, accounts, and email configuration — and tell you exactly where the gaps are.

02
Get Your Action Plan

A plain-English written report — what's at risk, what to fix first, and what it costs to address it.

03
We Protect It

We implement the fixes remotely and stay on as your ongoing security partner — so you stay focused on your clients.

No contracts  ·  No jargon  ·  No upselling  ·  7-day risk-free trial

Common Questions

Questions From Accounting Firms

Is my firm really a target? We're small.

Small firms are more targeted than large ones — not less. Attackers know small accounting practices hold high-value financial data and typically have weaker security than large firms. You're the easiest path to your clients' money and records.

What's business email compromise and why does it matter for us?

BEC is when attackers impersonate you, a client, or a vendor via email to redirect payments or gather sensitive information. Accounting and financial firms are the second most targeted sector because you regularly process wire transfers and handle sensitive financial instructions. The average loss per incident is over $130,000.

We use cloud software like QuickBooks Online. Isn't that already secure?

The platform is secure — but your access to it may not be. Weak passwords, no MFA, shared logins, and phishing attacks that steal your credentials are how attackers get into cloud accounts. The platform's security doesn't protect you from your own login being compromised.

What does it actually cost?

Plans start at $49/mo for solo practitioners and go up to $299/mo for full managed security with ongoing monitoring, vulnerability scans, and priority support. All plans include a 7-day risk-free trial and no long-term contracts.

Take the First Step

Your Clients Trust You With Their Finances.
Let's Make Sure That Trust Is Protected.

Find out exactly where your firm is exposed — free, no sales pitch, no obligation. Book a checkup or take the 8-minute risk assessment and get your score instantly.

BOOK FREE SECURITY CHECKUP GET MY FREE RISK SCORE (~8 MIN)

Starting at $49/mo  ·  No contracts  ·  Cancel anytime