FTC Safeguards compliance for CPA firms — explained in under 10 minutes per episode. No jargon. No fear-mongering. Just the practical guidance you need to protect your clients, your license, and your firm.
Latest episodes
What the show covers
Each episode tackles a single compliance concept that matters to CPA firm owners — and gives you something you can act on immediately.
What the rule actually requires, who it applies to, and what the deadlines look like for your firm.
Your firm needs to designate one. Learn who it should be, what their responsibilities are, and how to document it.
What underwriters are asking, how to prep for renewal, and how compliance documentation can lower your premiums.
Your MSP isn't your Qualified Individual. Learn what to ask them, what to document, and where the gaps usually hide.
How to run one, what to include, and how to turn it into a living document instead of a checkbox exercise.
What happens when something goes wrong. How to build a plan, who to notify, and how to practice before it matters.
The 10 questions underwriters are asking CPA firms — and exactly how to answer them. Free download, no strings attached.
Get the Free PlaybookAbout the host
Former Deloitte IT Auditor with 16 years in security compliance. Author of The Governance Gap: How CPA Firms Meet FTC Safeguards Without Becoming Security Experts. Founder of SafeGuardGRC.
I started The Qualified Individual because I kept seeing the same thing: CPA firms that care deeply about doing right by their clients but don't have a clear, practical path to FTC Safeguards compliance. This podcast is that path — one concept at a time, in plain language.