Welcome to Visory

RightSize Solutions is now part of Visory

We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.

Welcome to Visory

True North Networks is now part of Visory

We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.  

Welcome to Visory

Swizznet is now Visory

Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not. 

|
Call Today (913) 396-4600
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

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

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

Sage

The same Sage you work in every day, only better

GoldMine

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

Tax

Revolutionize your next tax season with added efficiency and mobility

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.
Cybersecurity
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

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

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
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

O365

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

Liscio

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

Knowbe4

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

We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when my entire view of how to secure my own firm and handle data security requirements changed for good, and for the better. It was during a keynote given by Swizznet’s Chief Technology Officer Wes Stillman when the a-ha moment happened.

Wes talked about the need for accounting firm owners to not just put everything in the cloud, but to proactively address accounting compliance threats and risks such as these:

  1. Malware – Over 90% of all cyberattacks start with a phishing email. Once you download malware the attacker can steal passwords, track keystrokes, or gain access to sensitive client data in your computer systems.
  2. Viruses – A type of malware that inserts itself in legitimate programs and self-replicates into other programs on the host system. That means if you click on an email or download and it has Malware, without the appropriate protection on your computer you are going to have some real challenges on your hands!
  3. Ransomware – Ransomware is malicious software that encrypts data files by preventing access to them. The data is encrypted with a cryptography key that prevents you from having access to the data. In most cases, a hacker threatens to delete your data if you do not pay the ransom within a specific time period, thus preventing you from attempting to repair the files.
  4. Phishing  – A type of cyber attack where an attacker masquerades as a legitimate organization or individual to trick victims into opening a link or attachment that contains ransomware. Think about the number of emails your staff open on a daily basis…and that you do, too, if it looks legit it can be hard to remember that the threat is right there in front of you before it’s too late.

These are just a few of the many ways that your firm (and your clients) could be affected. This list doesn’t even include texts, unsecured emails, your staff, and all of your clients and the risks their behavior can create. This is why working with a partner to implement accounting compliance and cybersecurity safeguards to defend your firm should be non-negotiable.

Bottom line: All accounting professionals need to develop and implement a comprehensive accounting compliance and security plan for their firm.

How’s Your Firm’s Swing Through on Cybersecurity and Accounting Compliance?

When Wes said this, I realized that as locked down as I thought my firm was, I was in fact, a long way away from where I needed to be. Essentially, to put it in the context of my Team Brolin Starting Lineup tech stack softball analogy, I had no swing through in my cybersecurity strategy. I was, in fact, hitting a pop fly when it came to being proactive.

To be fair, I wasn’t oblivious to the fact that the threats to my firm and every other business on the planet are growing exponentially every single day. I had also been preaching about the benefits of working in the cloud and the need to do so from a business continuity perspective, but something was missing. I wasn’t doing enough to protect my firm from the threat sources that Wes outlined. Because in reality, as accounting and tax professionals, unless we are putting the necessary safeguards in place, we are, in fact, sitting ducks when it comes to cybercrimes targeting taxpayers and loads of other sensitive information.

Another point that Wes raised when he spoke that really hit home for me? The need for accounting professionals to think beyond simply having cyber insurance and to actually implement the IRS data security plan that is required.

We may have cybersecurity insurance, and that’s all well and good, but if you look carefully at your policy, you’re likely to see many caveats about what you need to be doing to protect your firm and be able to actually make a claim. A key part of many policies is a data security plan. And, speaking of ethics and eliminating as many risks as possible, as an accounting professional if you have a PTIN or are a CPA it is a non-negotiable. In addition, you have to implement it.

Check Out Our Accounting Compliance Webinar “Going from A-ha to Action: My Journey to Ultimate Security and Compliance”

Are you feeling overwhelmed at the prospect of trying to do that cybersecurity swing through to address what I have shared above? I have to admit, when I left Wes’s presentation I was feeling that way, but then I started talking to the Swizznet team and I tell you, they really hit a home run for me when they shared all of the ways they work with accounting firms to secure their entire ecosystem and keep it that way. Plus, they know all of the technology that my firm uses inside and out because they specialize in accounting firm technology. Heck, their support team members are all QuickBooks ProAdvisors! Amazing!

I sat down with Swizznet to talk about my journey so far in taking care of all of the potential vulnerabilities that Swizznet’s Obsessive Support® Team identified for me and recorded the conversation. I really hope you will check out the video because this is just too important to let slide. The future of your firm’s business continuity, brand, and of course, your client’s security are all tied to not only how alert we are to the threats, but how well we put our cybersecurity plan into action.

 

Guest contributor Dawn Brolin, CPA, CFE, is The Designated Motivator for Accounting Professionals and CEO of Powerful Accounting, Inc., a Connecticut-based accounting firm.

Dawn is a Certified Public Accountant, an Advanced Certified QuickBooks ProAdvisor and Managing Member of Powerful Accounting, LLC – a nationally recognized accounting, tax and QuickBooks Consulting firm. She discovered the importance of the relationship between good accounting records, good business processes and running a successful business through her own experience as a business owner and now strives to “leave people better than she found them”. Working with, but not limited to, small to medium-sized businesses including, contractors, non-profits, retailers and service providers, Dawn provides accounting, write-up, reporting, offsite CFO resources, tax return preparation and audit support services.

View this Article as a PDF
THOUGHT LEADERSHIP
What We’re Saying
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
1) Survey your technology environment 2) Update your cybersecurity policies 3) Emphasize cybersecurity training 4) Encourage active participation & awareness 5) Use encryption 6) Set
Nov 11th, 2022
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries,
Oct 26th, 2022
Cybersecurity Risk Survey
Take stock of your firm’s current security posture, identify key areas of risk, and assess your appetite for exposure. Swizznet’s Cybersecurity Risk Survey helps to
Oct 26th, 2022
RightSize Cyber-Chats, cybersecurity and technology issues facing financial advisors.
Welcome to RightSize Cyber-Chats, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Sep 28th, 2022
Why did we Build SwizzStack, and What is it?
At the beginning of 2022, Swizznet rolled out a new offering called SwizzStack (you see what we did there?) and we wanted to give you
Sep 27th, 2022
Three Steps for Mitigating Accounting Cyber Threats to Prevent Tax Season Attacks
If you think the middle of tax season “is not the time” to proactively improve your firm’s cyber security protocols, you may be playing right
Sep 19th, 2022
Four Steps to Lock Down Your Firm’s Security and Compliance Priorities
We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when
Sep 11th, 2022
Swizznet Prevents Ransomware Attack Against Construction Company
It started out as a quiet Tuesday. Then, halfway into his second cup of coffee, Swizznet’s Security Engineer was alerted to suspicious activity occurring inside
Copyright ©2022 Visory. All rights reserved.