Accounting, Insurance, Agencies & Consultants
IT for the Lincoln and Omaha office that isn’t a clinic or a courtroom.
Accounting firms, independent insurance agencies, brokers, marketing shops, and consultants in Lincoln and Omaha run on email, shared files, and other people’s money — without a hospital IT department or a law-firm ethics opinion to hide behind. SAINT runs managed IT, cybersecurity (Huntress or Guardz), Microsoft 365 or Google Workspace, email/BEC defense, backups, and suite-level access as one fixed-rate engagement. CISA-baseline controls, and FTC Safeguards-aware practice where customer financial information is in scope — readiness and evidence, not a certificate. Hickman HQ; Lincoln and Omaha are service markets, not storefronts. This is a vertical, not a size band: if you need the under-75-user CISA package, that’s /industries/small-business.
What we see
What we see in professional services.
Showing Client files in the same tenant as marketing mail: Modern glass-walled office corridor with track lighting and a breakroom kitchen
Frameworks & regulatory context.
- 01CISA Cyber Performance GoalsMFA, EDR, email, backup, and incident-response basics sized to an office — the same questions carriers and clients increasingly ask. Practical, not a 200-page binder.Reference
- 02FTC Safeguards Rule (where it applies)Many CPA, tax-prep, and insurance agencies are non-bank financial institutions under the FTC Safeguards Rule. We map access, encryption, vendor, and incident controls to that language when customer financial information is in scope — readiness and evidence, not an FTC determination we can sell.Reference
- 03NIST Cybersecurity FrameworkIdentify / Protect / Detect / Respond / Recover so office IT isn’t antivirus plus a hope. Umbrella framing for CISA goals and Safeguards work.Reference
- 04Huntress or GuardzHuntress SOC-led EDR/ITDR/SIEM/SAT, or Guardz all-in-one for a smaller shop that wants one console. Pick one core stack per design — we don’t stack both without a reason.Reference
What we deploy for professional services.
- 01Managed ITEndpoints, help desk, and tenant admin on a documented monthly rate.Open
- 02Email SecurityBEC/phishing defense for AP, tax, premium, and vendor-payment mailboxes.Open
- 03CybersecurityHuntress or Guardz — insurance-questionnaire controls you can evidence.Open
- 04Microsoft 365Entra, MFA, sharing hygiene, and Copilot only after oversharing is cleaned up.Open
- 05Google WorkspaceCommon for agencies and lean consultancies — Cloud Identity, Drive, Gmail policy.Open
- 06Backup & DRImage-based BCDR plus SaaS protection for M365 / Workspace. Tested restores.Open
- 07Access ControlSuite doors and after-hours schedules with identity-tied audit logs.Open
- 08Business CamerasEntry and suite coverage in a shared building — not mall CCTV of the hallway.Open
- 09vCISOCyber-insurance questionnaires and Safeguards-aware evidence — fractional, not a PDF dump.Open
- 10Vendor AssessmentsIndependent review of the MSP/IT contract before you renew.Open
- 11Security Risk AssessmentsNIST CSF / CISA-mapped current state for the office that holds client files.Open
Professional Services FAQ
How is this different from the Small Business page?+
Small Business is a size band (typically under ~75 users) with a generic CISA baseline. Professional services is the vertical: client files, seasonal staff, ACH/tax/premium BEC, and FTC Safeguards-aware controls where financial customer information is in scope. Same Hickman team. If you are a shop that isn’t this kind of office, start at /industries/small-business.
Do you work with CPAs, insurance agencies, and marketing shops — not just law firms?+
Yes. That is this page. Legal has its own vertical (ABA Model Rules, trust-account wire fraud) at /industries/legal. We do not treat an agency like a clinic or a courtroom.
Will you certify us under the FTC Safeguards Rule?+
No. We implement and evidence controls that map to Safeguards language when it applies. The FTC and your examiner determine outcomes. Same honesty we use for HIPAA-readiness elsewhere — no fake certificates.
Huntress or Guardz?+
Lincoln and Omaha — will you come to the office?+
Yes. Hickman-based; Lincoln is a primary market (Haymarket, downtown / Capitol, south Lincoln). Omaha-metro — including Aksarben, West Omaha, and insurance-adjacent offices — is scheduled on-site. No retail storefront. 531-625-2111.
Professional Services in Lincoln vs Omaha
Lincoln, NE
Lincoln, NE hubHaymarket and Capitol-adjacent offices — client files, not PHI.
Accounting, agencies, and consultants around downtown and UNL: shared-drive hygiene, tax-season offboarding, and BEC against vendor payments. ~15–20 minutes from Hickman. Not a law-firm ethics program and not a clinic BAA unless you actually hold PHI.
Omaha, NE
Omaha, NE hubInsurance-adjacent brokers, TPAs, and multi-site offices.
Downtown, Aksarben, and West Omaha firms that move ACH and premium remittance. Huntress ITDR or Guardz all-in-one, plus suite cameras that don’t record the neighbor. Scheduled I-80 on-site; no Omaha HQ claim.
Bring SAINT to your professional services environment.
A 30-minute assessment scoped to your vertical. You leave with a written plan and clear next steps. Hickman-based; Lincoln and Omaha are service markets, not storefronts.
15 minutes. NIST-aligned report. No obligation.