🎲 Rolling the dice with your client’s sensitive data? Don’t leave your security to chance! Safeguard your firm with top-notch cybersecurity practices that ensure your clients' information stays protected. 👉 Take the first step toward bulletproof security today at https://hubs.la/Q02SPm4j0 . . . . . #TaxTechWebinar #SecureTaxTech #AccountingTech #CybersecurityCPA #TechStackMasteryStreamlineTaxSeason #CPAInsights #AccountingTools #EfficientCPA #CyberSafeAccounting #TechForAccountants #TaxTechOptimization #SecureDataHandling #CPAWebinarSeries #CyberSmartCPA #TechSecurityTips #Visory
Visory
IT Services and IT Consulting
Chesterfield, Missouri 1,018 followers
Solutions. Support. Security. Tailored tech to grow your business.
About us
Visory is a hands-on technology and cybersecurity partner for financial advisors, accounting and construction firms, and other businesses. We combine our deep knowledge of the best business-oriented technology and software with proven industry expertise, delivering thoughtful solutions and support that help our clients thrive. With our client-first core values as our guide, Visory helps Registered Investment Advisors, CPAs and accounting firms, construction firms, and small to medium-sized businesses navigate their evolving technology, cybersecurity, and compliance challenges.
- Website
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visory.net
External link for Visory
- Industry
- IT Services and IT Consulting
- Company size
- 51-200 employees
- Headquarters
- Chesterfield, Missouri
- Type
- Privately Held
- Founded
- 2002
Locations
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Primary
400 Chesterfield Center
Suite 413
Chesterfield, Missouri 63017, US
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14425 College Blvd
Suite 150
Lenexa, Kansas 66215, US
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15 Business Center Dr
Swanzey, New Hampshire 03446, US
Employees at Visory
Updates
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Dawn Brolin shares how she leveraged AI, including ChatGPT, to handle a tricky IRS meal issue audit. With no receipts available, AI helped draft a strong technical response, incorporating: 📄 Technical IRS codes and regulations 📅 Explanation of the necessity (or lack thereof) for calendar entries 📈 Updated meal percentage changes due to the pandemic By refining the drafts with AI, Dawn crafted a compelling letter that resulted in a no-change audit outcome. This example shows the power of AI in professional writing and client advocacy. #Accounting #AI #ChatGPT #IRSAudit #ClientSuccess #ProfessionalWriting
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Cybersecurity is more than just a protective measure; it’s a growth strategy. Watch our latest webinar recording now available on-demand featuring Steven Ryder and John O'Connell, MBA. We dive deep into: 🔹 Why cybersecurity is essential to your firm’s growth 🔹 How proactive security builds client trust 🔹 Established protocols that will help protect your firm As clients increasingly seek advisors they can rely on to keep their investments safe, your commitment to cybersecurity can set your firm apart. 👉 Watch now and learn how to make cybersecurity a cornerstone of your success! https://hubs.la/Q02ThYGt0 #Cybersecurity #WealthManagement #ClientTrust #AUM #FinancialAdvisors #OnDemandWebinar #Visory
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🚨 Would you bet your client’s trust on a dice roll? 🎲 Accounting firms are prime targets for cyber threats. Keep your data safe and your clients confident with smart, professional security practices. 👨💼 Stop gambling—take action today at https://hubs.la/Q02SPp8h0 . . . . . #TaxTechWebinar #SecureTaxTech #AccountingTech #CybersecurityCPA #TechStackMasteryStreamlineTaxSeason #CPAInsights #AccountingTools #EfficientCPA #CyberSafeAccounting #TechForAccountants #TaxTechOptimization #SecureDataHandling #CPAWebinarSeries #CyberSmartCPA #TechSecurityTips #Visory
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Missed Our Webinar on Cybersecurity Threats in Construction? Watch it On-Demand! In today’s digital world, cybersecurity isn’t just for tech companies anymore—construction firms are increasingly becoming targets, too. If you missed our recent webinar, The True Cost of Cybersecurity Threats in Construction, don’t worry! The recording is now available on demand, so you can catch up whenever it’s convenient. We discussed some eye-opening insights on the financial impact of cyber attacks in the construction industry, along with practical strategies to protect your company’s data, projects, and bottom line. Our expert presenters explored why the construction sector is a growing target for cyber threats, and they shared real-world examples of how other firms have successfully strengthened their defenses. Whether you’re a project manager, IT professional, or just want to stay informed, this webinar is a must-watch. View the webinar and take the first step toward securing your construction business against cybersecurity threats. Stay safe, stay informed, and remember: protecting your data is as essential as building a solid foundation for your projects. https://hubs.la/Q02T4P4G0 #ConstructionCybersecurity #CyberThreats #DataProtection #CybersecurityAwareness #SecureConstruction #ConstructionIndustry #CybersecuritySolutions #ProtectYourBusiness #CloudSecurity #DataSecurity #OnDemandWebinar #ConstructionRisk AIC - American Institute of Constructors
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Dawn Brolin dives into how she leverages AI, including ChatGPT, in her accounting practice. From IRS representation to workflow automation, AI tools like Financial Cents are game-changers. 📧 Streamline email writing 📈 Enhance your workflow 📑 Create new processes effortlessly Learn how AI can transform your practice with practical examples from Dawn. Don't miss out on these valuable insights! #Accounting #AI #ChatGPT #WorkflowAutomation #IRSRepresentation #FinancialCents
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Join us today at 12:00p ET! Register here: https://lnkd.in/gCdSUqj5 #cybersecurity #construction
Cybersecurity risks can be found throughout construction projects. Join us TODAY at 12:00 p.m. EST (11:00 a.m. CST) as we partner with Visory for an educational webinar on how to help your company proactively address the latest threats. - Understand the cybersecurity landscape in construction. - Hear from multiple perspectives (technology, insurance). - Listen to real-world examples in construction. It's not too late to participate! https://lnkd.in/gf2C_B_R #Cybersecurity #Construction #ConstructionCybersecurity #ConstructionCosts #Visory #AIC
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October is #cybersecurity awareness month. Join Visory and American Institute of Constructors tomorrow to discuss: • The Threat Landscape • Cybersecurity Basics for Construction Professionals • Cost-effective Security Measures • Case Studies and Real-World Applications Register Here: https://hubs.ly/Q02SyXG90 #cyber #cybercrime #security #sage #sagecanada #sage300 #Visory #construction
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💼As an accountant, you're not just managing numbers—you're protecting livelihoods. Join us to enhance your cybersecurity skills with special guest, Dawn Brolin, Designated Motivator, CPA, Certified Fraud Examiner. Learn to not only detect threats but effectively communicate and manage breaches to maintain and build trust with your clients. Mark your calendar for October 9, 2024, at 12:00 PM CST! Register here - https://hubs.la/Q02Q57dx0 . . . . . #TaxTechWebinar #SecureTaxTech #AccountingTech #CybersecurityCPA #TechStackMasteryStreamlineTaxSeason #CPAInsights #AccountingTools #EfficientCPA #CyberSafeAccounting #TechForAccountants #TaxTechOptimization #SecureDataHandling #CPAWebinarSeries #CyberSmartCPA #TechSecurityTips #Visory
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October is Cybersecurity Awareness Month! Did you know construction firms are lucrative targets for cyber attacks? As the industry goes digital, protecting sensitive data is more important than ever. Learn how cybersecurity can protect your business from costly disruptions. https://hubs.la/Q02SpBw10 #CybersecurityAwarenessMonth #ConstructionIndustry #DataProtection #Cybersecurity #Visory