vCISO & vCIO
vCISO & vCIO Services for Law Firms & Accounting Practices
Smart, seamless leadership for your tech and security—without the overhead.
Cyber threats. Outdated systems. New regulations. We help you handle it all—with flexible leadership tailored to your firm.

What’s a vCISO?
A Virtual Chief Information Security Officer is your outsourced security expert—someone who steps in to shape strategy, plug gaps, and keep your client data safe.
- We guide your security game plan
- Keep you compliant with legal and financial regulations
- Stay on top of threats before they turn into disasters
- Translate tech into plain English, so you always know where things stand
Your clients trust you with confidential data. We help you keep it that way.

What’s a vCIO?
A Virtual Chief Information Officer helps you plan, manage, and grow your technology the right way—from software to infrastructure.
- Align your IT with how your firm works
- Plan for upgrades and cloud moves without downtime headaches
- Help your staff use tech better, faster, smarter
- Provide guidance your internal team can count on
Your tech should drive your growth, not drag it down.
Why You Might Need This
You’re running a professional firm, not a tech company—but today’s client demands and compliance laws say otherwise. That’s where we come in.
You might need a vCISO or vCIO if:
- You store or send sensitive client financial or legal data
- You’re facing pressure to meet HIPAA, FTC, or DFS rules
- You’ve outgrown your IT guy or your systems are patchworked together
- You want one clear plan for security and tech—not guesswork

What We Bring to the Table
We don’t just check boxes. We build systems, habits, and strategies that work.

vCISO Services
- Cybersecurity Risk Reviews
- Help with meeting compliance (FTC Safeguards, HIPAA, DFS, etc.)
- Easy-to-follow security policies and protocols
- Team training so your staff doesn’t become the weakest link
- Response plans for “what if” scenarios
- Vendor contract and data-sharing reviews
- Reports you can actually understand—and act on

vCIO Services
- Strategic IT planning that fits your firm size and budget
- Cloud migration done smoothly
- Choosing the right software for how your firm works
- Process improvement to make your systems flow
- Working alongside your in-house IT or managing vendors
- Future-proofing your tech with a clear roadmap
How Often Do We Meet?
As often as needed to keep your systems secure—and your team confident.
- Quarterly for steady-state operations that need check-ins
- Monthly when compliance, audits, or growth are in play
- Bi-weekly or weekly during onboarding or high-risk phases
- Emergency calls anytime—no delays, no red tape
You’ll never wonder when we’re meeting next. You’ll always know what’s coming.
Who This Is For
We work best with firms where security and systems can’t afford to break.
- Law firms with privileged client information and confidentiality standards
- Accounting practices handling high-stakes tax and financial data
- Firms without in-house tech or security leads—but with big responsibilities
- Teams tired of band-aid solutions who want a real plan
If you’ve been feeling “not quite covered”—you probably aren’t. We’re here to change that.
Let’s Talk Strategy. One That Actually Works
You don’t need to do it all yourself. Let us help you build a security and IT foundation that holds.