Free IT & cybersecurity assessment
What to Expect at Your Free IT Assessment.
Not sure what needs attention first? Start with a conversation. If an assessment would help, we agree on what to review. You get written findings and priorities to keep, with no obligation to become a client.
A practical approach
A Conversation, a Review, and Clear Next Steps
Talk It Through
Tell us what your team relies on and what concerns you. We agree on what to review.
Review the Risks
Check what could expose your files, interrupt work, or make recovery difficult.
Keep the Findings
Receive written priorities and recommendations you can use with us or your current provider.
What to expect
Start with a Conversation
The strategy call is the first conversation, not the technical assessment. Tell us what concerns you and which systems your work depends on. If a review would help, we agree on its scope, access, timing, and written findings before it starts.
We can look at devices, accounts, security, backups, and the providers those systems rely on. The technical findings do not replace advice from your legal or compliance advisers.
Built around your work
What Happens During Your Free Assessment
The assessment is free and carries no obligation to become a client. Allow 1–2 hours for the review; we confirm the time needed when scheduling around your environment and scope.
- Discovery and technical review: Discuss your team, systems, recurring problems, and priorities. Review the network, devices, backups, security, and software to identify risks, reliability problems, and practical improvements.
- Read-only access or a conversation: A technical review uses authorized read-only access. No system changes are made without explicit approval. A conversation-only assessment is available if you prefer.
- A written report to keep: Receive findings ranked by risk, specific recommendations, and a summary of relevant compliance gaps. The report is yours to act on independently or discuss with another provider.
- Questions and next steps: Meet with the technical team, ask questions, and decide whether any follow-up work is useful. Having an existing IT provider does not prevent using the assessment as a second opinion.
Built around your work
Prepare for a Useful Review
Remote and Southeast Texas on-site assessments are available at no additional charge; we confirm the location and scope when scheduling.
- People and systems: Have the business decision-maker and, if possible, your day-to-day IT contact attend. Bring approximate device counts and a list of important applications and subscriptions.
- Concerns and requirements: Note recurring problems, any applicable compliance requirements, and whether you have cyber insurance. Existing documentation is helpful, but you do not need a complete inventory to start.
Before we talk
Helpful Reading
IT Provider Comparison Chart
Compare what each provider includes and the questions you still need answered.
Built around your work
What the Technical Assessment Reviews
The technical review covers the following areas within the agreed scope. There is no obligation to become a client and no credit card is required.
- Protecting accounts and computers: Review email and computer protection, missing updates, suspicious-message risks, and sign-in checks such as requiring a second verification step.
- Backup and recovery: Review backup frequency, recovery tests, cloud and local coverage, retention, disaster-recovery readiness, encryption, and storage health.
- Connections and equipment: Review network reliability, separation of guest and business Wi-Fi, remote access, equipment age, and systems exposed to the internet.
- Accounts and applications: Review user and administrator permissions, departing-user access, password controls, Microsoft 365 settings, software licenses, cloud-app access, and unsupported operating systems.
- Requirements and evidence: Review the applicable FTC Safeguards, HIPAA, and cyber-insurance questions and identify gaps needing further attention.
Details that matter
Written Findings You Can Use
Your report identifies the systems reviewed and ranks findings as critical, high, medium or low. We explain what we found, why it matters, and what each recommended change is meant to address.
You can keep the report, work through it with your current provider, or ask us for help. A conversation-only review has limits: we can discuss concerns, but cannot verify settings or recovery arrangements we have not examined.
Request a conversation
Tell Us What You Need to Review
This requests a conversation. We will agree on the assessment before any technical work starts. Please do not send passwords or sensitive records through this form.
Questions & answers
Questions About IT & Cybersecurity Assessment
Yes. The agreed assessment is free, and the written findings are yours to keep. You do not have to become a client. You can use the findings yourself or discuss them with your existing IT provider.
Bring an overview of your team, locations, key applications, current IT arrangements, and the concerns you want to address. Do not send passwords or sensitive records through the general contact form.
The technical review uses authorized read-only access. We do not change your systems without explicit approval. If you prefer a conversation-only review, we will explain what we can and cannot establish without access.
Book a strategy call or contact us to discuss your priorities.