Free Resources

Free guides, checklists, and templates. No sales call required.

Everything here is what we actually use with clients. Download it, run it against your own environment, and hand it to whoever manages your IT today.

Checklist · 6 pages

Microsoft 365 + On-Prem Security Hardening Checklist

Twenty-seven plain-English questions covering the gaps we find most often: MFA and admin separation, legacy sign-in methods that bypass MFA, SPF, DKIM and DMARC, device encryption, open remote access, backup testing, and Secure Score. Includes a scoring rubric.

Best for: Any business running Microsoft 365

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Checklist · 8 pages

HIPAA IT Checklist for Michigan Medical & Dental Practices

Thirty-three questions mapped to the administrative, physical, and technical safeguards in the HIPAA Security Rule, with the regulatory citation beside each one. Ends with the five critical gaps we find in almost every practice, and the order to fix them in.

Best for: Medical, dental, and specialty practices

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Template · 9 pages

WISP Starter Kit for Tax Preparers (IRS Pub 4557)

A fill-in-the-blanks Written Information Security Program plus the technical controls that actually back it up. Required by the FTC Safeguards Rule and attested to when you renew your PTIN. Includes risk assessment and vendor oversight worksheets.

Best for: Tax preparers, CPAs, and accounting firms

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Worksheet · 7 pages

Cyber Insurance Readiness Worksheet

The technical questions carriers ask, what a truthful yes actually requires, and the four ways businesses answer wrong without meaning to. Also covers the difference between a representation and a warranty, which decides whether your policy responds.

Best for: Any business renewing a cyber policy

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Guide · 7 pages

12 Questions to Ask Any Michigan MSP Before You Sign

A buyer's guide written to be used against us as much as anyone. Each question comes with the answer you want and the answer that should worry you, plus five contract clauses worth negotiating. The last section answers all twelve about NexGen, including where we are not the best option.

Best for: Anyone evaluating IT providers

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Template · 9 pages

Business Continuity & Recovery Plan Template

Define your recovery time and recovery point objectives, map critical systems and dependencies, and document who does what in the first hour. Covers ransomware, hardware failure, cloud outage, power loss, losing the building, and losing the person who knows everything.

Best for: Practices and firms that cannot afford downtime

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