Your Safeguards Readiness Review is booked

Thanks for booking. You will get a calendar invitation by email with the meeting details. If it has not arrived in a few minutes, check your junk folder.

What happens on the call

• We walk through the checklist against how your firm actually works today.
• We identify which Safeguards Rule requirements you already meet and which ones have gaps.
• You leave with a short written summary, whether or not you ever work with us.

It takes about thirty minutes and there is no charge.

Before we talk

Have a rough idea of how many people work in the firm, what tax software you run, and where your client files live. Nothing formal, just enough that we are not guessing.

Questions before then, call 480-937-7021 or reply to the confirmation email.

Asteroid IT, Gilbert, Arizona.