Run a small CPA, insurance, advisory, title, or medical office in Bellaire? You are a financial institution under the FTC Safeguards Rule, or a covered entity under HIPAA, and neither rule has a size exemption. Start with a free gap report.
Bellaire and the surrounding inner-loop neighborhoods are full of small, established practices: solo CPA and tax firms, independent insurance agencies, and, close to the Texas Medical Center, independent physician practices. Being small is exactly why compliance gets missed, and exactly why a one-person office carries the same written-program duty as a large firm.
Advisory and registered investment adviser practices here hold portfolio and identity data, and title and settlement offices move funds on a closing schedule. Both are the kind of office a documented program is built to protect.
The work is the same three outcomes, whichever office you run: a fraudulent wire never clears (wire-fraud defense), your firm stays insurable at renewal (cyber-insurance readiness), and client data stays out of public AI tools (AI-use governance). Underneath sits one documented compliance program you can produce on request.
I review your office against the rules that apply to you: where client data lives, what controls are in place today, and where the gaps are. You receive a written findings report with a prioritized fix list, yours to keep. It is a gap report and a plan, not a certification or a guarantee of compliance.
On-site in Bellaire and the inner loop, with remote support throughout. Nearby: Houston, Sugar Land, and the rest of the Houston metro.