Construction
Expertise
Strategic thinking from concept to completion
Labor shortages, staff turnover, rising material costs, new technology — construction companies like yours are no strangers to business challenges. In an industry fueled by change, you need proactive ideas that will help your business grow, make decisions, and manage risk.
To tackle these objectives, our experts design and build strategies that scale to your needs. With over 100 years of industry experience, we’re recognized as one of Construction Executive’s Top 50 Construction Accounting Firms. We serve construction clients nationwide, including general contractors, specialty trade contractors, heavy highway and civil contractors, home builders, and material suppliers. Beyond the clients we serve, our professionals are embedded in the construction industry through involvement in the Construction Financial Management Association (CFMA), Associated General Contractors of America (AGC), Urban Land Institute (ULI), and more — all to keep you fully informed of industry insights and feel our dedication in every interaction you have with us.
Solutions
As you work to grow your organization, it’s important to adapt to evolving industry trends, regulations, and market conditions. Here’s how we can work with you to make that happen.
Expertise
We believe the audit should function as more than a historical compliance activity — it should provide ideas and suggestions to improve accounting procedures and internal controls. Our process includes discussions with you to review your financial statements and the insights they contain — all to help you balance risk, value, and cost.
When we audit your organization’s financial statement, you benefit from our thoroughness and professionalism as well as our focus on client service. Our reputation, and our respected audit opinions help you assure stakeholders, as well as tax authorities, banks, regulators, suppliers, customers, and employees that your financial statement accurately represents the state of your organization.
Our team of specialists knows the challenges and business risks facing your industry and takes the time to listen to your organization's unique concerns. Depending on the needs you've identified, we also offer clients other attest services, including reviews and compilation. We can also assist with performing specified procedures, limited use reports, and procedures in relation to parent company reporting packages.
Expertise
Turn insights into action with data analytics
Organizations are generating an increasingly large volume of data through new technologies and synergies. Data can be a powerful asset, but it’s only useful if you can collect, catalog, and turn it into meaningful trends and observations. We help our clients transform into data-driven organizations with strong governance and advanced analytical capabilities.
We’re driven to help you minimize risk and empower your organization to achieve lasting results through a combination of industry specialization and deep technical knowledge. Our clients span industry sectors, including government, higher education, K-12 institutions, construction companies, manufacturers, health systems and health insurance companies, among others. We understand that each organization has unique needs and challenges. Our industry-tailored methodology accelerates the changes and investments necessary to transform your data into actionable insights.
Optimize and sustain your investments in analytics capabilities
Our approach to data analytics is collaborative and designed to help you establish and mature your analytics program capabilities. Access to talent and various specialties that may be required is a challenge for most middle-market organizations. Our team consists of consultants, data scientists, engineers, and analysts who are all passionate believers in unlocking the possibilities in your data. We’ll ensure our clients have the resources and expertise needed to keep their organizations ahead of the curve. You’ll become more efficient, agile, and equipped to make informed decisions.
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We offer training paths customized by role on industry-standard analytics software. Examples could be developing and delivering self-paced training to end-users; or mentoring your technical staff to go deep into your data sources and develop a thorough understanding and interpretation of the data, and present their findings clearly and accurately.
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Our business intelligence (BI) services are focused on driving informed decision-making and optimizing outcomes from increasing revenue to managing your costs and profitability. We develop dynamic data visualization tools, dashboards, and reports that identify KPIs, define them, and break them down into easy-to-understand metrics. Our guidance will make performance management simpler and more effective, and we can also help you manage risk by performing exception tests to ensure that potential issues are identified before they develop.
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Your data won’t provide much value if it’s disorganized or if you lack master data management and data democratization capabilities. Our data management services establish an integrated governance and storage environment, including data warehousing and data lakes. We can also help improve the quality and accessibility of your data, so the available insights can be broadly understood and easily applied.
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Are you using data as a strategic asset? Making the most out of your data requires purpose, and it needs to be accompanied by cohesive, organizationwide effort — and an expert by your side. We’ll evaluate the current state of your people, processes, and technology, and provide recommendations that will help you foster a data-driven culture with a strong strategic vision. We can assist with identifying potential roles, leaders, and organizational structures that will support an analytics-focused environment.
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We maintain strategic alliances with leading data and analytics software providers — Informatica, Snowflake, Tableau, and Qlik to name a few — so we have the relationships and specific expertise to help you make the most out of your software and obtain maximum value from the analytics, management, visualization, and storage solutions on offer. We can also provide technical training to your staff to ensure you have a deep bench of in-house experts, too.
Expertise
We bring you the knowledge, experience, and resources to help you meet your goals
Strategic tax planning and compliance are essential to the success of your business. We take an integrated approach to helping you find your best tax position, routinely combining our collective industry knowledge and experience to offer you exceptional thinking and problem-solving.
Since nearly every financial decision you make for your organization has tax implications, we’ll develop comprehensive responses to your specific federal, state, local, and international questions, arming you with the information you need to move forward.
Our National Tax Office and technical experts continually work to monitor tax legislation and emerging trends and identify their impact on — and strategies to improve — your tax position. From timely tax alerts to extensive insights on critical tax issues, you can depend on us to keep you current on changes and updates.
Expertise
Your business is personal
The business you’ve built is a part of who you are, and for many business owners, it’s hard to imagine starting a new chapter. The fact remains, that day will come, and your business deserves a successful transition after your years of dedication and all you’ve worked to accomplish. The best way to ensure the continuation of a family business? Proactively strategizing for the transfer of ownership.
Putting time into planning your business transition now is a worthwhile investment with significant potential payoff. If you start the conversation and assess your options early, even years in advance, you can reap benefits, including potentially higher valuations, a better understanding of your options, and more time to navigate the broad dynamics involved — both financial and personal.
From financial, estate, and ownership transition planning to family dynamics and management transition, our team of experts will design and execute a plan to help you chart the best course for you, your family, and your business. We’ll help you leave the legacy you planned to leave when you started your business and ensure your business transition will be aligned with your desires.
Shore up your human capital for what comes next
The historic construction labor shortage and the need for a highly trained workforce are among the biggest challenges construction companies are facing today. To meet the skilled labor shortage and maintain high levels of construction productivity, it’s critical to attract top talent — and keep it — with an industry-leading employee retention program.
Our customized approach starts with a workforce analysis using the latest recruitment technologies and analytics to ensure you’re targeting the right skills. Next, our employee benefits consulting experts will help ensure you retain your employees through competitive compensation and benefits packages, effective retirement solutions, and robust training programs that emphasize upskilling, reskilling, and cross-training — all while building an overall culture of workplace wellness.
With your employee retention strategies in place, our construction succession planning consultants will be there when it’s time to consider the future of the business. Whether you’re exploring a sale or transitioning the business to a family member or new executive team, we’ll help you explore your options, exit the company on your terms, and take the next step with holistic wealth planning.
With 100 years of experience working alongside construction industry companies, we understand the nuances of accounting, tax, and business operations and planning, and have the technical depth to help you execute your vision. It’s never too early to explore your options with our multidisciplinary team; let’s get started today.
Expertise
Modernize operations, reduce risk, and achieve more
No two organizations operate the same, and there’s no single digital solution or roadmap that’s right for all. In the dynamic world of digital transformation, having a clear strategy is paramount. By tailoring solutions to your organization's unique vision and needs — from ERP systems to AI — we ensure that technology serves your business, not the other way around. By focusing on aligning your business goals with technological capabilities, we can help you address technical debt and position your organization to embrace innovation with clarity and confidence.
Our consultants will meet your organization where you’re at and guide you to your next level of IT maturity. Our comprehensive approach and methodologies, developed and proven over decades of successful engagements, help you cut through the noise of a multitude of technologies, solutions, providers, and consultants vying for attention.
Each of our professionals brings a unique mix of industry, technology, process, business strategy, and change management expertise. Together, we enable rapid near-term project outcomes while also strengthening your digital culture to support long-term tech-enabled success. Ready to get started? So are we. Learn how we can help.
Solutions
The digital landscape is constantly shifting, and it can be difficult to know whether the tools, processes, resources, and capabilities you have today are enough to serve you through tomorrow. Here’s how we can be that trusted technology partner and business advisor you need for the digital present and future:
Digital strategy: A roadmap to align technology with business goals
When digital strategy aligns with your organizational goals, you won’t invest in tech that doesn’t move the needle. But in conversations about technology, we’re often asked: What exactly is digital strategy? We explain
In our conversations with business leaders about technology, we often refer to having a “digital strategy” and find that many organizations aren’t familiar with, or don’t yet have, this important framework in place. So, what is digital strategy? To put it succinctly, digital strategy is a roadmap for how an organization can best spend its limited funds on technology and how that technology can enhance operations, staff performance, and customer experience — now and into the future.
Optimizing your organization’s technology investments requires a close look at the enterprise applications and related technologies you use to ensure they work together to avoid gaps and, at the same time, that you’re not spending money on duplicative tech. Digital strategy integrates people, process and policy, and technology, prompting a look across the organization to ask critical questions such as: How well are we leveraging our tech stack to conduct business? Where is there underutilization? How does the utility of our technology extend to internal and external stakeholders? Do we have visibility into key performance metrics? Where are we going, and what technology do we need to help get us there? How are we thinking about artificial intelligence? Are we researching opportunities on how to use it to solve business problems, developing strategies that will guide adoption, and implementing those plans with the same project management structure as other tech projects?
Alignment is key: Digital strategy should support business strategy
Effective digital strategy starts with your organizational strategy. Does the strategy indicate growth through acquisition? Are you considering international expansion? Is there a plan to accept equity investment in the future? When digital strategy aligns with the goals of your enterprise, you won’t invest in technology that doesn’t move the needle. This might sound straightforward, but it’s often missed when organizations get focused simply on the tech itself. Technology is an enabler; it should be there to support and advance overall organizational strategy and goals.
When digital strategy aligns with the goals of your enterprise, you won’t invest in technology that doesn’t move the needle.
Case in point: AI. Or automation. Or the cloud, or “big data,” or machine learning. An aligned digital strategy keeps you focused on your strategic business initiatives as new technologies gain traction and you begin to consider investing in and integrating them. Whether your mindset is “jump in,” “not for us,” or “wait and see before we spend,” digital strategy aids the decision-making process.
Digital strategy at the intersection of people, process, and technology
The process of building your digital strategy and the roadmap to carry it out begins with understanding how people, process and policy, and technology work together in your current state.
From a technology perspective, how does your organization leverage its tech today? What tools are in your tech stack? What are the pain points and gaps? What works well? What tools are no longer supported by publishers, introducing risk to the organization? Is the organization dependent on proprietary tools that depend on a single resource? Often, we encounter organizations with custom-built solutions that work sufficiently for meeting business needs. The applications are fit for purpose, but when an enterprise doesn’t have the right standards or processes and policies in place, the apps may be introducing significant risk. Additionally, changing compliance and elevating cybersecurity threats can serve as meaningful risks to the custom development model.
People also are a key component of digital strategy, although it’s common for organizations to lose sight of this important reality. How are you currently staffing around tech and the deployment of new technologies? Do you plan for backfill of positions that are core to operations during larger-scale implementations? Where are the constraints? What’s your organizational culture around technology? How do you handle change management and leverage tech to help attract talent?
People also are a key component of digital strategy, although it’s common for organizations to lose sight of this important reality.
Digital strategy visioning, timelines, and budget
Along with documenting current state, building your digital strategy is incomplete without deliberate planning. Timelines and budget also play key roles as your vision informs how you build out your strategy and roadmap. Let’s say you’re working toward an M&A transaction in the next three to five years. In that situation, your digital strategy might not include investment in a new ERP system, since it could be difficult to generate a return in that time frame. Instead, your strategy might include an alternative solution that still enables improved business processes without an overarching transformation or simply leveraging analytics tools to provide adequate visibility to KPIs. Or you may have some technology projects that have time-sensitive requirements where hardware availability may be impacted by changes in global trade policies. Your strategy may be to pull forward parts of project schedules to mitigate impacts. Each organization is going to be uniquely positioned on their digital strategy journey.
Digital strategy roadmap and building the business case
You’ve mapped current-state people, processes, and technology; your executive team shares a clear organizational vision and has identified timelines for anticipated milestones; and you’ve allocated a realistic budget. Your roadmap brings it together.
The most effective digital strategy roadmaps include multiple possible paths forward, each with pros, cons, and associated budgets. Some solutions might offer quick-hit improvement while others, such as the ERP investment mentioned earlier, will take longer and result in greater change. Strategies successfully leveraging emerging technologies like AI may seem harder to plan for, but are there ways to deploy use cases to estimate the positive business impact?
There’s no single or “right” path for an organization, and establishing the business case for each is critical. For example, a new inventory management system under consideration by a manufacturer might increase inventory by 1.5 turns, saving the company $3 million in annual cash flow. Or, automation of a collection and cash application process will reduce headcount by 2.5 FTE. Your use cases should be specific.
A sound digital strategy and roadmap are powerful and organic; they flex as the organization’s unique business needs and objectives change.
Digital strategy as a platform for continuous improvement
The roadmap to carry out your strategy should include workstreams and key performance indicators (KPIs) to ensure it advances organizational goals. Your roadmap can also be leveraged as a tool to jump-start a governance or oversight committee that meets regularly to review progress, make modifications, and pivot based on new business needs.
When done well, your digital strategy and roadmap can serve as an ongoing management tool that drives continuous improvement and offers a new way for executives to manage tech investments as well as risks. For example, cybersecurity has impacted (or should have!) every organization’s digital strategy in the past 15 years, requiring new policies and layers of risk mitigation. In this way, a sound digital strategy and roadmap are powerful and organic; they flex as the organization’s unique business needs and objectives change over time to enable success.
Embrace opportunity. Unlock transformation.
Advances in artificial intelligence (AI) — including machine learning, deep learning, and generative AI — are continuing to accelerate and fundamentally disrupt the business landscape. As the rate of impact on your organization grows, now is the time to prepare to adopt AI strategically and seize opportunities effectively.
If organizations don’t adapt with AI in mind, they risk being left behind or missing out on potential business improvements. The good news is there’s no shortage of ways that AI can help your business, including predictive analytics, dynamic scheduling, supply chain optimization, machine learning algorithms, and automated decision-making.
However, it’s critical to ensure you have the appropriate infrastructure, processes, and data management in place first. This will put your organization in the best position to mitigate cybersecurity and ethical risk exposure, as well as comply with new governance and regulatory requirements. In fact, we know this from firsthand experience: We’ve adopted an innovative, risk-conscious approach to our firm’s own AI transformation. We understand just how vital it is to get it right, while remaining open and responsive to ongoing change. By determining where AI technology intersects with your organizational needs, you can increase operational efficiency for a competitive advantage.
Technology evolves quickly. With a powerful combination of technology experience and industry expertise, we’re ready to be the trusted advisor you need on your fast-paced AI journey. Explore our insights below to learn how you can enhance organizational success using AI.
Expertise
Cybersecurity should be a concern for your entire organization — not just your IT department
In today's digital landscape, the threat of cybersecurity incidents looms large, often originating from the most unexpected places. These incidents can catch your organization completely off guard, affecting all aspects of your business. At the core of protecting your company lies a fundamental truth: it's not just the responsibility of your IT department. It requires a unified commitment from your entire organization, from board leadership and executive teams through every business unit. But the stakes are even higher. Your existing customers, potential clients, and dedicated staff expect nothing less than robust protection. A single cyber event can leave a lasting scar on your brand's reputation, and it doesn't stop there. The financial implications can be significant, impacting your bottom line in ways you never anticipated.
By focusing on the three vital components driving your organization — people, processes, and technology — we can help you adopt a comprehensive and proactive approach to safeguarding your organization. Our goal is to assist you in achieving a holistic cybersecurity strategy that leaves no stone unturned.
From conducting thorough risk assessments to developing robust incident response protocols, our methodology covers the entire spectrum of cybersecurity. We go the extra mile by employing cutting-edge testing techniques that replicate the tactics used by real-world cybercriminals. This risk-based approach ensures that the confidentiality, integrity, and availability of your systems and data remain uncompromised while adhering to the necessary security and privacy regulations.
Our unwavering commitment is to equip your entire organization with an understanding of the complex cybersecurity challenges you’ll likely face. By doing so, we empower your people, enhance your processes, and fortify your technology against both known and unforeseen threats. Rest assured, we are dedicated to providing you with practical and cost-effective solutions that enable you to make informed decisions and to protect what’s most important to you and your clients and customers.
With our comprehensive range of services and expertise, we’re dedicated to supporting your organization's cybersecurity endeavors, enabling you to achieve resilience and peace of mind in an ever-evolving digital landscape.
After a rigorous accreditation process covering policies, processes, and competencies, our cybersecurity experts achieved CREST certification for penetration testing in December 2024. After fulfilling training and volunteering requirements in data privacy and cloud security systems, our cybersecurity experts achieved CSA Trusted Cloud Provider certification and entered the STAR program in March 2025. In late 2024, the Cybersecurity Maturity Model Certification program became the official DOD program for protecting Controlled Unclassified Information (CUI), and our experts are certified to navigate these extensive cybersecurity requirements to assist you in your compliance remediation journey.
Solutions
Your cybersecurity transformation starts here. Whether you’re at the initial stages of developing and implementing cybersecurity policies, have undergone exhaustive testing and audits, or have a long history of issuing SOC reports, we possess the capabilities and expertise to elevate the maturity of your cybersecurity programs. Our comprehensive service model ensures that every facet of your business is covered, equipping your entire organization to implement and maintain a resilient and effective cybersecurity framework.
Expertise
Understand the requirements and act strategically
For many industries and organizations, cybersecurity compliance is no longer optional. The ever-evolving landscape of regulatory requirements poses significant challenges in demonstrating adherence to essential cybersecurity frameworks. Failing to grasp the intricacies of these regulations exposes your organization to substantial risks, such as expending resources playing catch-up, falling behind your clients’ needs and expectations, and potential penalties and fines for noncompliance.
Our team of experts recognizes that cybersecurity compliance goes beyond a mere checkbox exercise; it requires proactive preparation, comprehensive understanding, and swift action to keep up with regulatory changes. Our primary objective as your trusted advisors is to help you comprehend the implications of each requirement for your business, both now and in the future, ensuring that you consistently align with evolving regulations and client expectations.
Our deep bench of nearly 100 staff dedicated to providing cybersecurity solutions offer relevant expertise, insights, and experience to stay in compliance with various frameworks. We’re one of only 32 nationally approved HITRUST assessors providing PCI and ISO services, and we’ll bring that experience to every part of our relationship with you.
Compliance solutions tailored for you
Our mission is your long-term success. That’s why we take a collaborative “one-firm firm” approach with experts from every industry and practice area to help you stay in compliance with various cybersecurity frameworks and industry-specific regulations.
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In late 2024, the Cybersecurity Maturity Model Certification (CMMC) program was officially established as the Department of Defense (DoD) program for protecting Controlled Unclassified Information (CUI) and sensitive contract information. These extensive cybersecurity requirements apply to the entire government contracting supply chain. Our experts can help you at any stage of your CMMC compliance journey, starting with a thorough CUI data mapping exercise to help you determine the scope of your compliance requirements through a full CMMC assessment, leaving you with a detailed roadmap to address control gaps and risks. Our team can assist you in your compliance remediation journey by providing advisory services to assist with addressing control gaps. Our team can also assist in your self-assessment activities.
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Do you understand the compliance frameworks that best align with your organization’s goals and requirements? We’ll help you determine whether your control structure meets the requirements and consider optional frameworks that can benefit your business.
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The Cloud Security Alliance’s (CSA) Security, Trust, Assurance, and Risk (STAR) documents security and privacy controls provided by popular cloud providers. We’ll guide your organization through different levels of assurance to meet STAR requirements.
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Proving compliance with complex regulations and frameworks is necessary for every organization. Our experts can perform a general attestation on a multitude of topics so you can show your customers and stakeholders that you’re meeting these requirements.
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Does your organization store healthcare data or consider itself a business associate to HIPAA-covered entities? Our HITRUST experts can help you understand the fine print and achieve HITRUST certification to meet all HIPAA security rules.
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Is your company ISO 27001-certified or considering certification? Our experts can provide recommendations on strengthening your security measures to meet ISO requirements and lead you through the certification process to improve customer confidence.
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The Minimum Acceptable Risk Standards for Exchanges (MARS-E) provides a comprehensive approach to privacy and security that aligns with federal requirements for the Patient Protection and Affordable Care Act. We’ll evaluate your policies and procedures to determine if they’re compliant with MARS-E.
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The Supplier Security and Privacy Assurance (SSPA) Program delivers Microsoft’s data processing instructions to suppliers working with personal data and/or Microsoft confidential data. We’ll help your organization understand the benefits of this program and meet the requirements to enroll.
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If you interact with payment cards issued by one of the five major payment card companies (VISA, MasterCard, American Express, JCB, and Discover), you need to meet the requirements of the Payment Card Industry Data Security Standards (PCI DSS). As a Qualified Security Assessor (QSA) certified by the PCI Security Standards Council, we can help you prepare for, achieve, and maintain compliance with the PCI DSS.
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The SWIFT Customer Security Controls Framework (CSCF) is a set of mandatory and advisory security controls to be implemented by SWIFT users. A security attestation must be completed by an independent party and submitted annually. As a SWIFT Certified Assessment Provider, we’ll help your organization prepare for and complete annual security attestation requirements.
Expertise
Cybersecurity consulting that anticipates your needs
When it comes to cybersecurity, are you being proactive, or just keeping up? Unfortunately, for many businesses, the latter is often the honest answer, or sometimes the situation is even worse. It can be challenging to fully grasp the seriousness of the cybersecurity risks your organization faces, and it’s easy to assume that your IT department has everything under control. However, in today’s ever-evolving threat landscape, a single cybersecurity incident can originate from any source and have a catastrophic impact on your business.
That’s why it’s crucial to have a deep understanding of your unique cybersecurity environment and develop a comprehensive strategy that’s actionable and aligned with your budget, priorities, and organizational culture.
We use industry-leading testing methodologies and current threat intelligence to provide a comprehensive evaluation of your company’s strengths and weaknesses. We’ll help you establish the critical controls, implement effective processes, and leverage the right technologies to safeguard your organization and enhance the overall effectiveness of your cybersecurity programs. You’ll gain improved awareness, actionable insights, and practical recommendations for remediation, empowering you to make well-informed risk decisions — thus enhancing the overall resilience (confidentiality, availability, and integrity) of your organization.
Helping your organization through the cybersecurity lifecycle
For over 25 years, we’ve performed thousands of cybersecurity consulting projects across dozens of industries. No matter where you are on the cybersecurity roadmap, we can help you to make better decisions and protect your organization against risk.
Here's how we'll help:
Cloud security reviews
Cloud-based technologies are transforming the way many businesses operate, from connecting systems and technologies to storing critical data. But cloud technologies are also highly at risk for cyberattacks, particularly if they interconnect with public-facing networks. Our cloud security reviews will identify any gaps or vulnerabilities that exist in your cloud systems and offer suggestions for protection and remediation.
Common framework assessments (CMMC, NIST, HIPAA, etc.)
When it comes to effectively managing your cyber risk, it can be confusing as to what standard or framework to use. There are many to choose from — NIST, CIS, CMMC, HIPAA, etc. — but not all governance models are applicable. We can help you develop and integrate a risk governance framework that is manageable and sustainable for your organization and culture.
Cyber advisory services
Has a cyberbreach or recent assessment uncovered vulnerabilities? Or are you looking to strengthen your cyber risk management? Unlike a specific, project-based engagement, our cyber advisory services are designed to help throughout the cybersecurity and risk lifecycle. We’ll look at your people, processes, and technology to help make incremental — and economical — improvements on a consistent basis.
Cyber due diligence
Conducting due diligence on technology systems, policies, and operations can help protect against cybersecurity threats as well as address significant gaps and issues that may inhibit operations or put your organization at risk.
Cyber KPIs
You’ve invested in cybersecurity, but is it enough? To really understand where you’re vulnerable, it’s important to track your efforts. Our CyberKPI dashboard solution combines metrics and performance indicators to provide high-level visibility into your security posture in four key areas: network activity, endpoint/data exfiltration, user access, and activity access. We can help tell the story of what’s working and what needs attention.
Cyber solutions
Our cyber services are holistic and run the gamut of risk, security, infrastructure, and compliance solutions. Our expertise includes:
Hardware and cloud security reviews
Cyber tool selection
Cyber tool reviews (Zero Trust)
Cyber tool implementation and tuning services
Solution optimization
Cyber technology stack reviews
When it comes to evaluating existing technology systems, it’s more important to understand what isn’t working than what is. Inefficient or unreliable technologies open your organization up to risk; our technology stack reviews can ensure you have the right systems in place to protect your organization and safeguard the sensitive data you store.
Internal controls design and implementation
If you’re looking to strengthen your internal controls, we have a range of customizable services to help move you forward. Each of our solutions can be selected on their own as needed or as a comprehensive suite of services. We can help you at any step of the process, from general risk assessment through control design and testing to operational remediation.
Microsoft 365 assessments
Because of its popularity and widespread use, Microsoft 365 is a frequent target for hackers. Loose or incomplete implementation of the platform presents significant risk to your organization — both inside and out. Our Microsoft 365 cyber assessment consists of four phases: risk profiling, configuration assessment, security road mapping, and, most importantly, ongoing support. Our experts can help you make Microsoft 365 a secure, optimized, and collaborative technology tool.
Penetration testing
Our penetration testing services employ the same methods used by real-world cybercriminals — from external “drive-by” attacks to malicious insiders — and can help your organization prepare and protect against this constantly evolving threat.
Risk assessments
Is your organization in compliance with the long list of cybersecurity regulatory requirements? Our risk assessment services can help. We’ll interview your staff, review your documentation and technical procedures, and examine your security configurations to help you understand your technology landscape and remain in compliance.
Seven-point cybersecurity assessments
Do you have confidence in your cybersecurity controls? If you’re unsure, you’re not alone. Our seven-point cybersecurity assessment services will review the current state of your environment and map it to a desired baseline in seven key focus areas. We find this helps our clients maintain compliance with security and privacy regulations and attain confidence in their ability to proactively respond to risk.
Web application, mobile application, and API security reviews
Whether you develop your own applications in house, use contractors or vendors to develop systems, or use off-the-shelf applications, almost all contain software flaws or vulnerabilities. We help our clients identify these flaws and remediate the risk prior to a bad actor exploiting them.
Expertise
Protecting your clients begins with protecting yourself
The challenges related to data privacy are constantly changing and intensifying, as existing and proposed regulations become increasingly stringent. These regulations aim to guide organizations through the complex landscape of data privacy, but given the volume of data many companies collect on a daily basis, the task of protecting this data quickly becomes overwhelming. As a result, businesses that collect and store data must confront this risk head-on. Neglecting to establish strong data security and privacy measures exposes these organizations to financial, legislative, and reputational consequences — even in the absence of a major cybersecurity event.
We understand the risk and compliance requirements you face and are equipped to help establish an effective data privacy control environment. Our services encompass a comprehensive mapping of your data environment aimed at minimizing your vulnerability to cybersecurity threats. If an independent audit is necessary, we’ll conduct the audit, furnish findings for remediation, and provide detailed recommendations for improvement.
If a more comprehensive approach is needed, we offer tailored assistance, including the development and implementation of data privacy policies, incident response protocols, and stronger controls over access to your sensitive data. We firmly believe that safeguarding data isn’t just ethically sound, it’s a competitive advantage.
Data privacy and protection
If you think that managing and protecting data is only the responsibility of your IT team, think again. It takes a concerted, organization wide effort to ensure that you have the right systems and controls in place to safeguard the data you retain. With experience across all industries, and a dedicated team of nearly 100 cybersecurity experts, we have the resources you need to prioritize cybersecurity and avoid risks to your organization.
Our data privacy and protection services include:
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Privacy and security regulations go well beyond the federal and state level. Whether you’re an SEC-registered company looking to remain in SOX compliance or a local retail company who must comply with PCI DSS, we can provide a concise overview of your compliance status and suggested remediation measures.
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Do you know what standard or framework should be used to effectively manage your organization’s risk? There are many to choose from — NIST Cybersecurity, COSO/COBIT, CIS Critical Security Controls, ISO 270001 — but it’s important to select the right one for your needs. We’ll help you develop a governance framework and cybersecurity roadmap that’s manageable and sustainable for your organization and culture.
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Are your data repositories documented and accessible? Between databases, backups, copies of data stores, applications, and security logs, data can be spread through many different locations within your organization. It’s crucial to know where your data is stored and how that might put your organization at risk. Our data mapping services can help.
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Even the strongest cybersecurity defenses aren’t a guarantee of safety — that’s why having an incident response plan is essential. We’ll help you create a comprehensive plan to maintain business continuity, minimize damage, and protect you from legal, insurance, and other costly issues.
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Reaching a moving target like privacy regulations requires a proactive approach. Our highly experienced team can help you maintain compliance with several frameworks, including HIPAA, PCI DSS, CSA STAR, and many others.
Expertise
Manage and mitigate cyberattacks
Cyber resilience goes beyond preventing or responding to a data breach — it's your organization’s ability to adapt to and recover from a cyberattack. If your organization has a high level of cyber resilience, a cyberattack is much less likely to get in the way of business continuity. That’s where our cybersecurity experts can help.
We specialize in incident response and digital forensics (often referred to as “cyber forensics”) to investigate and manage cyberattacks and provide guidance to continually enhance your cybersecurity posture. We follow a comprehensive approach to incident response and digital forensics — including legal best practices — to cover every angle and answer any questions you might have.
As we work with your organization, we focus on three considerations: people, process, and technology. Our services are designed to help you manage cybersecurity risks and maintain effective controls, no matter what comes your way. We have nearly 100 dedicated staff members focused on supporting your organization’s cybersecurity endeavors, offering relevant expertise and insights, and bringing significant experience to tackling your incident response and digital forensics needs. We’ll help you meet your business goals and objectives with custom solutions that address complex cybersecurity issues.
Maximize security and respond proactively
Proactive, strategic planning can ready your organization to defend against even the most malicious cyberattacks — and respond with confidence and agility when the time comes.
Here’s how we can help:
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A disaster recovery plan (DRP) is an important component of your business continuity plan (BCP). Plan creation involves understanding the data, applications, and systems that are critical to your business and establishing processes to contain, analyze, and track any incident that occurs. We’ll support development or review and provide feedback on your BCP, DRP, and overall procedures to keep your company secure.
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The Electronic Discovery Reference Model (EDRM) provides a framework for the recovery and discovery of digital data, including criminal evidence discovery. Our experts will follow a nine-step process to help your organization gather and assimilate electronic data during the legal process by classifying, tagging, and making information searchable to protect your organization from data loss and support litigation.
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Our digital forensics and legal experts will follow our comprehensive process to identify digital evidence for collection, determine a strategy for data collection and preservation, analyze the digital forensic copy, and prepare a summary report that details our findings while also providing litigation support when needed.
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Does your organization have a comprehensive plan to identify, contain, and recover from cyberattacks? Following our comprehensive six-step incident management process, we’ll investigate any breaches that occur to determine the origin of the attack, when it occurred, and the potential impact zone, and prepare a document summary of the event highlighting lessons learned and updates your organization can make to be better protected in the future.
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Unsure about how to handle an incident if one unexpectedly arises? We’ll make sure you have an incident response plan (IRP) in place that covers everything from start to finish and helps you take a proactive, strategic approach to incident response.
Expertise
Prepare now and keep vulnerabilities in check
In today’s world, organizations won’t get far without keeping up with new technology, all while finding ways to maintain older (but necessary) ones. Opportunities may be present around every corner, but so too are bad actors looking to exploit technological weaknesses, infiltrate your network, and obtain sensitive information from your staff and customers. From external, “drive-by” attacks to targeted attacks by knowledgeable insiders, it’s vital that your organization ensures the safety and security of your systems, both old and new. That’s where our cybersecurity experts can help. We’ll simulate real-world threats and scenarios to assess your current systems, provide recommendations to improve security measures, and prepare your organization to tackle internal and external threats head-on with confidence.
With more than 30 years of experience, our team of cybersecurity experts help organizations with several versions of penetration testing for a safe and secure working environment. We’ll take a holistic view of your organization — your people, processes, and technology — to protect you not just from the threats you’re aware of, but those you haven’t even considered.
After a rigorous accreditation process covering policies, processes, and competencies, our cybersecurity experts achieved CREST certification for penetration testing in December 2024. After fulfilling training and volunteering requirements in data privacy and cloud security systems, our cybersecurity experts achieved CSA Trusted Cloud Provider certification and entered the STAR program in March 2025.
Penetration testing services for security and peace of mind
With a full line of cybersecurity services and a deep bench of experts, we help our clients build sustainable systems and respond to unexpected threats efficiently and effectively.
Internal/external penetration tests
Do you understand where cyberattacks are coming from and the tactics used to launch them? We’ll help you understand how attacks occur from the internet and within your organization using manual penetration test techniques based on real-world threat intelligence so you’ll always be prepared.
Mobile application security
Are you monitoring threats coming from mobile applications? We’ll perform application programming interface (API) and mobile application security tests in a simulated environment to identify vulnerabilities and risks associated with data collection and analysis in iOS and Android platforms.
Red team/blue team exercises
You want your entire organization to be prepared when an attack occurs. We’ll conduct red team and blue team exercises so your people can understand how attacks occur and how to respond to them holistically and efficiently.
Security configuration reviews
Secure technology is essential for the day-to-day activities of many organizations. We’ll assess your current configurations and determine whether current security measures are deployed in a manner that supports secure infrastructure and processes for your applications, including Microsoft 365.
Social engineering
Phony emails (phishing), phone calls (vishing), and text messages (smishing) are common ways hackers attempt to siphon sensitive information from your organization. We’ll test end users’ awareness and response to these social engineering attacks to keep your company’s people, data, and enterprise information safe and secure.
Vulnerability scanning & vulnerability management
Are there misconfigurations and missing patches within your organization’s network? We’ll perform vulnerability scans to identify critical and high-impact vulnerabilities and provide a full analysis on how you can address those gaps most effectively.
Web application testing
Attacks on web applications can come from both authenticated and unauthenticated users. We’ll perform web application tests with varying levels of permissions to assess the security controls and secure coding in the web application and host, as well as APIs if applicable.