Davie Kaplan, CPA, PC.

Network security is, and will always be, a top priority for the team at Davie Kaplan.

Don’t Just Take Our Word For It

The validation we received from the security audit was certainly comforting. From the beginning of the process to the end, Jeremy Weisinger and Bill Walter were thoughtful and informative without being pushy.

Todd Eaton, Partner
Davie Kaplan, CPA, PC.

Davie Kaplan


Davie Kaplan is a mid-sized CPA firm based in Rochester, NY.

The Challenge

Hackers and viruses pose a very real threat—even to security-conscious businesses. While Davie Kaplan has its own internal team of trustworthy, hardworking IT professionals, they wanted to get audited by an outside consultant to ensure there weren’t any hidden vulnerabilities in their network. Already familiar with Gross Mendelsohn through a network of CPA firms, Davies Kaplan’s management team knew that our Technology Solutions Group would be a good fit to perform the security audit. 

How We Helped

Jeremy Weisinger and Bill Walter employed a two-step approach to assess Davie Kaplan’s network. First, they employed the Network Detective, a tool that scans networks for potential viruses and provides a detailed security report. Then, Jeremy and Bill conducted a security survey of a diverse selection of employees. The security survey collected information about employees’ computer habits and training, the firm’s network setup, and much more.

This two-step approach helped conduct a full-fledged security audit in a flash. From the results this security audit provided, Todd Eaton was able to see what his firm was doing right and also identify a few small potential areas for improvement to create a more secure system.

The Results

“The interesting thing to me is that the people who probably need it more than us don’t even know that they need it more than us.” For the team at Davie Kaplan, security is—and will always be—a top priority.

The firm’s security systems were already top-notch. With the adoption of just a handful of recommendations from Jeremy and Bill, Davie Kaplan is able to say with confidence that their employee and client records are safe from hackers.

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