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Free Resources

Free IT Tools for Small Business Owners

Practical checklists, guides, and templates to help you assess your technology and protect your business. All free, no strings attached.

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Checklist

IT Security Checklist for Small Businesses

A 25-point security checklist your team can complete in under an hour. Find your biggest vulnerabilities before someone else does.

Best for: All businesses
Guide

Cloud Migration Readiness Guide

Everything you need to know before moving to the cloud. Costs, timelines, risks, and how to choose the right provider for your business.

Best for: All businesses
Template

Technology Roadmap Template

A 12-month IT planning template to help you budget, prioritize, and actually execute on technology improvements.

Best for: All businesses
Checklist

HIPAA Compliance IT Checklist

Healthcare businesses: check your IT setup against HIPAA requirements with this step-by-step compliance guide.

Best for: Healthcare
CPA Firms
Template

WISP Template for CPA Firms

A Written Information Security Plan template for tax preparers and CPA firms. Required by the FTC Safeguards Rule. Customizable for your firm.

Best for: CPA Firms
CPA Firms
Checklist

Tax Season IT Readiness Checklist

Run through this checklist before January to make sure your firm's IT infrastructure can handle peak season without surprises.

Best for: CPA Firms
CPA Risk Review

Get a CPA Cybersecurity & IT Risk Review

An outside view of your firm's technology and security posture. We review publicly visible exposure, security controls, Microsoft 365 considerations, phishing readiness, and other common CPA-firm technology risks. No cost, no obligation.

Request My CPA Risk ReviewCall 630.392.6129