Consulting
SECURITY AND IT CONSULTING FOR SMALL AND NEW ACCOUNTING FIRMS
One-off help when you need an answer, not a package. $50 per hour, billed in half-hour increments. This is geared toward leading your firm into a secure and accessible IT environment to get your client's work done.
Please don't include client names or tax information. I use your details only to reply.
No payment to start. We talk first.
- $50 per hour (launch rate)
- Billed in 30-minute increments
- Phone, video or email
Rate
$50
per hour, billed in half-hour increments
Pay for the time you use
- $25 per half hour
- Phone, video or email
- We agree on scope and an estimate first
- Invoice before work starts
Launch rate.
Request an Intro CallIT help
IT Setup and Choices
- Going fully virtual: tools, accounts, devices, remote access
- Setting up a new solo practice: what to do first and what to skip
- Picking and configuring tax, storage, portal and email tools with security in mind
Security help
Information Security and Compliance
- Understanding what the IRS and FTC expect of a small firm
- Reviewing an existing plan or policy
- Questions on MFA, encryption, backups, vendors and staff access
- Preparing for a client or insurer security questionnaire
How it works
Three Steps
- Step 1
Intro call
Tell me what you need. We agree on scope and an estimate.
- Step 2
Agreement and invoice
I send a short agreement and an invoice before work starts.
- Step 3
Sessions
We work by phone, video or email, billed in half-hour increments.
What it is not
I advise and guide. I don’t log into your systems or manage your IT, and this isn’t legal advice.
Need a plan, not just answers?
The $500 risk assessment with a WISP included is usually the better value when what you need is a written plan.