Free Cyber Advisor Resources for CPAs

Turn cybersecurity questions into confidence-building conversations—without becoming a cybersecurity expert.

Developed by former FBI cyber leaders and the team behind CPA-focused cybersecurity CPE.

Get the Free CPA Cyber Advisor Toolkit
Preview What's Included
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Your Clients Are Asking Cyber Questions - Whether You're Ready or Not

"Do we need cyber insurance?"

“What happens if we’re breached?”

“Our bank / insurer is asking cyber questions—what do we say?”

This Toolkit Helps You Show Leadership—Not Technical Depth

✔ Speak Clearly

Plain-English explanations you can reuse with clients


 

✔ Ask the Right Questions

Frameworks that surface risk without diagnosing systems

✔ Know When to Escalate

Clear signals for when a cyber issue becomes a business risk

Designed to Extend the Value of Your CPE—Into Real Client Conversations

Your CPE provided the foundation.
This toolkit helps you apply it confidently with real clients, real questions, and real risk.

  • Reinforces concepts from your cyber CPE

  • Gives practical client-ready language

  • Reduces fear of “saying the wrong thing”


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Your Free CPA Cyber Advisor Toolkit Includes

 

  • Client Cyber Conversation Guide
    How to raise cyber risk without alarming clients

  • Cyber Risk vs. IT Issue Explainer
    Helps clients understand when cyber becomes a financial, legal, or operational issue

  • Cyber Insurance Readiness Checklist (CPA-Friendly)
    What underwriters actually care about—translated

  • Third-Party Risk Talking Points
    How to advise clients on vendors without auditing them

  • Incident Response “First 24 Hours” CPA Guide
    What to tell clients—and what NOT to say—after a cyber incident

  • Client Handout (White-Labeled Option)
    Position yourself as proactive and informed

Built by People Who’ve Seen Cyber Risk Up Close

This toolkit was developed by former FBI cyber leaders who have advised organizations during real cyber incidents—situations where financial exposure, regulatory obligations, and reputational impact mattered far more than technical details.

Our work has focused on helping regulated industries understand cyber risk as a business and governance issue, not an IT problem. That same perspective is reflected throughout this toolkit—clear, practical, and grounded in how risk actually affects organizations.

Former FBI Cyber Leadership

Experience responding to high-stakes cyber incidents where decision-making under pressure had lasting financial and legal consequences.


 

Advisors to Regulated Industries

Extensive experience supporting financial institutions and other regulated organizations navigating cyber risk, insurance, and regulatory scrutiny.

Business Risk, Not IT Jargon

A deliberate focus on financial, legal, and reputational outcomes—using plain language CPAs can confidently apply in client conversations.

“Cybersecurity isn’t an IT problem—it’s a business risk. CPAs are uniquely positioned to help clients understand what’s at stake and when to act.”

                                                                                                - Bawn Cyber Advisory Team

This IS For:

CPAs advising SMBs or mid-market clients


Firm partners and client-facing managers


CPAs tired of deflecting cyber questions

This is NOT For:

Technical penetration testing


IT system configuration


Replacing cybersecurity professionals

©2026 Bawn, Inc. All rights reserved.