vCIO & vCISO
Virtual CIO and Virtual CISO services for NY/NJ SMBs. Technology roadmaps, IT budgets, security program management, compliance strategy, and board reporting — executive leadership at a fraction of the full-time cost.
What's included
- 3-to-5-year technology roadmap, updated quarterly
- Annual IT budget development with monthly tracking
- Quarterly Business Reviews (QBRs) with scored assessments
- Vendor management and contract negotiation
- Security risk assessments and gap analysis
- Security policy development and annual review
- Compliance framework mapping (HIPAA, PCI, SHIELD Act, SOC 2, NIST)
- Board and executive reporting packages
- Digital maturity scorecards
- Incident response plan development
- Cyber insurance documentation and renewal support
- AI readiness assessment and automation planning
Executive IT leadership without the executive salary
A full-time CIO costs $250,000-$400,000 per year in the NYC/NJ market. A full-time CISO costs $250,000-$500,000. Most 10-to-200-employee businesses cannot justify those salaries — but they are making CIO-level and CISO-level decisions every quarter without the expertise those roles provide. Bad vendor contracts, unplanned capital expenditure, security gaps, failed audits, and compliance penalties are the cost of winging it.
Sage provides the same strategic output — written roadmaps, scored assessments, IT budgets, security policies, compliance documentation, and board reporting — at $22,000-$48,000 per year.
What the vCIO delivers
Technology roadmap — A written 3-to-5-year plan for your IT environment, updated quarterly. What to keep, what to replace, when to replace it, and what it will cost. Scored against a digital maturity index so you can see progress over time.
IT budget and forecasting — An annual IT budget built from the roadmap, with monthly variance tracking. Capital expenditure planned and smoothed so there are no $80,000 surprises in Q3. Hardware lifecycle management included — we track warranty expirations, end-of-life dates, and replacement windows.
Vendor management — ISP contracts, SaaS renewals, phone systems, line-of-business applications. We evaluate alternatives, negotiate pricing, and manage the relationship. Clients save an average of 20-40% on vendor consolidation in the first year.
Quarterly Business Reviews — A structured 60-to-90-minute session every quarter with a written report: environment health scorecard, ticket trends, security posture, roadmap progress, budget variance, renewal calendar, and a prioritized recommendation list.
What the vCISO delivers
Security risk assessment — A formal assessment of your security posture against NIST CSF 2.0 or the framework your industry requires. Identifies gaps, quantifies risk, and produces a remediation roadmap with timelines and costs.
Security policy development — Acceptable use, incident response, access control, data classification, remote work, BYOD, and vendor risk management policies. Written, reviewed annually, and mapped to the compliance framework you need.
Compliance strategy — Framework-specific mapping for HIPAA, PCI DSS 4.0, NY SHIELD Act, SOC 2, NIST, or CMMC. We identify which controls you satisfy, which have gaps, and what remediation costs and looks like. For audit prep, we produce the documentation package your auditor or assessor needs.
Board and executive reporting — Quarterly security posture reports written for a non-technical audience. Risk rating, incident summary, compliance status, and recommended actions. Your board gets the information they need without translating from technical jargon.
Incident response planning — A written IR plan tailored to your environment, your threat profile, and your regulatory obligations. Annual tabletop exercises to test it. Coordination with your cyber insurance carrier and breach counsel.
What this costs
- vCIO Advisory — $1,800 per month. Approximately 8 hours per month: quarterly roadmap updates, monthly budget tracking, vendor management, and QBRs.
- vCISO Advisory — $2,700 per month. Approximately 10 hours per month: risk assessments, policy development, compliance mapping, board reporting, and IR planning.
- Combined vCIO + vCISO — $4,000 per month. Full strategic IT and security leadership under one engagement.
- Sovereign managed clients — 4 hours per month of vCIO advisory included in the Sovereign tier ($225/workstation/month). Full vCIO, vCISO, or combined engagement available at 10% off standalone pricing.
For context: a full-time CIO plus a full-time CISO in the NYC/NJ market costs $500,000-$900,000 per year fully loaded. Sage delivers the strategic output of both roles for $48,000 per year combined.
How the engagement works
Month 1-2 (assessment): We audit the current environment, interview stakeholders, review existing documentation, evaluate vendor contracts, and assess security posture. Output: initial roadmap, budget model, risk assessment, and gap analysis.
Month 3+ (steady state): Quarterly roadmap and policy reviews. Monthly budget variance tracking. Ongoing vendor management. QBRs every 90 days. Annual tabletop exercise and policy refresh. Board reports as needed.
What you get in writing: Every deliverable is documented — roadmaps, budgets, scorecards, policies, QBR decks, board reports. If you change providers, the next team inherits a documented strategy, not tribal knowledge.
Who this is for
- SMBs with 10-200 employees making technology and security decisions without dedicated leadership
- Businesses approaching a compliance audit (HIPAA, PCI, SOC 2) that need a strategy, not just tools
- Companies whose cyber insurance renewal questionnaire exposed gaps they cannot fill internally
- Organizations with an internal IT person who is strong operationally but needs strategic backup
- Businesses spending $15,000+ per month on IT without a documented plan for what that money buys
vCIO & vCISO — questions we get
What does a vCIO actually do?
A vCIO is a fractional Chief Information Officer — someone who owns your technology strategy without the $250,000+ salary. In practice: a written 3-to-5-year technology roadmap updated quarterly, an annual IT budget with monthly variance tracking, vendor evaluations when contracts come up, and Quarterly Business Reviews where we score your environment and adjust the plan. You get executive-grade IT planning at roughly $22,000-$48,000 per year instead of a quarter-million.
What does a vCISO do differently from a vCIO?
The vCIO focuses on technology strategy — roadmaps, budgets, vendor management, system performance. The vCISO focuses on security and compliance — risk assessments, security policies, compliance framework mapping, incident response planning, and the documentation your auditor and insurance carrier need. Many businesses need both. We offer them individually or combined at a discount.
Is my business too small for a vCIO or vCISO?
If you have 10 or more employees, you are already making CIO-level and CISO-level decisions — you are just making them without guidance. The question is not whether you need a technology strategy; it is whether the decisions you are making without one are costing you more than $1,800 per month in bad vendor contracts, avoidable downtime, or security gaps. For most 10-to-50-employee businesses, the answer is yes.
How is this different from what my MSP already does?
Most MSPs do reactive IT support — something breaks, they fix it. A vCIO is proactive strategy: which systems should you replace next year, how should you budget for it, which vendor contracts are costing you too much, and where is your environment headed over the next 3-5 years. Reactive support keeps the lights on. A vCIO decides which lights to buy.
What does a Quarterly Business Review include?
A structured 60-to-90-minute session with a written report: environment health scorecard, ticket volume and resolution trends, security posture rating, roadmap progress review, budget variance, upcoming renewal calendar, and a prioritized list of recommendations for the next quarter. You get the deck in advance so the meeting is discussion, not presentation.
Do I need a vCISO if I already have cybersecurity services?
Cybersecurity tools (EDR, SIEM, backup) are the defense layer. A vCISO is the strategy layer — who decides which tools, which policies govern them, how you respond to an incident, what documentation your auditor needs, and what your board should know about your risk posture. You need both. Tools without strategy leave gaps. Strategy without tools is a paper exercise.
How many hours per month does this typically take?
vCIO Advisory runs approximately 8 hours per month. vCISO Advisory runs approximately 10 hours per month. Combined, roughly 16 hours per month. The time is front-loaded in the first quarter (initial assessment, roadmap build, policy development) and levels out to a steady cadence of QBRs, reviews, and vendor management after that.
Can I bundle this with my managed IT plan?
Yes. Sovereign-tier managed clients ($225/workstation/month) get 4 hours per month of vCIO advisory included. For full vCIO, vCISO, or combined engagement, standalone pricing applies with a 10% discount for existing managed clients.
What certifications back your vCISO work?
Our advisory team brings 20+ years of hands-on infrastructure and security operations across 100+ client environments in healthcare, finance, legal, and professional services. We have designed and maintained HIPAA-compliant networks, PCI-segmented environments, and SHIELD Act data handling programs. For engagements requiring formal CISSP or CISM attestation, we partner with credentialed professionals for sign-off while maintaining direct delivery of all advisory work.
How fast does a vCIO engagement typically pay back?
Most clients document measurable savings within the first two quarters. Common early wins: vendor contract renegotiation (we have saved clients 20-40% on ISP, phone, and SaaS renewals), eliminating redundant tools and licenses, and avoiding capital expenditure through better planning. A manufacturing client documented $45,000 in preventable costs over 18 months versus $22,000 per year for vCIO services.
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Ready for IT that does not surprise you?
A 30-minute call. No slide deck. We will tell you what looks healthy, what looks risky, and what we would do first.