Busy season decides whether your systems are good enough
Accounting and finance firms hold client financial data, exchange sensitive files constantly, and have a few weeks each year where every hour matters more than usual.
Published research
Approval processes are the target, not the accounting software
The FBI's 2024 Internet Crime Report recorded 2.77 billion US dollars in reported business email compromise losses across 21,442 complaints. The pattern is consistent: an attacker learns how a firm approves payments, then sends a request that matches the normal process closely enough that nobody questions it.
Source: FBI Internet Crime ReportWhat it means for you
Controls belong on the approval process itself, not only on the software that executes it.
What we hear
The pressure points in finance & accounting
Busy season peaks
Weeks where downtime costs several times what it does the rest of the year.
Client file exchange
Sensitive documents moving back and forth, often by whatever method the client prefers.
Approval and payment processes
The exact workflow attackers study before they send anything.
Audit and retention requirements
Records that must be kept, findable, and demonstrably intact.
What we put in place
Built for how you actually operate
Not a generic support plan with your industry written on the cover. These are the things that matter in your environment.
Capacity for your peak
Systems, support, and response targets sized for busy season rather than an average month.
Secure client file exchange
A proper portal for sensitive documents, so client records stop travelling as email attachments.
Payment approval controls
Verification steps and email protections around the approval process attackers actually target.
Retention and audit readiness
Backup, archiving, and retention that meet your obligations, with evidence available on request.
Line of business software support
We support and coordinate with your accounting and tax software vendors so your team is not stuck waiting.
Access reviews
Regular review of who can reach client data and financial systems, with changes documented.
What changes
What it looks like once this is running
We start by reviewing what you have now and telling you honestly what would cause problems. No obligation, and no pressure either way.
Talk about your environment- Systems sized for your busiest weeks
- Client documents exchanged through a controlled portal
- Verification on the approval process itself
- Retention and audit evidence ready when asked
Also relevant
Other industries we support
Let us look at your setup
A short call, a clear picture of where you stand, and a straight answer about what is worth fixing first.