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The Full-Scale Solution

Developed to Fill The Role of
a Chief Security Officer Within your CPA Firm

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CSO:

Develops and Manages the Implementation of a Firm's Cybersecurity Program

Full, Multifaceted Security Strategy & Governance

Protecting your Sensitive Data & Capabilities

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You Handle Business

We'll Handle Your Cybersecurity.

Our team of experts provides comprehensive risk management, monitoring, and training services to protect your business from cyber threats.

Safeguarding your digital information through dynamic security measures

Data Security

  • Cyber Stack Implementation
  • Threat Modeling
  • Risk Management
  • System Penetration Testing
  • Security Architecture

Compliance

Meeting legal and regulatory technical requirements for data security

  • Technical Regulation & Compliance Fulfillment
  • Policy Implementation & Review
  • PCI Assessments
FTC Safeguards Rule
June 2023 - Deadline to Comply

Accountability

Helping create a framework for the proper handling and protection of data

  • Incident Response + Disaster Recovery Planning
  • Risks Discussed at Leadership Level
  • Review of Technical, Admin & Physical Controls
  • Vendor Security Audits
  • Formal C-Level Audit Representation
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FTC Safeguards Rule:

Comply By June 2023

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Consistent Deliverables

Weekly

vCSO 7 day deliverable
  • IT Status Meeting:
Attend IT status meeting to provide updates on projects, answer tactical security questions, and get decisions from leadership as needed; review any current security vulnerabilities and discuss how the organization may or may not be impacted.
  • IT Security Training:
  • Employee Security Training
Weekly video training modules to keep the entire organization vigilant and educated on the current cyber threats. A company leaderboard and credit score-based rankings heighten the competitive spirt.

Consistent Results.

Our vCSO solution ensures consistent and reliable deliverables, delivering the results your firm needs to stay protected.

Monthly

vCSO 1 Month deliverable
  • IT Performance Analysis:
                                                                     Audit monthly IT activities, document findings and initiate/request/validate any necessary changes
  • IT/IS Security Meeting:
                                                               Meeting to review issue progress, vulnerability test results, security project status, plan for upcoming events, and review/edit deliverables as needed
  • Simulated Phishing Exercises:
                                                                                  Deploy simulated fishing exercises and analyze results for frequent clickers or other signs and/or anomalies.
  • Backup/Continuity Review:
                                                                            Review backup of all endpoint machines and servers to ensure that they are occurring on a timely basis and are within backup service legal agreement

Quarterly

vCSO 3 Month deliverable
  • User Privilege Review:
                                                              Review the list of line of business, M365 and domain users to ensure no unneeded users; verify tickets were created for user termination requests as well as any human resources changes
  • Leadership Meeting:
                                                          Meet with the executive team to provide updates on current trends in IT security, the latest vulnerability analysis, and status of IT projects
  • Disaster Recovery Testing:
                                                                          Provide ongoing security analysis of network, provide & review report findings with leadership and assist in necessary remediation projects

Bi-Annually

vCSO 6 Month deliverable
  • Board Update Meeting:
Prepare and present updates for bi-annual cybersecurity risk board update

Annually

vCSO 1 Year deliverable
  • Chain-of-Custody Protocols:
                                                                             Establish and maintain protocols for tracking of digital assets, ensuring secure handling and protection against unauthorized access
  • Penetration Testing:
                                                         Schedule, coordinate, and oversee third-party penetration testing; coordinate and remediate any findings from the testing
  • Policy Implem. & Review:
                                                                      Implement, review, and update procedures
  • Vendor Security Audit:
                                                               Conduct security review of vendors; initiate/oversee vendor security changes as needed
  • Risk Assessment:
                                                  Review the different types of risk facing the business units; prioritize security and compliance investments and initiatives based on risk findings
  • PCI Self-Assessment:
                                                            Complete and save to file the annual self-assessment questionaries for compliance purposes
  • Tabletop Exercise:
                                                    Perform annual table-top exercise of the disaster recovery plan/incident response plan with applicable IT vendors and company personnel
  • Inventory Data Assets:
                                                               Review the list of assets/vendors with the executive team on an annual basis, generally as part of quarterly IT executive meetings; review the list of Key Vendors in the IT security portal to ensure it is up to date

As-Needed

vCSO As-Needed deliverable
  • Site Visits:
                               Conduct in-person visits to the organization's sites to review on-site security practices and initiate necessary changes
  • Threat Intelligence Emails:
                                                                           Provide threat intelligence emails to the organization as relevant
  • Security Deliverables:
                                                             Provide other security deliverables and best practices as needed
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Talent Acquisition, Training, Retention Efforts

Bypassed.

Our vCSO solution saves you time and money by eliminating the need for talent acquisition, training, and retention efforts.

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1-2 MONTHS

AVG TIME TO GAIN EXECUTIVE APPROVALS

6-12 MONTHS

AVG TIME TO ONBOARD

TBD

DURATION OF AGREEMENT

Traditional CSO

6-7 MONTHS

AVG TIME TO RECRUIT & HIRE

1

6-12 MONTHS

AVG TIME TO ONBOARD

18-26 MONTHS

AVG EMPLOYMENT TENURE

2

$260,356

2022 MEDIAN SALARY

3

vs

Let's Get To Work

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1

High-Level Consultation

We start with a high-level executive consultation to discuss your cybersecurity needs and develop a tailored plan

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2

Level-1 Risk Assessment

Our comprehensive assessment identifies vulnerabilities and helps us develop a customized cybersecurity plan

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3

vCSO Proposal
& MSA

Our digital proposal outlines our vCSO Program in detail and our MSA ensures a transparent and efficient partnership

vCSO Let's Get Started
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Schedule Your High-Level Executive Consultation

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