Accounts, passwords and everyday IT
Advice and do-it-yourself runbooks
Some businesses just want an expert opinion. You might have someone in-house who is handy with IT, or you would rather keep the hands-on work to yourself. I look at your setup, tell you plainly where the gaps are and what to fix first, and hand you a runbook: clear, step-by-step instructions to fix each one. I am there if you get stuck, but you stay in charge.
What is included
- A review of the areas you care about, from Microsoft 365 or Google Workspace to email, devices, backups or remote access
- A plain-language list of gaps, ranked by risk and effort
- A runbook for each fix, with the exact settings, screens and order of steps
- Notes on what could break and how to test that each fix worked
- A follow-up call to answer questions while you work through it
What you get at the end
- A prioritized list of what to fix
- Runbooks you keep and can reuse, in your name
- The option to hand any item back to me if you would rather I did it
What I need from you
- Read-only or admin access to the systems being reviewed, or a screen-share walkthrough
- The person who will do the work on the calls
Not included
- Doing the fixes (unless you ask me to)
- Formal compliance audits
Related reading

The ConnectWise Breach: A Wake-Up Call for Microsoft 365
A stolen vendor login exposed over 170 Microsoft 365 accounts through one backup app. Here is what happened and how to check your own connected apps.
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Virtual Assistants and Company Data: BYOD, Laptop or VM?
Hiring a virtual assistant? Here is how to weigh a personal computer, a company laptop, and a locked down virtual machine, plus how to restrict logins by IP.
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Answer a few quick questions and book a short call. I will come prepared with a plan and an estimate.