Free 27-Point IT & Security Assessment

Most small businesses don’t have an IT problem — they have an IT blind spot. One missed patch, one unprotected backup, one employee clicking the wrong link.

Our free 27-point IT & Security Assessment finds the gaps before they find you. We review your network, security, backups, and Microsoft 365 setup, then hand you a plain-English report of what we found — ranked by risk to your business.

Free. No obligation. No sales pitch. If we’re not a fit, you keep the report.

What we check

Cybersecurity

  1. Firewall configuration and firmware
  2. Open ports and remote-access exposure
  3. Wi-Fi security — guest vs. internal separation
  4. Endpoint protection coverage on every workstation
  5. Operating system and software patch status
  6. Phishing and social-engineering exposure

Microsoft 365 & Email

  1. Multi-factor authentication enforcement
  2. Admin account roles and permissions
  3. Email spoofing protection (SPF, DKIM, DMARC)
  4. Mailbox and SharePoint backup
  5. License usage — what you’re paying for vs. using

Backup & Disaster Recovery

  1. Backup exists and actually runs
  2. Offsite / cloud copy of critical data
  3. Last successful restore test
  4. Documented recovery plan and recovery-time objective

Compliance

  1. Sensitive data handling (HIPAA, PCI, or tax-data rules)
  2. Encryption on devices and email
  3. User access controls and offboarding
  4. Audit trails and logging

Hardware & Infrastructure

  1. Server age, health, and warranty status
  2. Workstation age and performance
  3. Network equipment health
  4. Battery backup (UPS) coverage

IT Strategy

  1. IT spending vs. business-size benchmarks
  2. Single points of failure — does one person hold all the keys?
  3. Documented IT plan and policies
  4. Current support gaps and response times

What you get

  • A plain-English findings report — no jargon
  • Every risk ranked by business impact
  • A recommended fix plan with real pricing
  • The cost of doing nothing, spelled out
  • A 30-minute review call to walk through it all

Who this is for

Businesses with 10–100 employees in Philadelphia and the Main Line — especially accounting firms, healthcare and dental practices, and law offices. If your IT is “the guy who set it up five years ago” or a break-fix shop that only shows up when something’s broken, start here.

How it works

  1. Request the assessment below — it takes 60 seconds.
  2. We schedule a 30-minute discovery call and, with your permission, run our checks. Most are remote and non-disruptive.
  3. You get the report and the review call within a week.

Frequently asked questions

What does the 27-point assessment actually check?

Six areas: cybersecurity (firewall, endpoints, patching, phishing exposure), Microsoft 365 and email (MFA, admin roles, spoofing protection, backup), backup and disaster recovery, compliance (HIPAA, PCI, and tax-data safeguards), hardware and infrastructure, and IT strategy.

Is it really free? What’s the catch?

Yes — free, with no obligation. You get a plain-English findings report, every risk ranked by business impact, a recommended fix plan with real pricing, and a 30-minute review call to walk through it all.

How long does it take?

The request form takes about 60 seconds. Most checks run remotely and are non-disruptive. You’ll have the report and your review call within a week.

Do you need to come onsite?

Usually not. We start with a 30-minute discovery call, and most of the assessment runs remotely.

Who is this for?

Small businesses across Philadelphia and the Main Line — especially accounting firms, healthcare practices, and other businesses with compliance obligations.

Request your free assessment

Free Assessment Request

Our no-pressure promise: we do these because most of them turn into long-term clients. But if we’re not the right fit, the report is yours to keep — use it with whoever you like.

Get a Free Assessment

Contact us so that we can help identify the IT support, infrastructure, and security needs. Then, we can build a strategy for how to get you there efficiently.

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