The Challenge
A 90-person CPA firm handling sensitive financial data for 2,000+ clients experienced a business email compromise attack that resulted in a fraudulent wire transfer of $85,000. The firm had basic antivirus and no MFA, no email security, and no security monitoring. They needed comprehensive cybersecurity immediately to retain client trust.
Our Solution
CloudTechForce deployed a zero trust security architecture within 30 days: MFA and Conditional Access on all Microsoft 365 accounts, Microsoft Defender for Office 365 with advanced anti-phishing, endpoint detection and response (EDR) on all devices, dark web monitoring for all employee credentials, 24/7 SOC monitoring through our managed security service, security awareness training with monthly phishing simulations, and a comprehensive incident response plan.
Results
Zero successful phishing attacks since implementation (12 months)
100% MFA adoption across all staff within 1 week
SOC 2 Type II compliance achieved in 8 months
Cyber insurance premium reduced 30% due to improved security posture
Security awareness training reduced click rates from 32% to 2%
"The BEC attack was a wake-up call that could have destroyed our reputation. CloudTechForce built a zero trust architecture that our cyber insurance underwriter called best-in-class for a firm our size. We went from our worst security moment to our strongest posture in under a year."
Thomas Brennan — Managing Partner, Pinnacle CPA Partners
