For advisors & referral partners
When your client has a technology problem that sits between AI, security, automation, and compliance — bring in BSTS.
Most of these problems arrive disguised as something else. A client mentions a security questionnaire in passing. Someone complains about manual work. A CFO wonders aloud what the team is pasting into ChatGPT. Each of those is the start of a BSTS conversation.
The recognition list
When your client says…
You do not need to understand AI engineering to spot these. Each one is a sentence a client says out loud, usually in the middle of a conversation about something else entirely.
“Our employees are already using ChatGPT, Copilot, Claude, or Gemini with company information.”
→ AI Security & Governance
“A customer just asked for our SOC 2 report.”
→ SOC 2 & Compliance Readiness
“We're spending hundreds of hours a year on repetitive administrative work.”
→ Secure AI & Automation
“The security questionnaires are getting harder to answer honestly.”
→ SOC 2 & Compliance Readiness
“We know AI could help, but we're not comfortable exposing customer data to it.”
→ Secure AI & Automation
“We have security policies, but I'm not confident we could actually prove the controls work.”
→ SOC 2 & Compliance Readiness
“We're moving into larger customers, regulated industries, or government work.”
→ SOC 2 & Compliance Readiness
“We have multiple systems that don't talk to each other.”
→ Secure AI & Automation
That's a BSTS conversation.
What we would actually do for them.
So you can describe it accurately without having to represent us.
Secure AI & Automation
Automate repetitive work without losing control of your data.
- Document and form processing
- Email and inbox workflows
- CRM and record synchronization
- Recurring reporting and reconciliation
AI Security & Governance
Know where AI is being used, what it touches, and what guardrails belong around it.
- AI use-case inventory across the organization
- Shadow AI discovery and readiness review
- Data classification review
- Approved AI use policy and acceptable-use guidance
SOC 2 & Compliance Readiness
Build defensible controls, organize evidence, close gaps, and stay ready for the audit.
- Readiness assessment and scoping support
- Control inventory and control mapping
- Gap assessment and remediation tracking
- Evidence requirements and PBC list preparation
After an introduction
Four steps, and none of them cost you anything.
01
You hear one of the triggers
In a board meeting, a planning session, or an offhand comment during other work.
02
You make an introduction
An email introduction is enough. No forms, no portal, no partner agreement to sign first.
03
We have a discovery conversation
A scoped, no-obligation conversation with your client. If BSTS is not the right fit, we say so directly and quickly.
04
You stay informed
You keep the relationship. We keep you in the loop at whatever level your client is comfortable with.
There is no formal partner program yet, and no referral paperwork to complete. If this is useful to your clients, start with a conversation.
We complement your relationship. We do not compete with it.
- BSTS does not provide accounting, audit, legal, or tax services, and does not attempt to. Your client keeps you for what you do.
- BSTS does not resell licenses or take vendor commissions, so there is no hidden product agenda behind a recommendation.
- BSTS works alongside an existing MSP or IT provider rather than displacing them — most of our work sits above the layer they operate.
- You keep the relationship and the credit. We keep you informed at whatever level your client is comfortable with.
- If BSTS is not the right fit, we say so quickly and directly rather than stretching a scope to fill a gap.
BSTS does not issue SOC 2 reports. SOC 2 examinations and attestation reports are performed by qualified independent CPA firms. If your client needs the examination itself, we will help them prepare for it and work alongside the CPA firm they select.
Next step
Have a client who might fit?
Start with a conversation. No agreement to sign, no portal to join, and no obligation on your client's part.
Service-Disabled Veteran-Owned & Operated
References to security and AI frameworks such as SOC 2, NIST CSF 2.0, NIST SP 800-53, the NIST AI Risk Management Framework, ISO/IEC 27001, HIPAA, and CMMC describe the practices that inform our methodology and the requirements we help clients prepare for. They do not imply certification, accreditation, endorsement, or an audit opinion. BSTS does not issue SOC 2 reports. SOC 2 examinations and attestation reports are performed by qualified independent CPA firms.