Know where your IT stands, in writing.
We check eight parts of your setup where small businesses most often run into trouble, remotely from anywhere in the United States. We do not change anything during the review. Afterwards you get a plain-language report that shows what is working, what is at risk and where we would start.
Request my free assessment +1 (778) 779-7127Eight areas, one honest picture
Email and domain
Who controls your domain, which services are allowed to send mail for it, and whether its SPF, DKIM and DMARC records are in place.
Accounts and sign-in
Multi-factor coverage, shared logins, who holds admin rights, and accounts of people who have left.
Computers and phones
Updates, anything past end of support (Windows 10 included), protection, encryption, and the plan for a lost phone.
Backups
What is backed up, where the copies live, and the date anyone last restored from one.
Network and Wi-Fi
What your office exposes to the internet, the age of your router or firewall, and whether guests share your business network.
Website and listings
Who controls your hosting and renewals, your certificate, and your Google Business Profile.
Business software
The tools behind your quotes, stock, invoicing and bookkeeping, and the places where your team enters the same information more than once.
Privacy and compliance
Where customer information is kept and who can see it, and whether rules such as HIPAA, the FTC Safeguards Rule or your state's privacy law apply to you.
What you take away
- A written report in plain language, usually two to four pages.
- What is fine, so you can stop worrying about it.
- What is at risk, and why it matters to your business.
- Our top three recommended fixes, each with an estimated cost in USD and how long it would take.
- A report you keep and can share with any provider, whether or not you hire us.
Our ground rules
- Not a sales pitch. If something works, we say so.
- No changes to your systems. We look; we do not touch.
- No passwords handed over. You sign in and share your screen, or grant temporary read-only access.
- No obligation and no contract.
- Not legal advice. Where a compliance rule may apply, we say so and you can confirm it with your advisor.
Three steps, about an hour of your time
Request
Send the form below or call us. We confirm a time in your time zone and tell you what to have on hand.
Review
Over a screen share. We ask questions, you show us the screens, and nothing is changed.
Report
You receive the written report by email, and we walk you through it on a short call if you like.
Request your free assessment
Tell us a little about your business. We reply within one business day.
We use these details to arrange and prepare for your assessment. Our privacy page explains how we handle them.
Questions about the assessment
More answers on our FAQ page.