Client Testimonials

Challenge

A consultant preparing for a critical client presentation experienced a complete system failure 120 minutes before the meeting. The device would not boot, the BIOS was misconfigured, and backups were outdated.

Solution

• Guided BIOS configuration to enable secure boot
• Rebuilt Windows with TPM 2.0 and BitLocker encryption
• Restored data from previous backups and cloud storage
• Configured automated daily backups with validation checks
• Documented recovery steps for future reference
• Provided post-engagement recommendations for resilience

Results

• ✓ System fully operational within 90 minutes, meeting held on schedule
• ✓ Zero data loss with all files restored
• ✓ TPM 2.0 configured to meet Windows 11 security requirements
• ✓ BitLocker encryption enabled for enhanced data protection
• ✓ Client empowered with clear recovery guidance
• ✓ Automated backup process implemented to prevent future crises

"I was panicking with a client meeting in 2 hours and my computer completely dead. Joseph answered immediately and calmly walked me through every step—even though I barely knew what BIOS meant. He stayed on the line monitoring the entire installation and had me up and running with 30 minutes to spare. Absolute lifesaver!"

— Senior Consultant, Professional Services Firm

Key Takeaway: Emergency remote support is not just about technical expertise—it is about clear communication, patience with non-technical users, and staying calm under pressure. This engagement demonstrates the value of having an expert available for urgent situations, especially when business-critical deadlines are at stake.

Challenge

A regional accounting firm handling sensitive tax data for over 2,000 clients needed to achieve IRS Publication 4557 compliance but lacked internal security expertise. They were concerned about data breach liability and wanted to implement the mandatory IRS Security Six controls without disrupting operations.

Solution

IRS Security Six Implementation:

• ✓ Deployed enterprise antivirus across all workstations and servers
• ✓ Configured network firewalls and host-based firewalls
• ✓ Implemented multi-factor authentication for tax software and email
• ✓ Established automated backup services with offsite storage
• ✓ Enabled full-disk encryption on all devices
• ✓ Deployed VPN for secure remote access

Additional Compliance Measures:

• Developed comprehensive Written Information Security Plan (WISP)
• Conducted security assessment of tax data handling procedures
• Created incident response plan specific to tax data breaches
• Delivered security awareness training to all staff
• Established annual compliance review process

Results

• ✓ Achieved full IRS Publication 4557 compliance within 3 weeks
• ✓ Implemented all IRS Security Six controls
• ✓ Maintained zero security incidents during tax season
• ✓ Reduced cyber insurance premiums by 15 percent
• ✓ Improved client confidence with a documented security program
• ✓ Streamlined onboarding with security-aware procedures

"Joseph's expertise in IRS 4557 compliance and the Security Six was exactly what we needed. He understood our business and delivered practical solutions that actually work in a busy tax practice. Our clients appreciate knowing their data is protected."

— Managing Partner, Regional Accounting Firm

Challenge

A financial advisory firm needed to comply with the FTC Safeguards Rule under GLBA but had no formal Written Information Security Plan (WISP) or designated Qualified Individual. With regulatory deadlines approaching, they needed expert guidance to achieve compliance quickly.

Solution

• Developed a comprehensive Written Information Security Plan (WISP)
• Conducted risk assessment of customer information systems
• Implemented multi-factor authentication across all systems
• Deployed encryption for customer data at rest and in transit
• Established vendor management and third-party oversight program
• Created incident response and breach notification procedures
• Developed a security awareness training program
• Established an annual penetration testing schedule

Results

• ✓ Achieved full FTC Safeguards Rule compliance
• ✓ WISP approved by legal counsel
• ✓ Qualified Individual successfully managing the security program
• ✓ Zero regulatory findings during examination
• ✓ Improved client trust with documented security controls
• ✓ Reduced compliance risk and potential penalties

"Joseph made FTC Safeguards Rule compliance manageable. His WISP template was comprehensive yet practical, and his guidance on the Qualified Individual role was invaluable. We are now confident in our security posture."

— Managing Director, Financial Advisory Firm

Challenge

A professional services firm fell victim to a ransomware attack that encrypted critical business data and backups. Operations were completely halted, and the attackers demanded a significant ransom. The organization needed immediate expert assistance to assess options and minimize business impact.

Solution

• Isolated affected systems to prevent further spread
• Conducted forensic analysis to determine attack vector and scope
• Assessed data recovery options and backup viability
• Engaged in professional ransomware negotiations with threat actors
• Coordinated with cyber insurance provider and legal counsel
• Developed a recovery plan prioritizing critical business functions
• Implemented enhanced security controls post-recovery

Results

• ✓ Negotiated ransom reduction of 60 percent
• ✓ Recovered all critical data within 72 hours
• ✓ Restored operations with minimal data loss
• ✓ Identified and closed the initial access vulnerability
• ✓ Implemented MFA and EDR to prevent recurrence
• ✓ Developed a comprehensive incident response plan

"When we were hit with ransomware, Joseph's calm expertise and immediate action saved our business. His negotiation skills and technical knowledge were invaluable during the most stressful time in our company's history."

— CEO, Professional Services Firm