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Your Technology Shouldn’t Be Holding You Back
If you're leading a CPA firm, acquiring firms through private equity, or building solutions for the profession, you already know how complex technology and compliance have become.
Disjointed systems, regulatory requirements, mounting cyber threats, poor data governance and inefficient processes create real frustration. Staff burn out, clients get delayed answers, and strategic growth cannot reach its potential.
What we do
At Invicta Advisors, we bring order to chaos.
Founded by a former CIO of a Top 100 CPA firm, we help you align your technology, processes, and teams with your business goals so you can reduce risk, improve outcomes, and focus on what matters most, serving your clients.
Our Services
Trusted expertise to modernize your IT, reduce risk, and unlock firmwide efficiency.
Fractional CIO
- Retainer-based strategic leadership
- M&A Due Diligence
- Assessments and Roadmaps
- AI Strategy
- Automation and Integrations
- Technology Project Delivery
- Access to my deep network of outsourced solutions
Business Efficiency
We apply Lean Six Sigma principles and other frameworks to standardize operations, reduce friction, create capacity, and improve both EX and CX. Through the focused elimination of wasteful activities and silos like living out of your Inbox, we can help you reach the elusive Flow State in your firm.
Risk and Compliance
- Comprehensive assessments
- Attack & Pen testing, Vulnerability scanning
- IRS 4557, FTC Safeguards
- 3rd Party Risk Programs
- Data Governance Strategies
Who we work with
We partner with forward-thinking CPA firms, private equity platforms, and technology vendors who want more than IT support. They want clarity, strategic leadership, and outcomes that align with business growth and regulatory demands.
Accounting Firms
We help CPA firms reduce risk, modernize operations, and improve outcomes without the cost of a full-time CIO. From cybersecurity to process efficiency, we align IT with your firm’s strategic goals.
Private Equity
We support PE platforms acquiring CPA firms by standardizing IT, reducing risk, and accelerating post-acquisition integration ensuring each investment scales securely, efficiently, and in line with long-term value creation.
Technology Vendors
We help vendors serving the accounting profession by advising your clients on process and data governance readiness, prior to implementation. A firm that is ready for your innovative solutions will have exponentially better outcomes.
Workshops & Speaking Topics
Practical, high-impact sessions tailored for accounting firm leaders and industry events.
Lean Process Improvement
Learn how Lean methodology can free up capacity in your firm, standardize legacy workflows, and improve client service. This session will enlighten participants on the insidious efficiency-killers present in firm processes, and give them the motivation to explore continuous improvement.
Data Governance
From IRS and FTC compliance to AI readiness, accounting firms must manage data responsibly. Data governance is at the center of everything. This session demystifies governance with clear frameworks and shows how firms can turn data from a liability into an advantage. Attendees will walk away with actionable insights to put governance in motion at their firms.
Digital Asset Initiative
We've joined forces with CPA/RIA, Tod Arbutina, to revolutionize 3rd party risk management. We believe that all custodians of client PII have a fiduciary duty. A SOC II is not enough, and most firms are not adequately evaluating vendor risk. It's too cumbersome and time-consuming, both for firms the vendors. We aim to make it easy for firms to perform their fiduciary duty with a centralized platform, a standardized, transparent score, and certification offerings for firms, vendors and professionals.
Lean Process Improvement
Learn how Lean thinking can free up capacity in your firm, streamline outdated workflows, and improve client service. This session breaks down real-world accounting use cases and offers tools your team can apply immediately.
Data Governance
From IRS and FTC compliance to AI readiness, accounting firms must manage data responsibly. This session demystifies governance with clear frameworks and shows how firms can turn data from a liability into an advantage.
Digital Asset Initiative
We've partnered with CPA and Registered Investment Advisor, Tod Arbutina, to revolutionize 3rd party risk management. We believe that all custodians of client PII have a fiduciary duty. A SOC II is not enough, and most firms are not adequately evaluating vendor risk. It's too cumbersome and time-consuming, both for firms and the vendors. We aim to make it easy for firms to perform their fiduciary duty with a centralized platform, and certification offerings for firms, vendors and professionals.
Our Founder
With over 30 years of experience, Steve Perkins leads Invicta Advisors to help firms align IT with business strategy.
Trusted Leadership
Former Top 100 firm CIO who understands how to lead real transformation, not just recommend it.
Whole-Firm Thinking
Goes beyond IT to improve firm operations, staff experience, compliance, and growth alignment.
