We’ve Been Where You Are
You’re expected to grow the firm, keep clients happy, and manage increasing risks, without missing a beat. We’ve sat at that table, and we know what it takes to make technology a driver of progress, not a source of stress.
Our Mission
I’m Steve Perkins, founder of Invicta Advisors and former CIO of a Top 100 CPA firm.
For nearly two decades, I built and led IT strategies that actually worked, across compliance, security, growth, and M&A.
Now I help other firms do the same, without the guesswork.
The Latin word Invicta translates to "unconquered, invincible" in English, and that’s what I strive to help clients become.
Strong, secure, and strategic where it counts.
How we help
Don’t settle for constant firefighting. Let’s build something that actually works.
Schedule a Discovery Call
We start by listening. No sales pitch and no jargon. Just a focused conversation to understand your firm’s challenges and goals. Then we decide together if it makes sense to move forward.
Get a Tailored Roadmap
Whether we work together short-term or long-term, you’ll receive a practical plan with clear priorities, realistic timelines, and meaningful outcomes. It’s built around what your firm actually needs, not a generic checklist.
Lead with Clarity and Confidence
You’ll know what to do, why it matters, and what comes next. No more guesswork or reactive decisions. Just steady leadership that keeps your firm focused and moving forward.
Values & differentiators
Trusted Leadership
Strategic guidance from a former Top 100 CPA firm CIO.
Whole-Firm Thinking
Aligning IT with business, staff, and client outcomes.
Actionable Strategy
Clear plans that get executed — not just ideas on paper.
Future-Ready Focus
Helping firms modernize with purpose and control.
Steve serves as a steady hand for firm leaders, cutting through the tech noise to build sustainable,long-term strategies.
