Small Business Security Review

I review security for Charlotte small businesses: old admin accounts, former users, weak email protection, untested backups, and outdated computers.Charlotte business security reviews: old admin accounts, former users, email, backups, and outdated computers.

Know What Needs Attention First

We talk through how your business works, who manages its systems, and what concerns you. I use that to prioritize the review; it is not a compliance audit.Your business, system responsibilities, and concerns guide the priorities. This review is not a compliance audit.

Confirm Who Owns Access

I identify the people and accounts controlling Microsoft 365, domains, websites, file storage, network equipment, backups, and other systems the business depends on.I identify who controls Microsoft 365, domains, websites, files, networks, backups, and essential systems.

Check Everyday Protection

I review MFA, administrator roles, updates, endpoint settings, email safeguards, shared access, backup status, and the recovery information attached to important accounts.I review MFA, admin roles, updates, device/email protection, sharing, backups, and account recovery.

Prioritize The Work

You receive a short list separated into urgent fixes, near-term improvements, and items that can wait. I explain the business reason for each recommendation.Get prioritized fixes—urgent, near-term, or able to wait—with reasons for each.

Reviewing network equipment and ownership records.

What I Check With You

I review ownership, devices, protection, alerts, response contacts, and recovery.I review system ownership, protection, alerts, response contacts, and recovery.

Who makes security decisions?

Owners, administrators, vendors, and employees need clear responsibilities.

What must keep working?

Critical accounts, devices, data, and customer-facing systems are identified first.Identify critical accounts, devices, data, and customer-facing systems first.

What blocks common attacks?

MFA, updates, least-needed access, safer email, and tested backup reduce avoidable exposure.MFA, updates, limited access, safer email, and tested backups reduce exposure.

Would anyone notice a problem?

Alerts, account activity, endpoint warnings, and vendor notices need an owner.Assign responsibility for alerts, account activity, device warnings, and vendor notices.

Who gets called first?

The response list should include the owner, IT contact, bank, insurer, vendors, and legal help when applicable.List response contacts: owner, IT, bank, insurer, vendors, and legal help when applicable.

Can the business recover?

Backups, restore testing, replacement plans, and account recovery paths matter before an incident.Plan backups, restore tests, replacement equipment, and account recovery before an incident.

For owner education, I also point clients to the CISA small-business resources and the NIST small-business quick-start guidance.Learn more from CISA’s small-business resources and NIST’s quick-start guidance.

Checking a physical security key at the workstation.

A List You Can Act On

You’ll have a short list of the issues, why they matter to your business, and what to do next.Know the issues, why they matter, and what to do next.

  • Urgent account or access issues
  • Thirty-day security improvements
  • Account and vendor ownership notes
  • Questions requiring a specialist or insurer

Security Review Questions

See an example of this work: PVG’s Microsoft 365 account and access review.See PVG’s Microsoft 365 access review.

Is this a penetration test or compliance audit?

No. This reviews practical controls, ownership, Microsoft 365, backups, and response readiness. Regulated businesses may need a specialist.

What should a small business fix first?

The first priorities usually protect the accounts and systems that could stop the business: administrator access, MFA, former-user access, supported and updated computers, email protection, and a backup that can actually be restored. The order depends on your operation.

Not Sure Where Your Security Stands?

Tell me a little about your business and what concerns you. I’ll help you work out what needs attention first.Tell me about your business and concerns. We’ll work out what needs attention first.

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