A clear, professional picture of your business's IT health.
Many small businesses run on a mixture of computers, cloud accounts, Wi-Fi, backups, and vendors that grew one decision at a time. The Small Business IT Health Assessment steps back and gives you a structured picture of where things actually stand.
Overall Score
Needs Attention
The IT Health Assessment is one part of Business IT — a signature offering alongside workstation support, networking, Microsoft 365 and Google Workspace administration, backups, and one-time or ongoing IT help.
Built for businesses without a dedicated IT department
This assessment is built for small businesses — typically five to thirty employees — that rely on technology every day but don't have anyone dedicated to evaluating it. If you've ever wondered "is our IT actually okay?", this answers that question directly.
A plan before a purchase
It's tempting to jump straight to buying new equipment or signing up for a service when something feels off. The assessment flips that order: instead of guessing at what might help, you get a prioritized, evidence-based plan for what actually needs attention — and what can reasonably wait.
Eight areas that determine how healthy your IT actually is
Governance & Documentation
Whether policies, records, and account ownership are written down anywhere — or living only in someone's head.
Identity & Access
Who has access to what, and whether that access still makes sense.
Endpoint Security & Maintenance
The health, updates, and protection of the actual computers and devices in use.
Network & Wi-Fi
How your network and wireless access are set up and separated from each other.
Email, Cloud & SaaS
How email and the cloud or business apps you rely on are secured and managed.
Backup & Recovery
Whether your data is actually backed up — and recoverable — if something goes wrong.
Monitoring & Security Operations
Whether anyone would notice if something started going wrong.
Business Continuity & Vendors
How ready the business is for a disruption, and who's actually responsible for what.
In total, the assessment reviews 49 individual controls across these eight areas. Most small business environments fit neatly into this process — if yours is unusually complex, we'll talk about scope before getting started.
A report built to be used, not filed away
- Overall IT Health Score (out of 100)
- Category-by-category health ratings
- Documented strengths worth keeping
- Priority findings, ranked by business impact
- Specific, actionable recommendations
- A staged improvement roadmap (30 / 90 / 12-month)
Overall IT Health Score
Needs Attention
Evaluated across 49 controls in eight operational and security areas.
A real, client-ready document — not a checklist and a few emailed notes
These pages are from a sanitized sample report for a fictional demonstration business, Harbor & Pine Property Services. No real client data is shown, and every real assessment's findings and roadmap will look different.
Detailed Recommendations
What was observed, why it matters, and what should be considered next.
View full size
Want to see the whole thing?
The full sample is a fictional 18-page report for a fictional South Jersey property services company, used here only to demonstrate what a completed assessment looks like. It contains no real client information, and it isn't gated behind an email address — open it whenever you'd like.
Findings are prioritized, not just listed
Findings are ranked by real-world business impact and urgency, not by volume. The goal is a short, honest list of what actually matters — not a hundred-item checklist that overwhelms more than it helps.
Remediation is a separate, optional step
The assessment itself is a diagnostic step. If you decide to act on the findings, that follow-on work — whether it's a quick fix or a larger project — is scoped and quoted separately as Business IT work. You're never obligated to continue past the assessment.
What this assessment isn't
It's a structured operational review — not a penetration test, not a compliance certification or audit, and not a guarantee that no security issues exist. It's an honest, prioritized look at where things stand today.
A consistent process behind every report
Each assessment is performed and reported using Wolfson IT Health, a system built specifically for this process — not a product or service offered on its own. It keeps every engagement consistent and every client's report to the same professional standard; you don't need to use any software yourself.
Ready to see where your business actually stands?
Small Business IT Health Assessment — $395 flat rate. Request an estimate separately for any follow-on remediation or project work.