Your clients trust you
with their most sensitive
financial lives.
Financial and accounting firms hold some of the most sensitive data that exists — and face some of the most sophisticated attackers. One breach doesn't just cost money. It ends practices.
How many people in your firm have the ability to initiate a wire transfer — and how many of them have been trained to recognize a request designed to manipulate them into doing it?
Where financial firms
face their biggest threats.
Business Email Compromise
BEC attacks targeting financial firms cost more per incident than any other sector. An email impersonating a senior partner or a trusted client requests a wire transfer to a new account. The human who approves it is the vulnerability.
Tax Return & Identity Fraud
Attackers targeting accounting firms aren't just after money — they're after the personal tax data that lets them commit identity theft at scale against your entire client base.
Client Data Exfiltration
Financial records, investment portfolios, estate plans, business financials. A compromised employee account gives an attacker access to everything your clients have trusted you with.
Ransomware During Tax Season
Attackers time ransomware deployments to maximum pressure periods — tax season, audit season, quarter-end. The timing maximizes the likelihood you'll pay quickly.
Client Impersonation
An attacker who has studied your client list calls your firm impersonating a client and requests account changes, transfers, or document access. Relationship-based trust is the attack vector.
Regulatory Breach Consequences
SOX, GLB, SEC, state financial privacy laws. A breach in a financial firm doesn't just trigger remediation costs — it triggers regulatory investigations, client notification requirements, and potential license implications.
The financial sector demands
zero tolerance for error.
Financial and accounting firms operate at the intersection of high-value data, regulatory obligation, and client relationship — making every security gap a potential career-ending event. We treat your security program with the same rigor you apply to your clients' finances.
Wire Transfer Protocol Training
NLP-enhanced training specifically designed around the social engineering techniques used in BEC attacks — building automatic verification habits for every wire transfer request, regardless of who it appears to come from.
Regulatory Alignment
Security programs aligned with GLB, SOX, and applicable state financial privacy regulations — not as a compliance exercise, but as a foundation for genuine client data protection.
Client Data Governance
We map how client financial data flows through your practice — intake, storage, sharing, disposal — and build controls that protect it at every stage of the engagement lifecycle.
Incident Response for High Stakes
In a financial firm, every minute of incident response matters. We build and rehearse your response plan — including client notification timelines, regulatory reporting requirements, and partner-level escalation procedures.
financial sector breach
involve the human element
#1 target for cybercrime
for financial breaches
Tools & strategies built
for your world.
Every service is designed around how your organization actually operates — and how attackers actually target people like yours.
Security Awareness Training
Financial industry-specific training — BEC scenarios, client impersonation drills, and wire transfer verification protocols built around how financial practices actually operate.
Financial Fraud Prevention
Operational controls and training designed specifically around wire fraud, BEC, and client impersonation attacks — the highest-cost threats to financial and accounting firms.
Regulatory Compliance + Security
GLB, SOX, SEC, and state financial privacy regulation aligned with an actual security program — not just documentation, but real operational controls that protect client data.
MDR & Threat Monitoring
24/7 monitoring calibrated for financial environments — detecting unusual access to client records, anomalous wire transfer patterns, and credential compromise before they become disclosures.
Risk Assessment
A practical risk assessment of your firm's data flows, access controls, and human vulnerabilities — delivered in plain language with a prioritized remediation plan.
Incident Response Planning
High-stakes response planning for financial firms — including partner notification protocols, client communication templates, regulatory disclosure timelines, and legal escalation procedures.
Your clients' financial lives
are in your hands.
Book a free 30-minute Cyber Readiness Call. We'll identify where your firm is most vulnerable to the attacks that end practices — and show you exactly how to close those gaps.
No jargon. No pressure. Or call: 1-855-NO-HACK-R