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Cloud platforms have changed how CPA firms operate—but not always how they protect their data.
For many firms, cloud adoption creates a false sense of security. Cloud vendors like Microsoft and Google secure the infrastructure, but what about your configurations? Your users? Your endpoints? Those are still on you—and they’re where most security gaps form.
A recent Forbes article spotlights this exact blind spot: firms believe they’re covered by moving to the cloud when in reality, critical layers are left exposed. For CPA firms that manage confidential client data and face strict compliance standards, those blind spots can be devastating.
Where Cloud Security Stops Short
Popular platforms like Microsoft 365 provide built-in security features—MFA, encryption, and permissions. But they follow the shared responsibility model: they secure the infrastructure, and you’re still responsible for endpoint and configuration security.
For CPA firms, that means you’re accountable for protecting client data on local desktops, laptops, and mobile devices. Without a full-stack strategy, one phishing click or unpatched workstation can lead to a costly breach.
Gaps That CPA Firms Can’t Ignore
Cetrom’s experience with firms like “Partner Paul” and “Admin Annie” shows the real-world impact of security blind spots. Admin teams often struggle to maintain system updates, while partners focus on client service—leaving key IT decisions under-addressed.
The biggest CPA security gaps usually include the following:
- Outdated or unmonitored endpoints
- Lack of consistent access control
- Reactive (not proactive) patching
- Employee devices without EDR
- No centralized visibility into risks
These risks are especially dangerous during busy seasons when uptime is critical and attackers know firms are vulnerable.
A Holistic Security Framework Built for CPAs
Cetrom’s solution fills in those gaps with a proactive, advisory-led approach.
As your Virtual CIO, Cetrom ensures your firm is protected at every layer—from cloud-based systems to local workstations. We take the security principles used in the cloud and apply them everywhere your data lives.
Our CPA-focused stack includes:
- Cetrom Connect – Securely connects your cloud tools, local apps, and networks
- Endpoint Detection & Response (EDR) – Actively detects and stops threats in real time
- Managed Detection & Response (MDR) – 24/7 expert-led monitoring for complete visibility and protection
This ecosystem gives both IT-savvy staff like “Technical Tony” and administrative leaders peace of mind—ensuring performance, compliance, and uptime aren’t compromised.
Proactive, Not Reactive
Many MSPs focus on alerts and cleanup after something breaks. Cetrom’s model is built on prevention. That means:
- Scheduled patching across all devices
- Employee cybersecurity awareness training
- Risk scoring across systems and users
- Compliance mapping to SOC 2 and FTC Safeguards Rule
- Regular vulnerability assessments
The result? Fewer disruptions, faster response, and a firm that’s always audit-ready.
Local Security Still Matters—Here’s Why
Even firms that operate in the cloud need to protect what’s happening on the ground. CPAs still access data on desktops, plug in USB drives, or work from unsecured networks.
Cetrom ensures you don’t have to choose between local and cloud security. We provide one strategy that spans both:
- Endpoint encryption
- Identity and access management
- Secure virtual desktop environments
- Hardware lifecycle tracking
- Backup and recovery for both local and cloud systems
It’s not just about security. It’s about continuity—keeping your team productive no matter where they work or what threats emerge.
Built Around CPA Compliance & Strategy
We understand that security and compliance go hand in hand. That’s why our model includes:
- SOC 2 and SSAE 16 frameworks
- FTC Safeguards Rule implementation
- Cyber insurance readiness assessments
- System documentation for audits
- Internal controls guidance
We ensure your firm meets every requirement—and we’re by your side when it’s time to prove it.
Why Advisory-Led Security Makes the Difference
Your tools are only as good as the strategy behind them. Cetrom acts as your strategic partner, helping you:
- Prioritize high-impact security improvements
- Choose tools that align with your business goals
- Avoid overspending on overlapping solutions
- Understand what your IT risk really looks like
We don’t just sell you software—we help you solve problems, protect your firm, and future-proof your IT.
Ready to Future-Proof Your Firm?
If your security strategy ends at the cloud, you’re leaving too much to chance. Cetrom closes the gaps others miss—with proven security practices, smart tools, and expert guidance.
Schedule a consultation with our Executive-Level IT Solutions Experts today! Book a call now.
