A battle-tested Chief Information Security Officer embedded in your leadership team — driving strategy, compliance, and risk posture.
Most professional services firms can’t justify a $300K–$400K full-time CISO. Our Fractional CISO model gives you the same executive-level expertise on a part-time engagement — accountable for outcomes, not hours.
You need security leadership — not just security tools — when:
Enterprise clients, government agencies, and regulated industry partners now require SOC 2, ISO 27001, or HIPAA compliance before signing. You need a CISO to get there and stay there.
A breach, phishing attack, or ransomware event revealed gaps in your program. We rebuild your security posture, demonstrate resilience to clients, and prevent recurrence.
You’re losing RFPs because you can’t answer the security questionnaire. A Fractional CISO builds the program, generates the evidence, and gets you audit-ready fast.
More employees, more vendors, more client data — but no one owns your security strategy. We build and operate the security program that keeps pace with your growth.
Everything a professional services firm needs to protect client data, satisfy compliance requirements, and win contracts that demand enterprise-grade security.
A prioritized, board-ready security roadmap aligned to your business goals, risk tolerance, and compliance requirements — built for your firm, not copied from a template.
Own your SOC 2, ISO 27001, HIPAA, or CMMC compliance journey from gap assessment through audit readiness. We lead the program so your team doesn’t have to.
Identify, quantify, and prioritize your real risks. Annual assessments, third-party vendor reviews, and an ongoing risk register your leadership can act on.
A complete library of security policies, standards, and procedures written for how your firm actually operates — not copy-pasted from a generic framework.
Develop and test your incident response plan before you need it. Tabletop exercises, playbooks, and clear escalation paths so your team knows exactly what to do.
Regular security briefings your leadership can act on. Risk dashboards, KPIs, and board-level presentations that translate security into business language.
Evaluate the security posture of your vendors, subcontractors, and technology partners. Questionnaires, SLA reviews, and ongoing third-party monitoring.
Build a security culture across your firm. Role-based training programs, phishing simulations, and measurable awareness metrics that satisfy auditor requirements.
Powered by WaypointX — we assess and harden your M365 environment (Entra ID, Defender, Purview, Intune) against CIS and NIST benchmarks. Controls aren’t just documented — they’re automated.
Learn about WaypointXStructured. Fast. No drag.
We assess your current security posture, compliance gaps, and risk exposure. You get a clear picture of where you stand and what needs to happen first.
A prioritized security roadmap, program charter, and 12-month plan — aligned to your budget, team, and compliance goals.
Policies, procedures, vendor reviews, training programs, and technical controls — built and implemented alongside your team.
Monthly retainer covering risk management, compliance maintenance, incident response readiness, and executive reporting.
We manage your SOC 2 or ISO 27001 audit process end-to-end — liaising with auditors so your team stays focused on the business.
👉 First deliverable in 30 days. No long assessments. No sales theater.
Schedule Your Strategy CallIf your clients, contracts, or regulators are asking about your security program, you need a CISO.
Protect client confidentiality, satisfy bar association cybersecurity guidelines, and win corporate clients who audit your security before signing.
Meet IRS Safeguards Rules, protect client financial data, and satisfy SOC 2 requirements for firms handling sensitive tax and audit information.
Navigate HIPAA Security Rule requirements, manage BAA obligations, and build the security program that protects patient data and your practice.
Win enterprise contracts that require SOC 2 or ISO 27001. Show your clients that their data is safe in your hands — and prove it with a certification.
Meet CMMC, FedRAMP, and NIST 800-171 requirements to qualify for federal contracts and maintain your clearances and certifications.
Build security into your product and company from the ground up. Satisfy enterprise buyer security questionnaires and achieve SOC 2 Type II.
Book a 30-minute strategy call with our CISO team. We’ll assess where you stand, identify your highest-priority gaps, and outline a clear path to compliance — at no cost.
Waypoint Tech Advisors delivers:
👉 Get started with a simple conversation.
Schedule a Strategy Call