Your Atlanta clients trust you with the numbers, so when their insurer demands proof of cyber controls or a board asks about AI risk, the question lands on your desk. You're not a security firm — but sending the client away to find one risks the relationship you built. Refer them to us and you keep your seat at the table.
A fixed-fee, point-in-time security and AI risk assessment for the clients of fractional CFOs and CPAs across metro Atlanta — senior advisory work, a plain-English report, and a referral relationship that protects your advisory role.
Cyber-insurance renewals now hinge on a controls questionnaire. Lenders and acquirers ask about data risk in diligence. Boards want to know what unmanaged AI use is doing to the company's exposure. For a growing Atlanta business, the person they ask is rarely an IT vendor — it's the fractional CFO or the CPA who already sits in the trusted-advisor seat.
You can't answer it credibly alone, and you shouldn't have to. Referring the client to a generalist MSP can feel like handing off control. A referral partner who delivers a clean, senior assessment and hands it back to you lets you answer the question, protect the client, and stay the advisor who solved the problem.
We map the client's current configuration to the controls cyber-insurers now require, so the renewal questionnaire gets evidence-backed answers — a checklist, never a coverage guarantee.
Where staff are pasting client and financial data into public AI tools — the new risk a board now asks about and most companies can't yet see.
A prioritized findings list and remediation roadmap in language a finance leader and a business owner can act on — no jargon, no dashboard to babysit.
We don't sell CFO, accounting, or advisory services and we don't displace you. We're the senior security bench you refer to — the relationship and the trust stay yours.
Every engagement is fixed-fee and scoped up front, so you can refer with confidence and the client knows the cost before they commit. No hourly creep, no open retainer.
The person who scopes the assessment is the person who does it. Your client meets senior judgment, not a junior reading a checklist — which reflects well on you.
We meet, agree on how referrals work, and align on how you stay informed and how you're introduced to the client.
You bring us in alongside you — not instead of you. The client sees their CFO solving the problem with a trusted senior partner.
A senior practitioner runs the point-in-time security and AI risk assessment against an agreed, fixed-fee scope.
We deliver a plain-English report and roadmap. You help the client weigh it against budget and priorities — right where a CFO belongs.
No. We don't offer CFO, accounting, or financial-advisory services and we don't displace you. We assess security and AI risk and hand the findings back — the trusted-advisor seat stays yours.
You can simply refer, or stay involved as the advisor who coordinates it. Engagements are fixed-fee and scoped up front, so the arrangement is transparent to you and your client. We're happy to discuss referral terms on the call.
No. This is a point-in-time gap assessment mapped to what insurers and regulators ask — readiness, not a certification, attestation, or legal compliance opinion. We're clear about that with your client.
No. We do not run a 24/7 SOC. Where a client needs continuous monitoring, it's delivered by a vetted MDR partner they contract; we scope the requirement and help orchestrate the relationship, but we don't operate it.
Book a 30-minute referral call. We'll walk through how referrals work, what the assessment covers, and how you stay the advisor who solved the problem — all fixed-fee and scoped up front.
Every assessment on this page is a point-in-time review of a defined scope as it existed during the engagement. Findings can be invalidated by changes made afterward. "Readiness" means a gap assessment mapped to what insurers and regulators ask — never a certification, attestation, legal opinion, or guarantee of coverage.
We are a lean, senior advisory firm. We do not run a 24/7 SOC and do not provide managed detection and response. Where a client needs continuous monitoring, it is delivered by a vetted MDR partner they contract; we scope the requirement and help orchestrate the relationship.
We make a client's team and tooling more defensible. We never claim to prevent breaches, detect every threat, or guarantee an outcome we can't control.