For Houston CPA and tax firms, independent insurance agencies, registered investment advisers, and title and real-estate law firms. The controls that stop a fraudulent wire are the same ones a cyber insurer now asks about, handled through managed IT and FTC Safeguards compliance.
Houston is the largest professional-services market in Texas and the offices are spread across all of it rather than concentrated in one district. Accounting and advisory firms cluster around Greenway Plaza and the Galleria, insurance agencies sit along the Energy Corridor and in Westchase, registered investment advisers work downtown and in Uptown, and title and settlement offices move with one of the most active property markets in the country.
Almost all of them are financial institutions under the FTC Safeguards Rule, which requires a written information security program and has no small-firm exemption. The size of the market is what makes it easy to assume someone else has already checked. Usually nobody has.
The Texas Medical Center also puts a large number of independent physician practices inside the same metro, under HIPAA rather than the Safeguards Rule, which is why this page is not only about financial offices.
Title and real-estate law firms move large sums by wire on a published closing schedule, which is exactly the pattern business-email-compromise crews look for. Wire-fraud defense is the first layer: hardened email and identity, and an out-of-band callback before any funding instruction moves.
The second is staying insurable. The controls a carrier asks about at renewal are the same ones the rule already requires, so cyber-insurance readiness is mostly a matter of evidencing what should already be running. The third is keeping client data out of public AI tools under a written policy, which is AI-use governance.
We 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. It is a gap report and a plan, not a certification or a guarantee of compliance.
We are based in Houston, so onsite here is a drive rather than a trip: inside the Loop, out along Beltway 8, and along the Grand Parkway. Most work is remote because most work does not need hands on a device, and the visits that do get scheduled rather than queued.
Nearby: Bellaire, Sugar Land, Katy, and the rest of the Houston metro.