Accounting, Insurance, Agencies & Consultants
IT for the Lincoln and Omaha office that isn’t a clinic or a courtroom.
What we see
What we see in professional services.
Showing Client files in the same tenant as marketing mail: IT professionals working on laptops in a dim collaborative workspace
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
Sub-verticals
Sub-verticals under Professional Services.
Tier 1
CPA & Accounting Firms
FTC Safeguards-aware IT for CPA and tax firms in Lincoln & Omaha: BEC defense, MFA, Huntress or Guardz. Readiness only. 531-625-2111.
Open →Tier 1
Auto Dealers
FTC Safeguards and PCI-aware IT for auto dealers in Lincoln & Omaha: DMS hardening, BEC, cameras, Huntress or Guardz. Readiness only. 531-625-2111.
Open →Tier 1
Mortgage Brokers
FTC Safeguards-aware IT for mortgage brokers in Lincoln & Omaha: LOAN OS hardening, BEC defense, MFA, Huntress or Guardz. 531-625-2111.
Open →
Professional Services FAQ
How is this different from the Small Business page?+
Do you work with CPAs, insurance agencies, and marketing shops — not just law firms?+
Will you certify us under the FTC Safeguards Rule?+
Huntress or Guardz?+
Lincoln and Omaha — will you come to the office?+
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. Insurance agencies: /industries/insurance.
Omaha, NE
Omaha, NE hubClient-file offices next to insurance HQ gravity.
Downtown, Aksarben, and West Omaha firms that move ACH and client files. Independent agencies live under /industries/insurance. Scheduled I-80 on-site; no Omaha HQ claim.
Written for operators by Colton Porter, Founder & CEO of SAINT Technology Services — U.S. Army veteran. Hickman-based; Lincoln first, Omaha second · Professional Services IT & security.
Call 531-625-2111 or email [email protected]. Book an assessment at /contact.
Free risk assessment
Run the free FTC Safeguards / professional-services risk assessment for client-file offices.
Start the ~4-minute assessment →
Bring SAINT to your professional services environment.
30 minutes. NIST-aligned report. No obligation.