Financial Services · Serving WA · OR · ID · MT
inTech Consulting delivers specialized IT, cybersecurity, and compliance services to community banks, credit unions, CPA firms, wealth management practices, and fintech companies across the Pacific Northwest. Deep expertise in SOC 2, PCI-DSS, FFIEC, NCUA, GLBA, and SEC cybersecurity rules — the frameworks your regulators demand.
Or call (206) 397-8070
Financial services is one of the most heavily regulated industries in America. Community banks face FFIEC examinations. Credit unions answer to NCUA. CPA firms need SOC 2 for their clients' comfort. Investment advisors must meet SEC cybersecurity rules. Fintechs face all of the above plus PCI-DSS if they touch payment cards. A single audit finding can lead to regulatory action, lost client trust, and costly remediation timelines.
inTech Consulting specializes in financial services IT because we understand the regulatory environment. We know what FFIEC examiners look for. We've built SOC 2-ready programs for CPA firms. We've helped credit unions pass NCUA cybersecurity examinations. We support the core banking systems, accounting platforms, and financial software you rely on. When your regulator asks about cybersecurity posture, we make sure you have the answer ready.
Who We Serve
Community banks and bank holding companies. FFIEC cybersecurity examinations, core banking system support, and regulatory compliance.
Credit unions of all sizes. NCUA cybersecurity examinations, member data protection, and ongoing compliance monitoring.
Public accounting firms, tax practices, and advisory firms. SOC 2 readiness, client data protection, and secure portal infrastructure.
Registered Investment Advisors, wealth managers, and broker-dealers. SEC Rule 206(4)-7 compliance, custody requirements, and client data protection.
Industry-Specific Challenges
FFIEC Cybersecurity Assessment Tool (CAT), information security program documentation, and examination readiness for community banks.
Automated Cybersecurity Evaluation Toolbox (ACET), member data protection, and NCUA examination preparation for credit unions.
Trust Services Criteria implementation for CPAs, fintechs, and financial service organizations. Security, availability, confidentiality, and processing integrity.
Payment Card Industry compliance for businesses processing card transactions. SAQ preparation, network segmentation, and cardholder data protection.
Gramm-Leach-Bliley Act Safeguards Rule compliance. Nonpublic personal information (NPI) protection, privacy notices, and service provider oversight.
Secure document exchange, encrypted email, MFA-protected portals for client file sharing, and tested backup for client data.
Recommended Services
24/7 monitoring, unlimited helpdesk, core banking/accounting software support, and strategic planning for financial operations.
Learn more →Layered defense built for the #2 most-attacked industry. EDR, MFA, SOC monitoring, and financial sector threat intelligence.
Learn more →SOC 2, PCI-DSS, FFIEC, NCUA, GLBA, and SEC compliance programs. Gap assessments through audit readiness.
Learn more →Representative Example
Illustrative example based on typical SOC 2 readiness engagements — not a specific client.
Industry
CPA Firm
Size
75 employees
Goal
SOC 2 Type II
A 75-person Pacific Northwest CPA firm is losing larger client opportunities because it can't provide a SOC 2 Type II attestation. Firms in this position often lose enterprise prospects — sometimes several in a single year — specifically citing the lack of SOC 2 as a dealbreaker. Existing IT is frequently cobbled together with inconsistent policies, no formal access controls, and minimal documentation, leaving managing partners knowing SOC 2 is necessary but unsure where to start.
Losing enterprise clients over a missing SOC 2 report? Book a free 30-minute consultation and we'll talk through your timeline.
Why inTech Consulting
SOC 2, PCI-DSS, FFIEC, NCUA, GLBA, SEC rules — we have certified expertise across the frameworks your regulators and clients demand.
Proven library of audit-ready policies, procedures, and evidence packages — customized to your specific regulatory environment.
Certified Minority & Women-Owned Business Enterprise — valuable for government-adjacent financial institutions meeting supplier diversity goals.
Zero-risk engagement. If we're not the right fit within 90 days, we refund 100% of your fees. No other PNW MSP serving finance offers this.
US-based, PNW-based team. No offshore handling of NPI or client financial data. Your regulatory data stays with US citizens.
Financial services can't go offline — and examiners scrutinize business continuity plans. We build tested DR, redundancy, and recovery programs.
Frequently Asked Questions
Community banks fall under FFIEC guidelines — the FFIEC Cybersecurity Assessment Tool (CAT) is the primary framework used in examinations. Banks must also comply with GLBA Safeguards Rule and applicable state laws. Credit unions answer to NCUA, which uses the Automated Cybersecurity Evaluation Toolbox (ACET). Both frameworks require documented information security programs, risk assessments, incident response plans, vendor management, and regular testing. inTech builds programs that satisfy both examiners and practical security needs.
A typical 50-100 person Pacific Northwest CPA firm invests $20,000–$35,000 with inTech for full SOC 2 Type II readiness — including gap assessment, policy development, technical controls, evidence collection automation, and audit support. The independent auditor's attestation fee is separate and typically runs $15,000–$40,000. The full timeline is usually 12–14 months (6 months for Type I readiness, then 6–12 month observation period for Type II).
Absolutely. Financial services is the #2 most-attacked industry after healthcare. Cybercriminals specifically target community banks, credit unions, and accounting firms because the data is valuable and disruption creates pressure to pay ransoms. Beyond ransomware damages, banks and CUs face regulatory action if incident response is inadequate. inTech's cybersecurity program combines prevention (EDR, MFA, SOC monitoring) with proper incident response procedures — so you're ready for both attacks and examiners.
inTech supports the infrastructure layer for financial software — we handle servers, networks, backups, integrations, and security, not the core banking or accounting application itself. For community banks, we work alongside your core processor (Jack Henry, Fiserv, FIS, CSI, etc.). For CPA firms we support CCH, Thomson Reuters, Intuit ProConnect, Drake, and similar platforms. For wealth management we support Orion, Redtail, Envestnet, and similar platforms. We partner with your application vendors rather than replacing them.
SEC-registered investment advisors must comply with Rule 206(4)-7 (compliance program requirements), the Safeguards Rule under Regulation S-P (client data protection), and more recent SEC cybersecurity disclosure rules. Advisors must maintain written cybersecurity policies, conduct risk assessments, manage third-party vendor risk, and report material cybersecurity incidents. inTech builds compliance programs that address all current SEC expectations and adapts as rules evolve.
A typical 50-person Pacific Northwest credit union invests $7,500–$12,500 per month ($150–$250 per user per month) for fully-managed IT including 24/7 monitoring, unlimited helpdesk, cybersecurity stack, NCUA-aligned compliance, and strategic planning. This includes the cybersecurity controls required for ACET examinations. Ongoing compliance and vCISO services add $2,000–$5,000/month depending on exam cadence.
inTech Consulting supports community banks, credit unions, CPA firms, wealth managers, and financial advisors throughout Washington, Oregon, Idaho, and Montana:
Seattle · Tacoma · Bellevue · Renton · Kent · Auburn · Everett · Portland · Hillsboro · Beaverton · Idaho Falls · Great Falls
Services For Financial Services
Advanced threat protection for wire fraud, BEC, and account takeover risks.
GLBA, SEC/FINRA, and state-level controls documented and enforced.
Immutable backups and recovery testing that satisfy examiners.
IT strategy, budgeting, and board-ready reporting — bundled into managed IT.
Book a free 30-minute consultation with Raj. We'll review your current regulatory posture — FFIEC, NCUA, SOC 2, PCI — and give you a roadmap to examiner-ready and client-trusted.
Book a Free Consultation Call (206) 397-8070