Cybersecurity Advisory Services (CAS)
Initiate your defence plan with a comprehensive cybersecurity evaluation
Accounting firms handle some of the most sensitive financial data, yet most have gaps in their workflows that expose them to cyber threats. That’s where we come in.
Our Cybersecurity Advisory Services go beyond just identifying threats; we help accounting firms optimize workflows, strengthen security, and seamlessly integrate cybersecurity into their daily operations.
Cyber threats are evolving, and so should the way your firm operates. We help accounting firms turn cybersecurity from a liability into a competitive advantage.
Ready to integrate security into your business workflows?
How We Can Help
01
Risk Assessment and Risk Management
We perform a detailed evaluation of your firm's cybersecurity risks, thoroughly analyzing your systems, processes, and infrastructure to uncover vulnerabilities and potential security gaps. Based on our findings, we create a tailored risk management strategy with clear, actionable recommendations to enhance your defences and minimize threats effectively.
02
Security Framework Implementation
We help you adopt industry-leading security frameworks such as ISO 27001, the NIST Cybersecurity Framework (CSF), and CIS Controls to ensure compliance with regulatory requirements. Our experts provide step-by-step guidance throughout the implementation process, ensuring adherence to best practices and strengthening your overall security posture.
03
Security Policy Development
You can either purchase our policy packs or we can help you develop your own policies and procedures that align with your firm's objectives. Our team implemented hundreds of policies covering areas such as access control, data protection, incident response, security education and awareness and business continuity.
04
Security Assessment
We perform in-depth security assessments to measure the effectiveness of your security controls and protocols. Our specialists focus on evaluating Microsoft 365 environments, ensuring your cloud-based collaboration and productivity tools are both secure and compliant.
05
Security Awareness
Equip your employees to be your first line of defense against cyber threats. Our security awareness and training programs educate your staff on best practices, common attack methods, and how to identify and respond to potential threats. We also offer simulated attacks to assess their preparedness and strengthen their response capabilities.
06
Incident Response
We help you develop a comprehensive Incident Response Plan using our proven, battle-tested template to ensure a swift and effective response to cyber incidents. Our experts work with your team to establish clear procedures, define roles and responsibilities, and implement response mechanisms. With a well-structured plan in place, you can minimize the impact of a cyberattack and quickly restore normal operations.
How does our process work?
Cybersecurity isn’t just a tech issue - it’s a business survival issue.
Our Cyber Advise service helps you cut through the noise, define a strategy that actually works, and ensure your security program isn’t just a compliance checkbox, but a real, operational advantage.
Download our Cyber Advise roadmap service overview.
The Problems We Solve
Information Security Requires Expertise
Cyber risk assessments demand deep technical knowledge, yet most accounting firms lack dedicated cybersecurity expertise. We provide industry-specific guidance to help firms identify and mitigate cyber threats effectively
Hidden Risks Leave You Exposed
Without a structured approach, firms often miss critical vulnerabilities in their systems and workflows. We provide full visibility into your cyber risk, ensuring no blind spots put your clients or business at risk.
Compliance Without the Headache
From the FTC Safeguards Rule to data protection laws, compliance is a moving target. Failure to meet security standards leads to financial and reputational damage. We simplify compliance by embedding security best practices into your operations.
Cyber Threats Are Evolving
Hackers adapt quickly—firms that don’t assess their risks regularly fall behind. We keep you ahead of emerging threats, ensuring your cybersecurity strategy evolves with the risks.
Featured Client Engagements
Compliance Audit and Certification
When a mid-sized company firm faced increasing pressure to comply with industry regulations, they turned to us for a comprehensive compliance audit.
Our team:
✔️ Conducted a full security assessment to evaluate their adherence to regulatory standards
✔️ Identified gaps in data protection policies and access controls that put client information at risk
✔️ Implemented corrective measures to align their security framework with industry best practices
✔️ Supported them through final certification and reporting, ensuring their firm was fully compliant
Information Security Program Implementation
A fast-growing accounting firm was expanding its operations, but its security processes had not kept pace with its growth. Employees were handling sensitive client data without clear security guidelines, and the firm lacked a structured approach to cybersecurity.
Our solution:
✔️ Designed and implemented a comprehensive cybersecurity program, integrating security best practices into daily operations
✔️ Developed customized policies and procedures to ensure secure handling of financial data
✔️ Trained staff on cybersecurity awareness, including phishing prevention and secure data management
✔️ Implemented technical security measures such as endpoint protection, secure access controls, and network monitoring
Cybersecurity Gap Analysis and Roadmap
An established accounting firm sought a proactive approach to cybersecurity but wasn’t sure where its greatest vulnerabilities lay. They engaged us for a Cybersecurity Gap Analysis to gain a clear understanding of their security posture.
What we delivered:
✔️ Conducted a full risk assessment, analyzing technology, workflows, and data security practices
✔️ Identified high-risk areas, including outdated systems, insufficient access controls, and unprotected data storage
✔️ Benchmarked security practices against industry standards and regulatory requirements
✔️ Provided a prioritized cybersecurity roadmap, outlining strategic recommendations for improving security
Contact Us
Ready to Partner with Us?
Contact us today.
Working with ComplyWise has been a game-changer for us. Their Information Security Compliance Pack and virtual CSO services saved us an incredible amount of time and effort. We were able to get compliant much faster than if we had tried to do it out ourselves. Luke and the team walked us through every step of the way, making sure we didn’t miss anything important, and gave us the confidence that we’re both secure and compliant.
Martyn Bell - Managing Director
Next Dental
Cybersecurity was a blind spot for us until we brought in Luke and the team. Their consultation was insightful, direct, and results-driven. They identified risks we hadn’t considered and put measures in place that made an immediate impact.
Instead of just recommendations, they helped us implement real improvements by tightening policies and streamlining workflows.
Rob McBride - Partner
CyPro Ltd
As a small accounting practice, the security of our business is paramount for my clients’ trust and the business’s integrity. CompyWise delivered an affordable cybersecurity solution that didn’t compromise on quality. Their proactive measures and continuous support have been invaluable. I can now assure my clients that their information is safe and secure, thanks to Luke’s expert services.
Daniel Mosforth - Senior Accountant
Harry Brammall & Co
What Our Clients Are Saying