CPA, tax, bookkeeping & payroll
Accounting firms
Accuracy, efficiency, and sound decision-making that help customers navigate their financial decisions.
Indianapolis metro accounting, tax & payroll businesses
people they employ
such businesses across Indiana
Employer establishments and employees, 2023 (U.S. Census Bureau, County Business Patterns). Indianapolis metro = 11-county Indianapolis-Carmel-Greenwood area.
Where the orbit pulls on it
Client financial data under federal safeguarding rules; reconciliations and data re-keyed between systems.
Why now
Tax preparation firms fall under the FTC Safeguards Rule, which requires a written information security program, encryption of customer data, and multi-factor authentication. Since May 13, 2024, a breach of unencrypted data affecting 500 or more consumers must be reported to the FTC within 30 days. The IRS tells tax and accounting professionals of every size to keep a written plan.
Sources: FTC · Federal Register · IRS Publication 5708
Services that fit first
Security & Compliance Engineering
Security built in from the start, with readiness for SOC 2, PCI DSS, HIPAA, CMMC, and the FTC Safeguards Rule.
Learn more →Data Categorization & Classification
Find where sensitive data lives, rank it by impact, and set handling rules for each class.
Learn more →Process Optimization & Automation
Remove steps that exist only out of habit, automate the rest, and document them in procedures your team owns.
Learn more →Financial Systems Modernization
Replace batch cycles with real-time processing and make every transaction traceable to the financial statements.
Learn more →
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Let's connect.
Tell us a little about your business in the intake form. Steve reads every one and follows up personally to set up a call.