Everything your business needs.
One team.
From compliance and managed IT to help desk support and secure websites — flat-rate plans with no surprise invoices.
Compliance & Security
WISP documentation, FTC Safeguards Rule, breach response, and full regulatory compliance for financial professionals.
Managed IT
Proactive monitoring, Microsoft 365 management, encrypted backups, and endpoint protection — all handled for you.
IT Support
Fast, friendly help desk for your team. Device setup, troubleshooting, software installs, and onboarding.
Web Services
Secure websites designed, built, and maintained. SSL, hosting, contact forms, and ongoing updates included.
Everything included. One flat rate.
No à la carte surprises. Every plan includes your WISP, compliance documentation, and the full technical controls your firm legally requires.
Solo practitioners and firms under 5 staff
Firms with 5–15 staff — our most popular plan
Firms with 15–50 staff or complex compliance needs
Not ready for a full plan?
Get exactly what you need. Available standalone or bundled with any managed IT plan.
What we actually do — in plain English
WISP Documentation
Written Information Security Plan — from scratch, FTC-compliant, updated annually.
Endpoint Security
Every device encrypted (AES-256), patched, and monitored including remote staff.
Microsoft 365 Hardening
MFA enforced, anti-phishing, data loss prevention, compliant retention policies.
Access Control
Least-privilege access, onboarding/offboarding with documented evidence for audits.
Breach Detection & Response
24/7 monitoring and FTC 30-day breach notification process management.
Vendor Compliance
Audit your third-party vendors and maintain FTC-required documentation.
Backup & Recovery
AES-256 encrypted backups, quarterly tested restores, documented results.
Security Training
Annual phishing, password hygiene, and policy training — tracked and documented.
Help Desk Support
Fast response for your team's IT issues — remote and on-site options available.
Device Setup & Repair
New hire laptops, printer configs, software installs, and hardware troubleshooting.
Website Design & Build
Secure, professional websites with SSL, fast hosting, and your brand built in.
Website Maintenance
Ongoing updates, security patches, and content changes so your site stays current.
Not sure which plan fits?
Free 30-minute call. We assess your setup and tell you exactly what you need — no pressure.
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