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IT Checklists & Resources

Small Business Cybersecurity Essentials Checklist

The highest-impact security actions your team should take to close the most common breach entry points.

Practical Audit Guide

Most cyber attacks target basic security oversights rather than complex firewall gaps. Use this guide to enforce account hygiene and protect client information.

1. Identity & Access Control Control

  • Multi-Factor Authentication (MFA)

    Mandatory on email, accounting, CRM, and domain registrar portals.

  • Enterprise Password Manager adopted

    Deploy tools like 1Password or Bitwarden to prevent shared, weak passwords.

  • Deactivate stale accounts

    Audit active users and instantly delete logins of former employees and consultants.

2. Endpoint Protection & Patching

  • Automatic OS security updates active

    Verify Windows and macOS automatic updates are turned on for all laptops.

  • Centralized Antivirus/EDR installed

    Run modern Endpoint Detection and Response tools instead of basic consumer scanners.

  • Local drive encryption active

    Turn on BitLocker (Windows) or FileVault (macOS) to protect data if a laptop is stolen.

3. Employee Training

  • Phishing awareness guidelines shared

    Train staff to verify the sender's actual address before clicking links or downloading attachments.

  • Wire transfer validation protocol set

    Mandate verbal confirmation via phone before executing payments based on email instructions.

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