A growing accounting firm needed to prove its security to clients and an upcoming SOC 2 examination. AiVigil secured their environment and built the evidence to back it up.
Multi-partner accounting and bookkeeping firm serving SMB clients.
Handles sensitive client financial and tax data.
Managed IT + security with SOC 2 & PCI controls.
A larger client had begun requiring vendors to demonstrate SOC 2 controls, and the firm risked losing the relationship without them. Internally, security was ad hoc: inconsistent access controls, no centralized logging, unpredictable break-fix IT bills, and no organized evidence to hand an auditor. Busy season was approaching, so any change had to happen without taking the firm offline.
We onboarded the firm onto FinGuard, our finance managed IT bundle, and mapped their environment to the controls a SOC 2 examination expects:
Enforced MFA, least-privilege access and unique logins across every system holding client data.
Deployed EDR, email/phishing defense and 24/7 monitoring through managed cybersecurity.
Centralized audit logging and security reporting, organized into the evidence a SOC 2 auditor asks for.
Ransomware-resilient backups with verified restores and a documented incident-response plan.
The firm moved from ad hoc security to a documented, monitored posture — and a predictable IT budget through busy season:
Controls mapped & evidence organized for examination. [ real milestone ]
Drop in security tickets after rollout. [ real metric ]
Per-seat pricing replaced surprise break-fix bills. [ real figure ]
All figures above are bracketed placeholders pending confirmed client data.
“[ real client quote to add — e.g. AiVigil turned a scramble into a process. When the client asked for our SOC 2 evidence, it was already organized. ]”
FinGuard keeps your client data secure and your SOC 2, PCI and GLBA evidence ready — so compliance becomes a process, not a fire drill.
Book a free IT & security risk assessment for your firm and get a clear picture of your gaps, risks and quick wins.
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