Schedule Your IT Assessment
What to Expect
Step 1: 30-Minute Discovery Call
We'll discuss your current IT environment, compliance requirements, and any specific concerns about security, performance, or costs. This is an opportunity for you to ask questions about our approach and determine if we're the right fit for your firm.
If it makes sense to move forward, we'll schedule our comprehensive IT Systems Assessment.
Step 2: Complete IT Systems Assessment
This assessment is conducted remotely and can be performed with or without your current IT provider's knowledge—we'll discuss the best approach during our initial call.
What You'll Learn
Our assessment provides a clear picture of your current IT security and infrastructure:
Security & Compliance
- Whether your systems meet FTC Safeguards and other regulatory requirements
- Specific vulnerabilities that could expose you to ransomware or data breaches
- Gaps in your current security posture
Data Protection
- If your backups would actually work in an emergency
- Recovery time estimates for various failure scenarios
- Compliance with data retention requirements
Cost & Performance
- Where you may be overpaying for services or technology
- Areas where you're underserved by your current provider
- Opportunities to improve efficiency and reduce IT-related downtime
Strategic Recommendations
- How to strengthen security while managing costs
- Ways to improve staff productivity through better technology
- Long-term IT planning aligned with your business goals
Why Get a Third-Party Assessment?
Even if you're satisfied with your current IT situation, an independent evaluation provides valuable insight. You may discover security gaps, cost savings, or efficiency improvements that weren't previously apparent.
There's no cost and no obligation—just objective analysis from a team that specializes in your industry.
Ready to schedule your discovery call?
Fill out the form on this page and we'll be in touch within one business day.
Contact Us Today
To Schedule Your
Discovery Call



