You will get a WISP (Written Information Security Plan) - Accountants and Tax Preparers
Top Rated
Top Rated
Project details
IRS Publication 5708 outlines a basic approach to preparing a Written Information Security Plan (WISP) to meet the requirements of the US Gramm-Leach-Bliley Act.
Financial services providers (accountants, retirement planners, tax preparers, bookkeepers) who handle US consumers' personal identifiable information (PII) are subject to GLB.
IRS Publication 4557 reviews the IRS' expectations for safeguarding taxpayer data.
It is arduous to adapt IRS Pub. 5708 and 4557 into workable policies, procedures, and work instructions. Further, the publications don't give any guidance on audit and corrective action -- the cornerstone of learning organizations and demonstrating "due care" obligations to defend against negligence claims.
I'm a former ISO 9000 documents management editor with an extensive background in IT compliance. I've developed a stock set of Administrative Controls (policies, procedures, and work instructions) that meet the expectations of these documents. They can be easily adapted to your organization, and I can verify that Technical Controls currently meet management's expectations.
This project is designed to hand off a working WISP and set up an audit process.
Financial services providers (accountants, retirement planners, tax preparers, bookkeepers) who handle US consumers' personal identifiable information (PII) are subject to GLB.
IRS Publication 4557 reviews the IRS' expectations for safeguarding taxpayer data.
It is arduous to adapt IRS Pub. 5708 and 4557 into workable policies, procedures, and work instructions. Further, the publications don't give any guidance on audit and corrective action -- the cornerstone of learning organizations and demonstrating "due care" obligations to defend against negligence claims.
I'm a former ISO 9000 documents management editor with an extensive background in IT compliance. I've developed a stock set of Administrative Controls (policies, procedures, and work instructions) that meet the expectations of these documents. They can be easily adapted to your organization, and I can verify that Technical Controls currently meet management's expectations.
This project is designed to hand off a working WISP and set up an audit process.
Cybersecurity Expertise
Audit, Risk Assessment, Cybersecurity AwarenessWhat's included $300
These options are included with the project scope.
$300
- Delivery Time 30 days
- Compliance Plan
- Gap Analysis
- Implementation
Frequently asked questions
20 reviews
(20)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
TS
Todd S.
Aug 11, 2025
Email Migration Specialist Needed: Outlook to Google Workspace.
Russell is one of the best - if not the best - freelancer I have ever worked with and I have worked with quite a few. Russell is extremely thorough and takes his time to explain what he is doing. This really put me at ease as this was a mission critical project for us. He demonstrated his extensive knowledge for this project as it had several entangled sections (made by me) that he had to untangle before completing the project. If you need to migrate anything dealing with your company emails, DNS, and server environment, I strongly recommend Russell. You will be more than pleased with the results!
LM
Larry M.
Jan 24, 2025
You will get a Professional Security Audit of your Google Workspace
AS
Alpha Elite S.
Sep 19, 2024
Gmail for Business Email Support
MH
Maximillian H.
May 4, 2024
Setup e-mail DKIM and SPF
KD
Kyle D.
Apr 6, 2023
Help with DMARC, Dkim and SEO help
Great communicator and very informative. Would definitely work with him again!
About Russell
Hire a Professional IT Consultant with 25+ Years Experience
100%
Job Success
Vancouver, United States - 4:04 pm local time
I've been leading IT organizations since 1996, serving in roles like VP of Information Technology, Director of IT, and Manager of IT.
Since 2003, he has helped hundreds of small businesses worldwide use technology better as a private consultant.
During the 1990's, I earned technical certifications in the Microsoft NT and Novell Netware platforms. After earning my Master’s Degree in Technology in 2000, I earned my Computer Information Systems Security Professional (CISSP) certification in 2004.
I've resold and supported Google products since 2007 and feel I've come to specialize in Google's offerings. In 2015, I earned my Google Apps Certified Deployment Specialist certification; in 2019, I earned my Google Cloud Certified Collaboration Engineer certification.
A published technical author, I teach for universities across the country.
I can help you with expert, real-world experience with:
Implementing Best Practices
Writing and Auditing IT Policies, Procedures, and Work Instructions
Microsoft Windows 10 and Server
Apple Products and MacOS
Microsoft 365
Microsoft Office
Google Workspace
Disaster Recovery and Data Backups
iOS and Android Integration
And if you have any questions, message me here at Upwork.
Thanks for your time and consideration!
Steps for completing your project
After purchasing the project, send requirements so Russell can start the project.
Delivery time starts when Russell receives requirements from you.
Russell works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Kickoff and WISP-00 Glossary Review
Overview of the WISP, it's requirements, and its role as an IT Governance model for best practices.
WISP-01 Directive Policy Review and WISP-02 Accountability Policy Review
Review the 01 procedure with the stakeholders. Establish DSC and PIO roles within the company. Get board or C-level sign-offs on the initiative policy. Discuss policy implications as it relates to negligence claims.