Our Services

Cybersecurity

Protect your organization from evolving threats with proactive strategies, advanced tools, and risk-based security solutions tailored to your needs.

• Risk Assessments

  Identify vulnerabilities and evaluate security posture through comprehensive, NIST-based assessments designed to reduce risk and strengthen resilience. We conduct a variety of risk assessments, from broad Enterprise Risk Assessments that provide a holistic view of your organization’s risks, to targeted assessments such as Data Breach Risk Assessments focused on specific threats.

• Compliance & Regulatory

  Navigate complex regulatory landscapes with confidence. We help you meet industry standards and government requirements through tailored compliance programs, policy development, and control implementation — ensuring you stay audit-ready and aligned with evolving regulations such as FFIEC, CMMC, and other key frameworks.

• SOC 1 & 2

  Achieve and maintain SOC 1 and SOC 2 attestations with CPA-led readiness, testing, and reporting services that meet AICPA standards. We guide you from gap identification to final report issuance, helping you build trust with customers, partners, and stakeholders.

• Penetration Assessments

  Simulate real-world attacks to expose vulnerabilities before malicious actors can exploit them. We perform both external penetration assessments to test the security of your internet-facing systems and internal penetration assessments to identify risks within your network environment. Our approach blends manual testing with automated tools to deliver actionable remediation strategies that strengthen your defenses.

• Incident Response

  Respond rapidly and effectively when security incidents occur. Our team provides structured containment, investigation, and recovery support to minimize impact, restore operations, and strengthen your posture against future threats.

Technology

Leverage automation, AI, and modern systems to streamline workflows, enhance efficiency, and drive smarter, faster decision-making.

• Automation & AI

  Transform the way you work with intelligent automation and AI-driven solutions. From streamlining repetitive tasks to uncovering deeper business insights, we design and implement tools that free up your team to focus on high-value activities.

• Digital Experience Enablement (DXE)

  Enhance how customers and employees interact with your business. We create intuitive, tech-enabled experiences that improve engagement, streamline workflows, and support digital transformation goals.

• Outsourced IT Audit

  Gain the assurance of a full IT audit function without the overhead. Our outsourced services provide independent, expert evaluations of IT controls, cybersecurity posture, and compliance readiness.

• Data Management

  Organize, secure, and leverage your data for smarter decision-making. We help you establish robust governance, improve data quality, and implement systems that make your information a true business asset.

• SaaS Development

  Build and scale secure, user-friendly SaaS applications tailored to your needs. From concept to deployment, we deliver technology solutions that grow with your business.

• CRM Implementation

  As a certified HubSpot Partner, we help businesses unlock the full potential of HubSpot’s powerful CRM, marketing, sales, and service tools. From strategy and implementation to automation and optimization, we ensure your HubSpot platform is customized to streamline operations, enhance customer engagement, and drive measurable growth. Whether you’re launching HubSpot for the first time or looking to take your existing setup to the next level, we deliver the expertise and innovation to help you succeed.

  

   

Accounting

Gain clarity and confidence with accurate financial insights, CPA expertise, and technology-enabled processes that keep your business on track.

• Client Accounting Services (CAS)

  Comprehensive outsourced accounting solutions tailored to your business needs. From bookkeeping and financial reporting to payroll and expense management, we provide accurate, timely insights so you can make informed decisions with confidence.

• Tax

  Proactive tax planning and preparation services designed to optimize your financial position while ensuring full compliance with evolving regulations. We help minimize liabilities, maximize savings, and simplify your tax process.

• Quickbooks

  Expert QuickBooks setup, optimization, and training to ensure your accounting system works efficiently for your business. We streamline your workflows, customize reporting, and provide ongoing support so you can focus on growth.

Advisory

Navigate change and growth with strategic guidance that blends industry knowledge, financial expertise, and innovative technology solutions.

• CIO & CISO

  Fractional Chief Information Officer (CIO) and Chief Information Security Officer (CISO) services that bring executive-level technology and security leadership without the full-time cost. We align IT and security strategies to your business objectives.

• Business Model Consulting

  Strategic guidance to refine, pivot, or transform your business model for sustainable growth. We help identify new revenue opportunities, optimize operations, and position your company for long-term success.

• Entrepreneurial Mentorship

  Hands-on mentorship for business owners and founders, providing insight from years of experience in leadership, growth strategies, and overcoming operational challenges.

• Board Involvement

  Executive-level participation on boards and committees to provide governance oversight, risk management insight, and strategic direction that drives organizational performance. We also offer tailored board training programs to strengthen members’ understanding of their fiduciary duties, cybersecurity risks, compliance obligations, and strategic planning responsibilities.