Stop Guessing About Your Business Technology & Security. Start Knowing.

In 60-minutes you’ll get a CLEAR understanding of your tech & security: we’ll calculate your Business Tech Safety Score, run a quick Leaked Password & Breach Check, uncover wasted software spend, and build a 1-Page Fix-It-First Plan so you know exactly what to do next.

Greg & Brenda Wilson
Technology Advisors

Includes a $200 credit toward any ongoing support plan.

No tech talk – we explain in plain English.

100% non-judgmental – messy setups are normal.

Often pays for itself – we frequently find enough wasted tools to cover the review.

You’re busy running a business.
Meanwhile, your tech is creating hidden risks.

You didn’t plan for a mess.
But years of adding tools one-by-one, sharing logins, and “just making it work”
creates digital clutter. That clutter isn’t just annoying – it quietly
creates three risks we look for in your Tech & Security Review:

The Financial Bleed

You’re likely paying for software you forgot about, or for two tools that do the same job.

It’s a silent monthly tax on your profits.

In the Review, we run a Wasted Money Finder to uncover subscriptions you can cancel or consolidate.

The “Key Person” Risk

If your office manager or “IT helper” left tomorrow, would they take the digital keys with them?

When passwords and access live in one person’s head (or on sticky notes), you don’t really control your own business systems.

In the Review, we show you where this risk lives and start your Tech Snapshot so you can move toward a proper “Everything We Own” list.

The “Blind Spot” Anxiety

You hope you’re safe from scams, ransomware, and data loss — but you don’t actually know.

That low-level “Are we okay?” worry is distracting, and it usually shows up after something bad happens.

In the Review, we calculate your Business Tech Safety Score and highlight the biggest gaps so you know exactly where you stand.

Here’s exactly what we do in
your 60-minute Tech & Security Review.

We don’t just look for problems; we look for savings, weak spots, and
quick wins you can act on right away.

  • The “Wasted Money” Finder
    We analyze your software and subscriptions to find tools you aren’t using, don’t need, or can consolidate. Many clients walk away with hundreds of dollars per year in easy savings from this step alone.

  • Your Business Tech Safety Score (0–100)
    We don’t guess. We use a simple, logic-based checklist to score how safe your setup really is – things like logins, MFA, backups, and access. You’ll know if you’re in the Red (Not Safe Enough), Yellow (Needs Work), or Green (In Good Shape) zone.

  • Leaked Password & Breach Check
    We run a quick scan to see whether any of your business email addresses have shown up in known data breaches. If we find issues, we’ll show you what that means and what to change so those old passwords can’t be used against you.

  • The 1-Page “Fix It First” Plan
    You won’t get a 50-page technical report, you get a one-page, Red/Yellow/Green plan that shows exactly what to fix first, what can wait, and what’s already in good shape.

  • 60 Minutes of Expert Guidance
    A live video call where we walk through your setup together. No tech talk, no judgment – just honest answers to the questions you’ve been avoiding and clear next steps.

Includes a $200 credit toward any ongoing support plan if you decide to work with us.

The process is as easy as 1-2-3

Step 1: Book Your Session

Pick a time on our calendar that fits your schedule.

You’ll get a confirmation email with a simple Prep Checklist so we can jump straight into the good stuff (no homework beyond what you already have).

Step 2: The Tech & Security Review

In a 60-minute, video call, we look at go over your setup together.

• Spot wasted software spend
• Calculate your Business Tech Safety Score (0–100)
• Run a quick leaked password & breach check so you can see exactly where you’re safe and where you’re exposed.

Step 3: Clarity & Confidence

You walk away with a complete picture of your technology, a plan to stop the wasted money, and a $200 credit to apply to a support plan if you choose to partner with us.

Includes a $200 credit toward any ongoing support plan if you decide to keep working with us.

Worried your tech is too messy (or too simple) for this?
You’re exactly who it’s for.

This Review is built for busy owners who aren’t “tech people.”
Messy setups, old tools, and half-finished fixes are normal – that’s why this exists.

Common Questions:

Honestly, that’s most of our clients. You don’t book a review because everything is perfect — you book it because it isn’t. Our job is to help you make sense of it, not judge how you got there.

No. This works either way.
• If you don’t have IT help, we’ll show you what to tackle first and where you might want support.
• If you do have an IT person or MSP, you can hand them the 1-page plan and use us as a second set of eyes.

No hard sell. At the end of the Review we’ll give you three options:

  1. Do it yourself,

  2. Hand the plan to your current IT person, or

  3. Have us continue as your tech & safety partner.

If you choose option 3, we simply apply $200 of your Review fee to your first month of support. If you don’t, you still keep the plan.

Just:
• A rough idea of what tools you’re paying for (or a recent card/bank statement), and
• Access to your Microsoft 365 or Google admin (you stay in control and click where we guide you).

You don’t have to prepare a big document – we’ll walk you through it live.

No. We translate everything into plain English and focus on how it affects your business: money, downtime, staff headaches, and risk. If something doesn’t make sense, we explain it a different way – that’s part of the job.

Includes a $200 credit toward any ongoing support plan if you decide to keep working with us.

Our Clarity Guarantee

You deserve to understand your technology – not just pay for another report.

If you don’t feel clearer about your technology and next steps
after your Tech & Security Review, you don’t pay.

It’s that simple.

We believe in doing business the same way our clients do – with honesty, fairness, and integrity. If your Review doesn’t give you the clarity or direction you expected, just let us know within 7 days and we’ll make it right or refund you in full.

Because peace of mind is the whole point.

The cost of “guessing” is
usually much higher than $495.

Let’s find the wasted money and fix the risks. You have nothing to lose but the stress.

Delivered in days · Includes $200 credit toward support plan · Guaranteed clarity or you don’t pay