INDUSTRIES WE SERVE
Accounting professionals are trusted with some of their clients' most sensitive information. Summitgate helps small financial service businesses understand cybersecurity risks and strengthen their essential security controls.
Request a Security Health CheckOUR INITIAL FOCUS
Small accounting and tax businesses handle sensitive financial information, employee records, and confidential client documents.
Yet many smaller practices operate without a dedicated cybersecurity team or the resources of a large enterprise.
Summitgate's Small Business Cybersecurity Health Check is designed to provide a practical starting point for identifying foundational security gaps.
Our initial focus is on businesses with approximately 5–20 employees that want clearer visibility into their cybersecurity practices.
WHO WE HELP
Our assessment is designed around the everyday security challenges faced by small accounting and tax-related businesses.
Accounting firms manage financial records, business information, and sensitive client data. We help smaller practices identify gaps in their everyday security controls.
CPA firms depend on secure access to financial systems, client documents, and business applications. Our assessment provides a practical starting point for reviewing essential security safeguards.
Bookkeeping businesses often rely on cloud accounting platforms, shared files, and email. We help identify common security weaknesses that could expose business or client information.
Tax preparation businesses routinely handle highly sensitive personal and financial information. Our cybersecurity review helps identify weaknesses in foundational safeguards.
WHY SECURITY MATTERS
Accounting and tax professionals regularly handle confidential financial records, personal identifying information, and business-sensitive documents.
Weak passwords, missing multi-factor authentication, unsecured devices, and inadequate backup practices can increase the risk of unauthorized access, operational disruption, and data loss.
Understanding these weaknesses is an important first step toward improving an organization's security posture.
OUR ASSESSMENT APPROACH
Our $799 Cybersecurity Health Check reviews six foundational areas that influence a small business's cybersecurity readiness.
Review how employees and administrators access important business systems.
Examine MFA coverage for important accounts and supported applications.
Review foundational security settings in Microsoft 365 or Google Workspace.
Review basic security protections for business computers and devices.
Evaluate documented backup practices and recovery preparedness.
Review the presence of essential security policies and procedures.
A PRACTICAL STARTING POINT
Get a clearer understanding of your business's essential security controls through a focused, NIST CSF 2.0-informed assessment.
The assessment includes a written 5–8-page report outlining observations, identified security gaps, and prioritized recommendations.
This service is a foundational security review. It is not penetration testing, a vulnerability scan, a formal compliance audit, or a certification of compliance.
FIXED-PRICE ASSESSMENT
One-time Cybersecurity Health Check
Designed for small businesses with approximately 5–20 employees.
Request Your AssessmentSTART WITH CLARITY
You don't need a large cybersecurity department to begin improving your organization's security.
Get Started with Summitgate