Your Insurance Renewal Is Coming. Can You Prove Your WISP Actually Works?
Most CPA firms can't.
You have the document. Your MSP gave it to you. It's sitting in a folder somewhere. But when your carrier asks for evidence—you don't have it. When the IRS requests proof—you scramble. When a client asks how their data is protected—you hope the document is enough.
It's not.
I help CPA firms turn their WISP document into validated evidence—proof that insurance carriers accept, regulators require, and clients expect.
Watch the video below to see how.
Ready to get your WISP validated?
See if validation is right for your firm
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Free guide to CPA firms.
Why CPA Firms Trust Me With Their Compliance
Real transformations from document to validated evidence
BEFORE
Had a WISP document, assumed MSP handled everything, couldn't prove controls worked
AFTER
Validated evidence package, passed insurance renewal without questions, confidence when clients ask
"We thought we were compliant until Steve showed us the gap between our document and actual evidence. Now we have proof that holds up."
— [Client Name], [Firm Name]
BEFORE
Insurance carrier delayed renewal asking for evidence, scrambled to pull documentation together
AFTER
Clear evidence package, renewal approved in days, no more last-minute panic
"Our carrier kept asking for proof we didn't have. After validation, we handed them a report and renewal was done. Worth every dollar."
— [Client Name], [Firm Name]
BEFORE
Client asked about data protection, had nothing to show them but a WISP document
AFTER
Professional evidence package, strengthened client trust, competitive advantage
"When our biggest client asked how we protect their data, I used to hope they'd accept 'we have a WISP.' Now I hand them a validated report."
— [Client Name], [Firm Name]
Why CPA Firms Trust Me With Their Compliance
Real transformations from document to validated evidence
BEFORE
Had a WISP document, assumed MSP handled everything, couldn't prove controls worked
AFTER
Validated evidence package, passed insurance renewal without questions, confidence when clients ask
"We thought we were compliant until Steve showed us the gap between our document and actual evidence. Now we have proof that holds up."
— [Client Name], [Firm Name]
BEFORE
Insurance carrier delayed renewal asking for evidence, scrambled to pull documentation together
AFTER
Clear evidence package, renewal approved in days, no more last-minute panic
"Our carrier kept asking for proof we didn't have. After validation, we handed them a report and renewal was done. Worth every dollar."
— [Client Name], [Firm Name]
BEFORE
Client asked about data protection, had nothing to show them but a WISP document
AFTER
Professional evidence package, strengthened client trust, competitive advantage
"When our biggest client asked how we protect their data, I used to hope they'd accept 'we have a WISP.' Now I hand them a validated report."
— [Client Name], [Firm Name]
The Defensible Compliance Method
Most CPA firms have good security practices. The problem isn't what you do—it's proving you do it. This framework identifies the critical evidence needed to validate your compliance position.
Policy Promise
Written Security Commitments
Written Information Security Program (WISP) document with executive signature
Asset inventory maintained in trackable format
Risk assessment documentation with methodology and findings
Incident response plan with defined roles and procedures
Password policy with complexity and rotation requirements
Data classification policy for sensitive client information
Red Flag: If your policies exist only as Word documents on someone's laptop, you have no audit trail.
Practice Proof
Operating Evidence
Security awareness training records with completion dates and scores
Access review logs showing quarterly validation of permissions
Vendor security assessments for all third parties handling data
Multi-factor authentication (MFA) deployment records
Vulnerability scan results from past 90 days with remediation tracking
Backup validation logs proving regular restoration testing
Red Flag: 'We do this' without dated evidence = zero compliance credit during an audit.
PaperTrail
Governance Documentation
Board/partner meeting minutes showing quarterly security reviews
Security program budget documentation with approval signatures
Designated security coordinator with documented responsibilities
Change management records for security-relevant modifications
Exception approval documentation for policy deviations
Annual WISP effectiveness review with findings
Red Flag: No governance trail = no proof leadership takes security seriously (insurers notice this).
Why I Can Help You Close the Evidence Gap
As a CISSP with over 30 years of IT experience focused on security for Enterprise and Small Businesses alike—including over a decade at Microsoft—I've validated controls for organizations where a single breach could make national news.
30+ Years
IT Security Experience
10+ Years
At Microsoft
CISSP
Certified for 20 Years
I've validated controls for Fortune 500 companies, government agencies, and highly regulated industries.
But here's what I've learned:
The firms that survive audits, renewals, and regulatory scrutiny aren't the ones with the best documents.
They're the ones with evidence.
Most CPA firms don't have that. They have a WISP. They assume their MSP handled it. Then they discover the gap at the worst possible moment.
I bring enterprise-level validation rigor to CPA firms who need evidence, not just documents.
Plus I understand your world—I know compliance isn't your core business. You audit clients. You prepare returns. You advise on financial matters. Security compliance is a box you need checked properly so you can focus on what you do best.
The WISP Validation Process
The framework that turns your document into evidence your insurance carrier, the IRS, and your clients will accept.
This isn't a security overhaul. It's an independent audit that gives you proof.
DISCOVERY
The Question: Is Validation Right For Your Firm Right Now?
15-minute call to understand your situation. We discuss your current WISP, your insurance renewal timeline, and any specific concerns.
What You Get:
Honest assessment of your current state
Clear picture of what evidence you have (and don't have)
Recommendation on whether validation makes sense now
Outcome:
Clarity on your evidence gap before you invest a dollar
VALIDATION
The Question: Do Your Controls Actually Work?
I work alongside your existing IT team to validate that controls are actually implemented—not just documented.
What You Get:
Independent verification of security controls
Assessment of what's working and what isn't
No replacing your MSP, no disruption to operations
Outcome:
Clarity on your evidence gap before you invest a dollar
EVIDENCE PACKAGE
The Question: What Do You Hand Over When Someone Asks?
You receive a clear report documenting what's in place, what's verified, and what evidence you now have.
What You Get:
Documentation insurance carriers accept
Evidence for IRS or FTC inquiries
Proof to show clients their data is protected
Clear recommendations for any gaps identified
Outcome:
Clarity on your evidence gap before you invest a dollar
How We Work Together
This isn't an ongoing retainer. It's a focused engagement that gives you evidence.
Week 1: Discovery call and documentation review
I understand your current WISP and what evidence exists.
Weeks 2-3: Control validation alongside your IT team
I verify controls are implemented, not just documented. A few hours of your IT team's time, no operational disruption.
Week 3: Evidence package delivered
Clear report documenting what's validated, what's verified, and what you now have proof of.
After Delivery: You have evidence
Use it for insurance renewal, regulatory inquiries, client questions—whatever triggered the need.
After Delivery: You have evidence
3-5 hours over three weeks
Your Investment
$2,500
for complete WISP validation
Immediate:
Independent validation of security controls
Evidence documentation package
Clear report for insurance, regulatory, and client inquiries
Gap identification with recommendations
Before your next renewal:
Confidence when carriers ask for proof
Documentation ready for regulatory inquiries
Answers when clients ask about their data
Peace of mind that you're not hoping a document is enough
The real value isn't the report. It's not discovering the evidence gap when your insurance renewal is denied, when the IRS sends a letter, or when a breach forces the question.
Is WISP Validation Right For You?
WISP Validation is specifically for CPA firms who:
Have a WISP document but no independent validation
Have insurance renewal coming in the next 90 days
Have been asked for security evidence and weren't sure what to provide
Rely on their MSP for security but want independent verification
Want proof before a breach, audit, or inquiry forces the issue
Are looking for expert guidance to strengthen their security posture
If that's you, a 15-minute discovery call is your next step.
Your Next Step
Every month without validated controls is another month hoping your document is enough.
Insurance carriers are asking harder questions. The FTC Safeguards Rule has teeth. Your clients expect evidence
You can keep hoping the WISP document holds up, or you can get independent validation before someone else tests it for you.
15 minutes. No obligation. I'll tell you honestly if validation makes sense for your firm right now.
My Promise Is Simple
If I can't validate your controls or the process doesn't deliver what I've described, you don't pay.
With over 30 years of IT security experience and a decade at Microsoft validating enterprise controls, I know what evidence looks like. I won't waste your time or money if your firm isn't ready for validation.
You audit your clients' controls every day.
Let me audit yours.
