Cybersecurity that fits where you are.

Start with a free readiness snapshot. Then choose the right path — self-service documents, targeted advisory, or senior-led support.

Start With a Free Readiness Snapshot
28-question assessment · ~5 minutes

Answer practical questions across policies, access, incident response, vendor readiness, and AI governance. Get a directional view of your readiness and next steps.

Moderate
readiness
Security Policies
Incident Response
Access Controls
Client / Insurance Readiness
Recommended next step Strengthen incident response and documentation before client or insurer review.

Directional guidance only. Not a penetration test, audit, certification, or guarantee of security.

Experience built in regulated environments

American Express — Internal Audit Group
Deloitte — Cyber Risk Advisory
Morgan Stanley — Wealth Management Security
American Express — Internal Audit Group
Deloitte — Cyber Risk Advisory
Morgan Stanley — Wealth Management Security
American Express — Internal Audit Group
Deloitte — Cyber Risk Advisory
Morgan Stanley — Wealth Management Security

Employer names reflect professional experience only. TRM Solutions, LLC is an independent advisory practice and is not affiliated with, endorsed by, or sponsored by any current or former employer.

How It Works

Two ways to work
with TRM Solutions

Whether you need a document today or a strategic partner for the months ahead, there's a path designed for where you are right now.

Option 1

Start Self-Service

Get professionally drafted documents — built from audit and advisory experience — tailored from your inputs and delivered as editable Word files. No engagement, no call required. Start in minutes.

Starting at $99 · Instant delivery · 30-day money-back guarantee
  • Free 28-question Security Assessment (instant)
  • Incident Response Plan Starter Kit — $99
  • Acceptable Use Policy Starter Kit — $99
  • Phishing Awareness Campaign Pack — $99
  • Vendor Questionnaire Response Pack — $99
  • Custom Cyber Readiness Scorecard — $149
Option 2
🎯

Work With a Senior Advisor

Senior-led engagements for organizations that need real assessment, strategic guidance, or hands-on program development — not just documents. Every engagement delivered personally by Teddy, not junior staff.

From $1,500 · Fixed scope · Delivered in weeks
Now accepting Q2 2026 advisory engagements
  • Security Maturity Assessment — $3K–$8K
  • Ransomware Readiness Assessment — $3K–$6K
  • Incident Response Tabletop — $3K–$6K
  • AI Governance Quick Start — $3.5K–$7.5K
  • Core Security Policy Package — $3.5K–$7.5K
  • Virtual CISO Retainer — from $3K/month
Book a 15-Minute Call →

Not sure which path fits? Start with the free assessment. Your results will point you toward the right self-service tools, the custom scorecard, or a senior-led advisory conversation — based on where your gaps actually are.

Take the Free Assessment →
Who We Serve

Built for companies growing
faster than their security program

TRM Solutions works with organizations at the stage where security becomes a business requirement — before you have a CISO, but after you can't afford to ignore it.

🚀

SaaS & Technology Companies

Seed through Series B companies facing a first SOC 2 requirement, enterprise security questionnaire, or board-level governance questions — without a full-time security team.

⚖️

Law Firms & Professional Services

Firms holding sensitive client data who face enterprise client due diligence requirements, regulatory scrutiny, or need to demonstrate a working security program.

💼

Financial Services & RIAs

Investment advisors, fintechs, and financial services businesses preparing for SEC examination, GLBA compliance, or client-driven security requirements.

🛡️

SMBs Preparing for Cyber Insurance

Companies navigating tighter underwriting requirements, applying for first-time coverage, or responding to insurer questionnaires without internal security resources.

🤖

Companies Adopting AI Tools

Businesses using AI tools like ChatGPT, Copilot, or Claude without formal governance — facing client, insurer, or auditor questions about AI risk and data handling.

📋

Vendor & Client Due Diligence Pressure

Organizations asked to complete security questionnaires, provide evidence packages, or demonstrate a security program as a condition of new contracts or vendor relationships.

Where TRM Helps

Four advisory areas.
Delivered personally.

TRM supports growing companies that need practical cybersecurity structure without enterprise consulting overhead. Each of these areas is delivered personally — not handed off to a junior team.

01 — Maturity Assessments

Security Maturity Assessments

Mapped to NIST CSF and CIS Controls to identify practical gaps, priorities, and actionable next steps — not just a score on a slide.

02 — Ransomware Readiness

Ransomware Readiness & Tabletop Exercises

Designed to test real response capability — not just whether a plan exists. Includes scenario design, facilitated exercises, and after-action reporting.

03 — Security Policies

Security Policies and AI Governance Frameworks

Built for practical adoption, client scrutiny, insurance readiness, and internal accountability. Production-ready and mapped to NIST, ISO 27001, and SOC 2.

04 — Executive Reporting

Executive Briefings and Board Reporting

TRM translates cybersecurity risk into business language — so leadership can prioritize action, respond to client scrutiny, and make defensible decisions.

Advisory Engagements

Senior-led advisory services

Senior-led engagements for organizations that need more than a document: assessment, planning, and practical implementation support. Fixed scope. Fixed pricing. Delivered in weeks.

Accepting limited Q2 2026 engagements

Security Maturity Assessment

If you've been asked "do you have a security program?" by an enterprise prospect or your board, this gives you the documented answer. A NIST CSF-based assessment of where your security stands today, scored across eight domains, with a prioritized 12-month roadmap your team can actually execute against.

What's Included

  • Structured stakeholder interviews (3–6 sessions)
  • Documentation and control review
  • Scoring against NIST CSF or CIS Controls
  • Domain-by-domain gap analysis
  • Industry benchmark comparison
  • Prioritized 12-month remediation roadmap

What You'll Receive

  • Executive-ready maturity report
  • Visual scoring dashboard with radar chart
  • Top 10 priority gaps with risk ratings
  • Specific remediation actions for each gap
  • Investment estimates for closing each gap
  • Board-ready presentation deck
Typical Investment $3,000 – $8,000 / depending on scope

Ransomware Readiness Assessment

Your single biggest existential risk as a growing company isn't a sophisticated nation-state actor — it's an employee clicking the wrong link. This assessment evaluates your prevention, detection, and recovery posture against the actual ransomware playbooks targeting organizations your size, and produces a recovery plan that doesn't assume you have a 24/7 SOC.

What's Included

  • Prevention controls assessment (15 key areas)
  • Detection capability review
  • Backup integrity and recovery testing review
  • Network segmentation evaluation
  • Incident response readiness check
  • Tabletop walk-through of a ransomware scenario

What You'll Receive

  • Ransomware readiness scorecard
  • Gap analysis with severity ratings
  • Ransomware-specific incident response playbook
  • 30/60/90-day remediation roadmap
  • Executive summary for leadership
Typical Investment $3,000 – $6,000 / assessment

Incident Response Tabletop Exercise

Your incident response plan is only as good as the team that's practiced executing it. This is a facilitated 2-hour exercise that walks your leadership, operations, and legal/finance teams through a realistic incident scenario — credential compromise, ransomware, or data exfiltration — and produces an after-action report that identifies gaps before an attacker does. Auditors and insurers consistently cite tabletop completion as a differentiator.

What's Included

  • Custom scenario design (ransomware, BEC, data breach, insider threat, or supply chain)
  • Realistic inject timeline with escalating decision points
  • 2-hour facilitated exercise via Zoom or in-person
  • Discussion questions for each inject
  • Real-time observation of decision-making
  • Pre-exercise prep call with key stakeholders

What You'll Receive

  • Detailed after-action report
  • Identified gaps in your IR plan
  • Specific recommendations for each gap
  • Participant evaluation summary
  • Updated incident response playbook (optional add-on)
  • Reusable scenario package for future exercises
Typical Investment $3,000 – $6,000 / exercise

AI Governance Quick Start

Your team is using Claude, Copilot, and ChatGPT to work faster — and your clients, auditors, and insurers are starting to ask what guardrails you have around it. This builds the foundational AI governance layer: an Acceptable Use Policy that allows productivity without leaking sensitive data, an inventory of approved tools, a risk classification framework, and a vendor evaluation checklist for new AI tools.

What's Included

  • AI tool discovery and inventory
  • Risk classification of current AI use
  • AI Acceptable Use Policy drafting
  • Vendor evaluation checklist for new AI tools
  • Data handling guidance for AI inputs/outputs
  • Stakeholder briefing on AI risk fundamentals

What You'll Receive

  • AI Tool Inventory with risk ratings
  • Complete AI Acceptable Use Policy
  • Vendor evaluation questionnaire template
  • Employee guidance on safe AI use
  • Executive briefing deck
Typical Investment $3,500 – $7,500 / depending on scope

Core Security Policy Package

The eight policies a SOC 2 Type I auditor, SEC examiner, or enterprise customer will ask for — Information Security, Access Control, Incident Response, BCP/DR, Vendor Management, Acceptable Use, Data Classification, and Change Management. Production-ready, framework-mapped, customized to your environment. Delivered at a fraction of what a Big Four firm charges for the same output.

Policies Included

  • Information Security Policy
  • Acceptable Use Policy
  • Access Control Policy
  • Incident Response Plan
  • Data Classification & Handling Policy
  • Vendor Management Policy
  • Password & Authentication Policy
  • Mobile Device & Remote Work Policy

What You'll Receive

  • 8 fully drafted, audit-ready policies
  • NIST CSF & SOC 2 mapping document
  • Policy governance & review schedule
  • Employee acknowledgment templates
  • One round of revisions included
Package investment $3,500 – $7,500 / 8-policy package

Security Awareness Training Programs

Annual security awareness training delivered as a live session with your team — not a generic LMS course they'll skip through. Covers the actual attack patterns hitting companies your size right now: BEC against Finance, credential phishing, social engineering. Includes attendance tracking and a completion certificate for SOC 2, HIPAA, or compliance record-keeping.

Program Options

  • Executive security briefing (60 min)
  • All-hands security awareness workshop (90 min)
  • Phishing awareness & simulation training
  • Developer secure coding overview
  • Regulatory compliance training (HIPAA, PCI, SOX)

What You'll Receive

  • Custom slide deck tailored to your industry
  • Interactive exercises and real-world scenarios
  • Post-training assessment quiz
  • Completion certificates for compliance records
  • Follow-up resource guide for employees
Per session / program $2,000 – $8,000 / per engagement

Virtual CISO (vCISO) Retainer

For organizations that need ongoing senior security leadership without the cost of a full-time CISO. A monthly retainer that gives you direct access to a senior practitioner for program oversight, board reporting, audit support, vendor risk reviews, and strategic guidance — as your security program evolves and scales.

What's Included

  • Monthly security leadership hours (scoped to retainer level)
  • Security program oversight and gap tracking
  • Quarterly board / leadership reporting
  • Audit and examination support
  • Vendor and third-party risk reviews
  • Policy and documentation updates as needed
  • Incident response guidance and on-call escalation
  • Direct access via email and scheduled calls

Best Fit For

  • Organizations post-assessment needing sustained oversight
  • Companies under ongoing regulatory scrutiny (SEC, HIPAA, GLBA)
  • Businesses heading toward SOC 2 or ISO 27001 certification
  • Organizations that recently experienced a security incident
  • PE-backed companies preparing for due diligence
Monthly retainer From $3,000 / month · minimum 3-month commitment
Tactical Services

Focused engagements

Scoped engagements for specific security needs. Results in days or weeks, not months.

Starting at $500 · Most delivered in under 1 week
Self-Service Cyber Readiness Tools

Get documents today

Professionally drafted security documents on demand — tailored from your inputs and delivered as editable Word files. A starting point for organizations building their program, or a complement to advisory engagements. No call required.

● Available Now
$99 PAID
🚨

Incident Response Plan

25+ page Word doc · Tailored to your tech stack & team

A professionally drafted Incident Response Plan — built from audit and advisory experience — customized from the information you provide, with RACI matrices, pre-built communication templates, regulatory notification checklists, and a 90-day implementation roadmap.

RACI responsibility matrix
Pre-built notification templates
NIST SP 800-61 aligned
SOC 2 / ISO 27001 ready
90-day implementation roadmap
Severity classification matrix
Regulatory notification checklist
Cloud-specific IR procedures
Post-incident review framework
Customer breach notice draft
● Available Now
$99 PAID
📋

Acceptable Use Policy

AI governance · BYOD · Remote work · Data handling

A comprehensive AUP covering traditional IT use, AI tool governance, BYOD policies, and remote work expectations — with a RACI matrix for BYOD responsibilities, data classification tables, and employee acknowledgment form.

AI tool approved/prohibited uses
Data classification matrix
BYOD requirements & RACI
Remote work security rules
Password & MFA requirements
Email security guidance
Enforcement & violation matrix
Employee acknowledgment form
● Available Now
$99 PAID
🎣

Phishing Awareness Campaign Pack

10 ready-to-deploy scenarios + deployment guide

A library of 10 phishing email templates across 3 waves of escalating difficulty — customized to your tools and team, with red flag analysis, deployment guide, and success metrics with industry benchmarks.

10 phishing email templates
3 waves (low/medium/high)
Red flag analysis per template
Simulated BEC and credential-awareness scenarios
Quick-start deployment guide
KPI benchmarks & targets
Department-specific targeting
Platform-agnostic format
● Available Now
$99 PAID
📋

Vendor Security Questionnaire Response Pack

60+ pre-written answers · SIG Lite · CAIQ · Enterprise forms

When an enterprise prospect sends you a 200-question security questionnaire and you need answers by Friday. A response pack of 60+ professionally drafted, defensible answers organized by NIST CSF domain — customized from the information you provide about your tech stack, maturity level, and compliance posture.

60+ pre-written responses
Mapped to SIG Lite & CAIQ v4
NIST CSF 2.0 organization
Evidence attachment checklist
Cover letter template
Maturity-tier calibration
"Not yet implemented" diplomatic phrasing
Editable Word document
About these documents: TRM Solutions self-service tools are professionally drafted starting points and do not constitute legal, regulatory, audit, insurance, or security advice. All materials should be reviewed, adapted, and approved for your organization's specific legal, regulatory, operational, and risk requirements before use. They are not substitutes for a full advisory engagement. Read the full disclaimer →
Pricing

Transparent pricing.
No surprise scope.

Every TRM engagement is fixed scope and fixed price — quoted before work begins. Self-service tools are instant-purchase with a 30-day money-back guarantee.

Self-Service Tools
Starting at $99

Professionally drafted starter kits, readiness packs, and scorecards — tailored from your inputs and delivered as editable documents. No engagement required.

  • Free 28-question Security Assessment
  • Incident Response Plan Starter Kit — $99
  • Acceptable Use Policy Starter Kit — $99
  • Phishing Awareness Campaign Pack — $99
  • Vendor Questionnaire Response Pack — $99
  • Custom Cyber Readiness Scorecard — $149
Core Advisory Engagements
Typically $3,000 – $18,000

Comprehensive assessments, program buildouts, and ongoing advisory — for organizations that need senior-led analysis, executive reporting, and a structured roadmap.

  • Security Maturity Assessment — $3K–$8K
  • Ransomware Readiness Assessment — $3K–$6K
  • Incident Response Tabletop — $3K–$6K
  • Core Security Policy Package — $3.5K–$7.5K
  • Virtual CISO Retainer — from $3K/month
Book a 15-Minute Call →

All engagements are quoted individually. Scope, deliverables, and investment are confirmed in writing before work begins. No retainer required to start. Contact us with your situation and we'll recommend the right path.

Representative Work

How engagements
typically look

Representative examples of common TRM Solutions engagement types — composite scenarios based on real work patterns. Client details are kept confidential under NDA.

PROFESSIONAL SERVICES · LAW FIRM · ~35 EMPLOYEES

A mid-size litigation firm needed to respond to a client's security questionnaire — and discovered their program had significant gaps they couldn't document.

What We Did
NIST CSF 2.0 maturity assessment across 6 domains, documentation review, stakeholder interviews with managing partner and IT support, gap analysis against client questionnaire requirements.
Deliverables
Security maturity report with domain scores, prioritized 90-day remediation roadmap, completed vendor questionnaire with defensible responses, Information Security Policy and Incident Response Plan.
Outcome
Questionnaire submitted on time. Partner used the maturity report in their next board meeting. Firm began implementing the remediation roadmap over the following quarter.

"We had no idea where to start. The assessment gave us a clear picture of where we stood and exactly what to do next — in plain English, not jargon."

Managing Partner
Litigation Firm, New York Metro
TECHNOLOGY / SOFTWARE · B2B SAAS · ~20 EMPLOYEES

An enterprise prospect put SOC 2 compliance as a contract requirement with a 90-day deadline — the company had no security program and no idea where to begin.

What We Did
SOC 2 gap assessment against all five Trust Services Criteria, prioritized remediation plan, complete policy package drafting, auditor readiness preparation, stakeholder alignment on scope.
Deliverables
8-policy security package (SOC 2 mapped), SOC 2 readiness gap report with auditor-ready evidence checklist, 90-day implementation roadmap, policy governance framework.
Outcome
Company entered formal SOC 2 audit process within 90 days. Enterprise contract signed. CEO described the engagement as "the most efficient use of our security budget to date."

"Teddy moved faster than I expected and the deliverables were genuinely better than what I've seen from much larger firms. We would have lost the deal without this."

CEO & Co-Founder
B2B SaaS, Northeast
FINANCIAL SERVICES · REGISTERED INVESTMENT ADVISOR · ~15 EMPLOYEES

An RIA needed to demonstrate cybersecurity controls to satisfy SEC examination requirements and a key institutional client — with limited IT resources and no security staff.

What We Did
Cybersecurity program assessment mapped to SEC guidance, ransomware readiness evaluation, incident response tabletop exercise, policy documentation, security awareness training session.
Deliverables
Cybersecurity policy suite (GLBA-aligned), IR plan with communication templates, tabletop after-action report, 30/60/90-day remediation roadmap, board-ready risk briefing deck.
Outcome
SEC examination passed without material cybersecurity findings. Institutional client relationship secured. Firm adopted a quarterly security review cadence based on TRM's recommendations.

"Having someone who understood both the regulatory requirements and the practical constraints of a small firm made all the difference. This wasn't generic advice."

Chief Compliance Officer
Registered Investment Advisor, Southeast
Why TRM

Why clients choose
TRM Solutions

TRM combines enterprise-level audit discipline with practical delivery for growing companies.

🎯

You work with the senior practitioner — always

Teddy delivers every engagement personally. No junior staff doing the work, no project managers relaying findings. The person who pitched you is the person who does the work.

🏦

Calibrated at financial-institution scale

Nine years at American Express, Deloitte, and Morgan Stanley means TRM's work meets the standard your auditors, insurers, and enterprise clients will hold you to — not a watered-down SMB approximation.

Weeks, not quarters

Most TRM engagements are scoped, delivered, and closed within 4–8 weeks. When a prospect is waiting on your questionnaire response or your board wants answers before the next meeting, that pace matters.

📋

Deliverables you can actually use

Every document, roadmap, and report is written to be operationalized — not filed in a drawer. Policies are in plain English your team will follow. Roadmaps are sequenced by risk and effort, not theoretical best practice.

💰

Senior-led quality, without the overhead

Comparable work from a major consulting firm can cost tens of thousands of dollars. TRM reduces cost by eliminating overhead, staffing layers, and margin stacking — while keeping the work senior-led, focused, and directly usable.

🔒

Handled with financial-services confidentiality

Every engagement is covered by NDA and handled with the discretion of a regulated financial-services environment. Your security posture, your gaps, and your data stay with us. Client information is handled under confidentiality controls — sensitive client materials are not shared with or used to train external AI models.

Outcomes

What you walk away with

TRM engagements produce concrete, usable artifacts — not slide decks of findings and a list of recommendations you have to figure out yourself.

01

A clear picture of where you stand

Scored maturity assessment across NIST CSF domains, mapped to your actual environment — so you know exactly where you are and can show others the same.

02

Documentation your auditors will accept

Production-ready policies, IR plans, and governance frameworks — written to meet SOC 2, ISO 27001, HIPAA, GLBA, or SEC requirements, not generic boilerplate.

03

A prioritized roadmap you can execute

Sequenced by risk level and implementation effort, tied to your specific gaps and resources — not a 200-item wish list from a framework checklist.

04

Answers for your next prospect questionnaire

Defensible responses to the security questions enterprise prospects and enterprise clients are asking — ready to reuse and adapt as your pipeline grows.

05

A credible story for your board and investors

Board-ready risk briefings and executive summaries that give leadership the information they need without requiring them to understand every technical detail.

06

Confidence heading into an audit

Evidence packages, control mappings, and pre-audit readiness reviews that make the first day of a SOC 2, SEC examination, or customer audit less of a fire drill.

Approach

Assess → Document
→ Advise → Improve

A repeatable framework for building and maturing a security program — applied to your specific environment, risk profile, and resources. Four phases. No surprise scope. Typical engagement runs four to eight weeks end-to-end.

01

Assess

Documentation review, stakeholder interviews, and framework-based evaluation of your current security posture. Gaps identified, risks prioritized, findings mapped to NIST CSF, ISO 27001, SOC 2, or your applicable framework.

Weeks 1–3
02

Document

Policies, incident response plans, risk matrices, and governance frameworks — written to be operationalized, not filed in a drawer. Every document is framework-aligned and built to hold up under auditor, insurer, and client scrutiny.

Weeks 3–5
03

Advise

Findings presented directly to your leadership team — with a prioritized remediation roadmap, implementation guidance, and answers to the questions your auditors, insurers, and enterprise clients will ask.

Weeks 5–7
04

Improve

30-day follow-up support included in every engagement. For organizations that want ongoing advisory, a Virtual CISO retainer provides continuous access to senior expertise as your program matures.

Ongoing
FAQ

Common questions
from buyers

The questions I hear most from law firms, financial advisors, growing companies, and professional services organizations considering their first security engagement.

Rising
Client security requirements — questionnaires, SOC 2, insurance underwriting
Costly
A single incident can create downtime, legal exposure, and client trust issues
Exposed
Most growing companies lack documented policies, tested IR plans, and evidence files
Winnable
Clear security documentation helps close deals, satisfy insurers, and answer auditors
⚖️

"I run a small law firm with 5 employees. Why would hackers target us?"

+

Because you're exactly who they target. Small law firms are among the most frequently attacked businesses in the country — not because of your size, but because of what you hold. Client Social Security numbers, financial records, medical information, legal strategy documents, settlement details, and privileged communications are extraordinarily valuable on the dark web.

Attackers know that small firms typically lack dedicated IT security staff, don't have monitoring in place, and often use shared passwords or outdated systems. A single phishing email to a paralegal can give an attacker access to your entire client file system. And unlike a large corporation, a small firm may not survive the combination of remediation costs, client notification requirements, regulatory fines, malpractice liability, and reputational damage.

Illustrative scenario based on common ransomware incident patterns: A small professional services firm loses access to years of client files after a staff member clicks a phishing link. With no tested backups, no incident response plan, and limited cyber insurance documentation, the result is emergency recovery costs, extended downtime, client disruption, and reputational damage — all compounding at the worst possible moment.

🏥

"We've been in business 25 years without an incident. Doesn't that mean we're fine?"

+

It means you may not have had a visible incident yet — but the risk environment has changed significantly. The attacks targeting businesses today are more accessible and automated than they were even a few years ago. AI-generated phishing emails are increasingly difficult to distinguish from legitimate messages. And automated tools routinely probe internet-connected systems for known vulnerabilities — at scale, continuously, regardless of company size.

The absence of a known incident doesn't confirm the absence of risk. Without monitoring, logging, or periodic assessments, undetected access can persist for extended periods before becoming visible. The question isn't only whether you've been attacked — it's whether you'd know, and whether you'd be ready to respond.

Think of it like a periodic review of any business-critical system — the absence of a visible problem isn't the same as confirmed health. A structured assessment tells you what's actually there.

💰

"Cybersecurity seems expensive. Is it really worth it for a small company?"

+

The cost of doing nothing often compounds in ways that aren't obvious upfront. A focused security engagement with TRM Solutions starts at $1,500–$5,000. But the more important framing is what that investment enables — and what the absence of it costs over time.

Business development: Enterprise clients and government contractors increasingly require SOC 2 reports, completed security questionnaires, or documented security programs before signing. Organizations that can respond credibly win business that others lose by default.

Insurance readiness: Cyber insurers now evaluate MFA, endpoint protection, incident response plans, and employee training as part of underwriting. Organizations without these in place may face higher premiums, reduced coverage, or application complications.

Regulatory clarity: If you handle client PII, health records, or financial data, various state and federal obligations may apply. Understanding your exposure and having documented controls in place is a reasonable starting point regardless of company size.

The practical case: A focused security engagement that helps you win a new enterprise client, satisfy an insurer, or prepare for an audit can pay for itself many times over. The goal isn't to prevent every possible incident — it's to build a defensible, practical security foundation that supports your business.

📋

"My clients haven't asked for any security certifications. Do I really need SOC 2?"

+

They will — and when they do, the companies that are already prepared will win. Five years ago, only large enterprises asked vendors for SOC 2 reports. Today, mid-market companies, law firms, financial advisors, insurance companies, and even small businesses are including security requirements in their vendor evaluation process.

If you handle any client data — and virtually every professional services firm does — the question isn't whether clients will start asking about your security posture, but when. Companies that have a SOC 2 report, a documented security program, or even a basic set of policies are winning business over competitors who can't demonstrate any security controls.

You don't necessarily need a full SOC 2 immediately. But having documented security policies, an incident response plan, and basic controls in place positions you ahead of most small businesses — and it's the foundation everything else builds on.

🔑

"We use strong passwords and have antivirus. Isn't that enough?"

+

These are necessary starting points — but they don't cover the surface area most organizations face today. Strong passwords can be bypassed through phishing, credential stuffing from other breaches, and social engineering. Traditional signature-based antivirus is not designed to catch modern threats like fileless malware or behavioral attacks. These tools are worth having — they're just not sufficient on their own.

Modern security requires layers — what the industry calls "defense in depth":

Multi-factor authentication (MFA) is consistently cited by security practitioners as the single highest-impact control for preventing credential-based account compromise. If your team isn't using MFA on email, cloud storage, and business applications, it's a meaningful gap.

Endpoint Detection & Response (EDR) provides behavioral analysis that catches modern threats traditional antivirus is not designed to detect — including ransomware variants, fileless malware, and living-off-the-land techniques.

Security awareness training helps employees recognize phishing, social engineering, and suspicious activity. Human error remains a leading factor in security incidents, and training is one of the most cost-effective risk reduction measures available.

Backups and incident response planning ensure you can recover if the worst happens — without paying a ransom or losing years of client data.

The good news: implementing these layers for a small business is neither complicated nor expensive. A focused engagement can get you from vulnerable to protected in weeks.

🤝

"I have an IT guy who handles our computers. Doesn't that cover security?"

+

IT support and cybersecurity are different disciplines. Your IT person is great at keeping your network running, setting up laptops, managing printers, and troubleshooting email issues. But cybersecurity requires a fundamentally different skill set — threat analysis, security architecture, compliance frameworks, incident response planning, and risk assessment.

Asking your IT person to also be your security expert is like asking your general practitioner to perform heart surgery. They're both doctors, but the specialization matters enormously.

The most effective model for small businesses is to keep your IT person handling day-to-day operations while bringing in a cybersecurity specialist — like TRM Solutions — to assess your security posture, build your policies and controls, and provide strategic guidance. We work alongside your existing IT support, not against them. In fact, we often make their job easier by establishing clear security procedures and standards.

🎯

"Where should a small business actually start with cybersecurity?"

+

Start with a free assessment to see where you stand, then focus on the highest-impact items first. You don't need to do everything at once. Here's the practical priority order for a small professional services firm:

1. Take our free security posture assessment (3 minutes, no cost). It scores you across 6 security domains and tells you exactly where your gaps are.

2. Enable MFA on everything — email, cloud storage, practice management software. This is the single highest-impact action you can take, and it's usually free.

3. Get a basic set of security policies in place. An Information Security Policy, Incident Response Plan, and Acceptable Use Policy give you a foundation and demonstrate due diligence. TRM can produce these for as little as $1,500–$3,000.

4. Ensure you have working, tested backups. If ransomware hits tomorrow, can you restore your systems? If the answer isn't a confident "yes," this is urgent.

5. Run one security awareness training session. Teach your team to recognize phishing and social engineering. One 60-minute session can reduce your human-element risk by 70%.

Total investment to go from no program to a documented foundation: typically $1,500–$5,000 and 4–6 weeks. That gives your firm a credible security posture to show clients, insurers, and auditors — and a roadmap to keep improving from there.

About

Why a senior practitioner,
not an automated platform

When a growing company faces its first real security pressure — an enterprise prospect asking for SOC 2, a board starting to ask questions, a vendor questionnaire due Friday — the path forward matters. Traditional consulting models can be expensive and slow, with timelines measured in quarters and teams staffed primarily by junior consultants. TRM is built on a different model: senior-led from start to finish, delivered in weeks, with documentation built to hold up under real scrutiny.

Teddy Mutterperl brings nine years of cybersecurity, IT audit, and risk advisory experience across American Express, Deloitte's Cyber Risk practice, and Morgan Stanley. His career spans internal audit, third-party risk, security control assessment, and advisory engagements across financial services, technology, and professional services environments.

TRM applies the same audit discipline, risk-based thinking, and executive-ready documentation standards developed across enterprise environments — scaled for growing companies that need the same quality of output without enterprise pricing or enterprise timelines. Every engagement is delivered personally — not by a rotating cast of junior consultants.

TRM helps translate cybersecurity risk into business language — so leadership can prioritize action, respond to client scrutiny, and make defensible decisions.

Independence. TRM Solutions, LLC is an independent advisory practice not affiliated with, endorsed by, or sponsored by any current or former employer. Engagements are conducted in a personal capacity and do not involve employer systems, data, clients, vendors, or confidential information. Employer names are included solely to describe professional experience. Client engagements are covered by NDA.

PRACTITIONER PROFILE
9+ Years experience
50+ Audits & engagements
EXPERIENCE
  • American Express
    Cybersecurity & Risk
  • Deloitte
    Cyber Risk Advisory
  • Morgan Stanley
    Technology Risk Management
FRAMEWORKS & FOCUS
  • NIST CSF 2.0
  • ISO 27001
  • SOC 1 / SOC 2 / SOX
  • MITRE ATT&CK
  • IT General Controls
  • Cloud Security
  • Third-Party Risk
  • AI Governance
  • Incident Response
  • Cybersecurity Audit
BASED IN
New York Metro · Serving SMBs nationwide
Contact

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Take the free assessment to get personalized recommendations, or send a direct message. Every inquiry receives a response within one business day.

✦ Free · No Obligation

Free security assessment

28 questions across six NIST CSF domains. Gives you a maturity score, a gap analysis, and service recommendations based on your results. Takes about three minutes.

  • 28 questions across 6 security domains
  • Instant maturity score with visual radar chart
  • Personalized gap analysis and priority rankings
  • Actionable service recommendations based on your results

The free assessment provides a directional maturity view based on your responses. It is not a penetration test, audit, certification, or guarantee of security.

TIER 2 $149

Custom Cyber Readiness Scorecard

A 48-question deep dive that benchmarks your maturity against industry peers and produces a prioritized 90-day roadmap.

  • 48 weighted questions across 8 NIST CSF domains
  • Industry benchmark comparison (your size + sector)
  • Prioritized 90-day action plan with 5 specific next steps
  • Downloadable PDF report for leadership/board
  • Optional: Complimentary 15-minute call to discuss results

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Emailinfo@trmsolutions.io
LocationNew York Metro Area — Serving Clients Nationwide
Response TimeWithin 24 hours — guaranteed

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