The IT Second Opinion Call
15 minutes. Three things you keep. No pitch.
You advise clients for a living, so you know a second opinion is worth more than a sales pitch. This is one for your firm's IT. Your current provider can't tell you where you're exposed, where you're overpaying, or what they've quietly stopped doing. An independent set of eyes can.
Request your second opinionIf any of this sounds familiar, you're not imagining it
"Set and forget"
Your IT was configured years ago and no one has genuinely reviewed it since.
Backups you've never seen tested
They exist on paper, but no one has done a real restore.
One person holds everything
If your IT contact went under a bus tomorrow, the knowledge goes with them.
Security that fails the first question
A client or insurer asks one pointed question and the answer isn't there.
"Managed" in name only
You only hear from your provider when something is already broken.
No real disaster recovery plan
No defined recovery times, no tested process, just hope.
Built for professional services firms
Your data is sensitive, your compliance obligations are real, and your billable time is too valuable to waste on IT problems that should have been prevented.
Legal / Law Firms
Client privilege, trust account security, and LIV compliance make IT risk a direct professional liability.
Accounting & Advisory
Tax season uptime, ATO lodgement deadlines, and client financial data require bulletproof infrastructure.
Medical & Dental
Patient records, Medicare integration, and healthcare privacy legislation demand IT that never fails quietly.
Financial Planning & Wealth
AFSL obligations, client portfolio data, and audit trails mean your IT security is your business licence.
Why a second opinion
You would never let a client make a major decision on a single opinion. So why is your firm's entire operation running on advice from the people you pay to maintain it?
An incumbent IT provider has a structural conflict - they can't tell you that you're overspending, or that the setup they sold you three years ago is now the problem. We have no stake in your current arrangement. That's the point.
Three things, yours to keep
Whether we ever work together or not.
Your single biggest point of failure
The one thing most likely to take your firm offline.
One Essential Eight gap that matters
A specific security weakness a client or insurer would care about.
Whether you're over or under-invested
How your IT spend compares to similar firms, in plain numbers.
Who's giving the opinion
Melbourne CBD based (607 Bourke Street, Level 6) - Australian owned and operated (ABN 16 630 289 646) - No lock-in contracts.
This is what we find in firms that were sure they were covered
have backups that haven't been tested in over 12 months
have at least one admin account with no MFA enabled
have zero documentation of their IT environment
Based on CX IT Services onboarding audits across Melbourne SMBs, 2022-2025.
"A 14-partner accounting practice was certain they were covered. In a 15-minute second opinion we found backups that hadn't successfully restored in eight months, and multi-factor authentication missing on their most privileged account. Their provider hadn't flagged either."
See if it's worth a conversation
Four quick questions. No commitment.