Resources
Two short downloads. No sales call.
One-pagers we use on real engagements. Short form, instant delivery — the PDF opens the moment you submit.
Wire Verification Protocol for trust accounts
One page you can pin above the bookkeeper's desk: the callback rule, dual-approval flow, DMARC posture, lookalike-domain spotting, and the exact first-hour recall steps if a wire has already left.
10-question OCG-readiness self-check
Ten questions covering MFA, backups, WISP, IR contact, cyber/LPL coverage, trust-wire callback rule, training, questionnaire library, encryption, and former-client notification. Ten minutes.
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