How FusionRed helped a leading accounting firm build the cybersecurity posture their reputation demands
A case study with Clear Path Accounting's Executive Assistant and Practice Manager, Sharon John.
An online accounting firm where IT is the business itself
Clear Path Accounting is an award-winning accounting and business advisory firm in Blaxland, NSW, serving clients across the Blue Mountains, Penrith and the wider Western Sydney region. Operating fully online, it supports purpose-driven, growth-focused businesses, with deep expertise in the NDIS sector.
With more than 250 five-star Google reviews and a "two accountants per client" service model, every financial record, tax file and client conversation depends on the firm's systems being secure and free from downtime.
When you're the one chasing your IT provider
Ad hoc IT work
The previous provider delivered IT as one-off jobs, slow on updates and follow-up.
Leaders doing the chasing
Sharon spent her own time following up the people she was paying to handle IT.
Uncertain protection
Nobody could say for sure whether the firm's cybersecurity was actually being managed.
Outside the team's expertise
Cybersecurity sat outside what the team are professionals in.
Sensitive financial data
Client tax files and financial information had to stay protected at all times.
A fully online firm
The security of everyday software is inseparable from the safety of client information.
We saw your workshop and just thought, wow, you guys really know your stuff on cyber security.
A partnership set up to take IT off their plate
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Documented onboarding plan
Every project, change and onboarding step follows a written plan.
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Clear timeframes
The firm knows what's happening, when it's happening and why.
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FusionRed follows up
Follow-through is managed by FusionRed, so updates arrive without being asked for.
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Team-wide training
Practical security and productivity training, including the Microsoft suite, instead of one-off fixes.
From something to manage, to something managed
Clear Path now has a structured, documented relationship with its IT provider. Sharon no longer chases anyone for updates, the team isn't guessing whether their cybersecurity is looked after, and the firm isn't making security decisions outside its expertise. For an online firm where every system supports client trust, that predictability matters as much as the technology itself.
It's carried out. It's not left. I don't have to follow up anyone, they follow me up. I love that.
What changed for Clear Path Accounting
Before FusionRed
IT work delivered ad hoc
Leadership chasing their IT provider
Unsure whether cybersecurity was being managed
Security decisions outside the team's expertise
One-off fixes, with no team training
After FusionRed
Every step follows a written plan with timeframes
FusionRed follows up, without being asked
Cybersecurity actively managed
Expert guidance on keeping the firm secure
Team-wide training, including the Microsoft suite
Are you still chasing your IT provider?
Send us a message or give us a call, and we'll show you what a structured IT partnership looks like.