Tabush Group's Cloud & Managed IT Blog

Cybersecurity Compliance Checklist for Financial Services Firms

A financial services cybersecurity compliance checklist maps the firm’s applicable regulatory obligations to repeatable IT controls, named owners, and evidence.

For many firms, keeping up with SEC, FINRA, GLBA, and PCI DSS can quickly become complicated. This guide breaks the process into clear, practical steps your IT and compliance teams can actually use.

10 IT Mistakes Costing Accounting Firms in 2026

IT for accountants should support the way a firm actually works. Technology, security, process, and support decisions that are disconnected from accounting workflows create downtime, lost staff time, compliance exposure, and client-service risk.

Co-Managed IT for Accounting & Finance Firms

Your firm already has internal IT. Maybe a controller or an office manager who took on the role, or a small IT team that handles the whole office. 

While this may work for the day-to-day, the team is often stretched thin during busy season or when there are multiple competing priorities. This leaves their IT vulnerable to downtime and cyberthreats.