Southern California Accounting Firm Goes SOC2

Client Overview

A Southern California-based accounting firm established in 1926, offering a comprehensive range of services including tax planning and consulting, audit and assurance, and advisory services. With offices in LA and Orange County, their team of over 200 professionals serves privately held businesses, nonprofit organizations, and high-net-worth individuals. Their team heavily deals with sensitive client financial data, including Personally Identifiable Information (PII).

Background

This year, they partnered with Triden Group to achieve SOC2 compliance through a comprehensive cybersecurity program. Since then, Triden Group has continued to deliver high-quality, customized cybersecurity services, adapting to their evolving needs.

Challenges

As the Accounting Firm expanded its client base and incorporated new technologies, the firm needed scalable, dynamic cybersecurity solutions to protect its expanding infrastructure. They required not only a secure environment that complied with industry standards but also continuous guidance to navigate the evolving cybersecurity landscape.

Solutions Provided by Triden Group

1. Customized Cybersecurity Program for SOC2 Compliance
   Triden Group designed and implemented a tailored cybersecurity program that mapped to the Accounting Firm’s path to SOC2 compliance. This included a detailed discovery and assessment of the firm’s existing infrastructure, multi-factor authentication, PII segmentation, and secured SOC services. Triden Group’s strategic approach ensured the Accounting Firm could meet regulatory requirements without compromising operational efficiency.
2. Scalable Security Solutions
   As time went on, Triden Group Group provided scalable security solutions that adapted to the firm’s expanding operations. Triden Group integrated an immutable backup solution, ensuring ransomware attacks did not compromise business continuity .
3. Virtual CISO (vCISO) Consulting and Tool Recommendations
   Recognizing the importance of ongoing security leadership, Triden Group now provides vCISO consulting services to the Accounting Firm. Acting as a virtual Chief Information Security Officer, we offer strategic guidance, helping the firm make informed decisions on cybersecurity policies, risk management, and compliance.

Furthermore, Triden Group assists them in identifying and acquiring valuable security tools tailored to their unique needs, ensuring the firm remains protected against emerging threats.

Results and Impact

• Enhanced Security Posture: The Accounting Firm has achieved a robust cybersecurity posture, protecting client data and maintaining compliance with SOC2 standards.
• Scalable Solutions: The cybersecurity infrastructure designed by Triden Group is easily scalable, supporting any accounting firm’s growth without compromising security.
• Customized, High-Quality Service: With tailored solutions and continuous support through vCISO consulting, Triden Group ensures that accounting firm’s cybersecurity needs are met with precision and expertise.

Conclusion

Triden Group’s commitment to customization, scalability, and quality service has transformed the Accounting Firm’s approach to cybersecurity.

By providing a tailored SOC2 compliance program, scalable security measures, and ongoing vCISO consulting, Triden Group empowers accounting firms like them to navigate the complex cybersecurity landscape confidently and securely.