IT Support Services
View All
Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

We’re here to help. Contact us for a consultation.
Application Hosting
View All

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions


The same Sage you work in every day, only better


An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs


Revolutionize your next tax season with added efficiency and mobility

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
View All
Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Let’s talk about keeping your business and your data secure.
View All
Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people with Visory and industry-leading KnowBe4.

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
View All
Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

Contact us to learn more about how we keep your business safe and in compliance
QB Desktop, QBO

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

Question: What do the following scenarios have in common? 

  • Emailing important files to a colleague
  • Using an easy-to-remember password, like ”‘password12345”
  • Ignoring “Update Your App” messages on your smartphone
  • Using coffee shop WiFi for work
  • Opening a donation request email sent from UNICEF

Answer: They all are common mistakes remote staff can make that unwittingly expose your business to cyber threats.

Organizations with dedicated IT staff have robust security policies to keep sensitive information safe. However, many small or medium size businesses (SMBs) don’t have dedicated security resources and systems in place. They rely on staff to safeguard critical data, but — let’s face it — most people are too busy with their regular work to stay up-to-date on the latest accounting cybersecurity threats.

The rise of remote work has only accentuated the complexities around cybersecurity for SMBs. At the beginning of COVID-19,  businesses were forced to adapt to a remote work model, some more successfully than others. This meant finding ways to access critical accounting software, like Sage, and other business applications from anywhere. Some chose VPN. Some subscribed to SaaS solutions. Others chose to host Sage Desktop software in the cloud. After seeing the benefits of managing workflows and accessing data from anywhere through cloud-based tools, the remote model is becoming a permanent way to conduct business.

A remote style of work allows for flexibility and collaboration unimaginable using legacy systems, but it introduces new challenges as well, particularly around accounting software security. So what are the key considerations when developing a cybersecurity plan for your business?


1. It’s critical to consider accounting cybersecurity and compliance

The atmosphere around sensitive information is “hot,” with a variety of threats that are continually evolving. Over the past year we’ve seen a rash of ransomware attacks, where bad actors collect confidential data and threaten to release it unless a ransom is paid.

These attacks often gain access to an organization’s servers or networks through phishing, a type of cyberattack where an email links you to fake websites or attachments that download malware or ransomware on your computer.

It’s critical to evaluate every possible access point to your business’s servers and files. While the overall number of malware attacks on businesses dropped by 24% over 2020, the threat detections for a type of malware called HackTools increased by 147%. It’s clear that bad actors are becoming more sophisticated in their approach, and since financial motives are behind 83% of attacks on SMBs under 1,000 employees, accounting cybersecurity plays a special role in counteracting the threat.

2. Mobile devices and BYOD are a particular area of concern

Work from home is something that’s not going away. In the era of remote work, mobile devices are becoming a default choice for getting work done. And why not? The idea of being able to use that device — say, your phone — for email or communication, or to grab a file quickly and send it off to a client, is extremely appealing.

Still, businesses must stay in compliance with regulatory guidelines on technology and cybersecurity management. So we can’t simply ignore the increased security issues that come with mobile devices. 

They are broken into more easily than legacy, on-premise computers, which increases a company’s susceptibility of being hacked. And the trend of bring-your-own-device (BYOD) further increases that susceptibility, since team members are using the same device for work and for their personal activities.

3. Develop and enforce policies around employee devices

If you haven’t done so already, do a quick audit of how your accounting cybersecurity policies are being implemented. Make sure your team members really are enforcing that policy. At a minimum your policy should include:

First, don’t click on suspicious links or download unusual files, even from reputable-looking senders like the IRS or a bank.

Second, hackers try to gain access to networks and data using password-guessing software. They typically screen weak passwords like “password12345” first. So use strong passwords, or consider a password manager like LastPass.

Third, use Two-Factor or Multi-Factor Authentication, which requires users to go through multiple steps of authentication, such as entering a password then receiving a code through SMS. This ensures that if hackers defeat one layer of your company’s safeguards, they can’t gain access to the account.

Finally, outdated technology, such as older versions of Windows or Microsoft Office, aren’t secure against newer forms of attack. As cyber criminals develop new ways to exploit systems, Microsoft and other vendors update their software with patches targeting specific vulnerabilities. So be sure team members install updates regularly.

To learn more specific accounting cybersecurity tips for remote work, check out our blog post, “Cyber Security In Accounting: Secure Your Work From Home Setup.”

4. Use applications that have built-in partitioning from the rest of the device

Since employees often use the same device to perform work-related activities and access personal sites such as social media or banking apps, it’s critical to partition any sensitive data from the rest of the device.

Enterprise-grade application providers like Microsoft make this straightforward to do. The key part is they partition the applications and data associated with the business from other apps and files.

By using these partitioned applications, employees can conduct business on their personal devices while ensuring that if one part of their device is compromised, their business-critical files will remain secure. They’ll also rest assured that they can conduct personal activities without feeling their boss or Big Brother is violating their privacy.

5. The number one trend in the next year: FinTech integration with the rest of the technology stack

In the coming year, we can expect to see more integration between new FinTech apps and the broader technology stack. Part of this includes combining all your company’s financial information into a single point of truth, then doing deep integration from that single point of truth. This will simplify workflows and enable you to expand your business without expanding your staff.

A key part of this is identity management, or being able to identify end users and integrate that identification throughout all the FinTech apps. Another part is new tools that allow you to easily move between apps. So, for example, if you want to move from one CRM to another, we’ll see tools coming on the market that enable doing that more easily.

Plan Ahead by Budgeting for Security and Tech Upgrades

To truly meet and sustain the new demands of the remote work environment, make plans for a 10% increase in spending on the tech stack. This is for spending on PCs, laptops, internet and technology, basically anything you need to make your remote work environment work. Part of this spending likely includes some form of remote desktop for Sage or other accounting applications. 

Remote desktop interfaces come with their own vulnerabilities, so when you need to move your Sage workflows into a cloud-based, remote work-friendly model, it’s important to work with a provider that can provide the security you need.  Swizznet makes it easy to access the same Sage software you’re used to, on any device, from anywhere on the planet. Our services come with heavy-duty, enterprise-grade Sage accounting cybersecurity. If you are interested in learning more about our cloud-hosting solutions, visit us at We would be happy to discuss how our cloud-hosting services can help make remote work easier and more secure for your business.

Wes Stillman, Chief Executive Officer, RightSize Solutions 

“Really understanding the industry you serve is the only way to fully leverage technology.”  

After 30+ years of managing technology in high-level positions, Wes began RightSize Solutions in 2002 because wealth management firms needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every nuance of his clients’ businesses. 

Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology). 

A technology pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology. 

About RightSize Solution  

A sister company in the Swizznet family, RightSize Solutions is headquartered in Lenexa, KS. Our company roots date back to 2002 and our focus is exclusively in the wealth management community. As a leading provider of IT Management and Cybersecurity, RightSize Solutions helps firms navigate the promise of technology to gain greater flexibility, lower costs and increase productivity. A hybrid of customized technology, proactive management and unrivaled service, we keep your systems securely running and your business soaring.

What We’re Saying
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
Jan 29th, 2024
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
Dec 12th, 2023
How to Protect Your Business Against Ransomware Attacks
In 2022, 20% of cyber breaches were ransomware attacks, with only 13% of organizations that suffered from a ransomware attack not paying the ransom. Ransomware
Copyright ©2024 Visory. All rights reserved.