Steve Perkins Email & Phone Number

With a mission to help organizations strive for invincibility against technology and compliance risks, and to leave a seriously challenged Accounting industry better than I found it, I've recently resigned from my Chief Information Officer role and formed Invicta Advisors LLC. After 19 years at top 100 firm HoganTaylor LLP, I started Invicta Advisors to do some things I truly find fulfilling:👉 Influencing the industry to move away from email (bane of our existence, anyone?) and the ridiculous number of single purpose portals we use for client service. The banking and healthcare industries have figured this out. Why hasn't the CPA/Accounting industry? You would never do business with a bank that forced you to use 5 different apps. Email is our biggest cybersecurity risk, and an awful client service tool. We should drop it like a bad habit and move to secure CX portals so clients have a smooth, unified experience throughout their lifecycle.👉 Helping firms get compliant with the myriad of laws and regulations regarding client data security: IRS Pubs 4557, 7216, 1345, FTC Safeguards rule (Gramm-Leach-Bliley), WISPs, HIPAA, breach notifications, cybersecurity insurance, etc. These requirements are in place TODAY. Are you prepared?👉 There are roughly 46,000 CPA firms in the United States. It's safe to say that less than 1% are fulfilling their obligations to clients with a formal vendor risk management program in place. I want to change that, and help firms avoid being made an example of through legal or regulatory enforcement. Again, these requirements are here TODAY.👉 A Fractional CIO is a perfect way for growing firms to get access to expertise and leadership in:M&A due diligence Cybersecurity strategyAI strategyReviews and AssessmentsBudgetingData governanceAttack & Penetration testingAPI Integrations/AutomationsLean Six Sigma process improvementand general readiness to face an uncertain future.If any of these challenges resonate with you and your firm, I can help. If I can't help you, I will find someone who can. Passionate about leveraging technology to drive business success, I am always exploring new ways to enhance our services, improve firm performance metrics and deliver outstanding results for my clients.Clifton Strengths: Includer, Woo, Harmony, Input, Communication. I've been called out innumerable times in my career as a different kind of IT leader, a weirdo in IT. I blame my Woo (Winning others over), Input and Communication strengths on this. It's a combination rare in IT, but one that has worked well for me.

Listed skills include Leadership, Strategy, Strategic Planning, Business Process Improvement, and 11 others.