Access User accounts and admin access Review who has access, who has administrator permissions, and whether former employees or vendors still need cleanup.
Cloud systems Microsoft 365 or Google Workspace Review basic account settings, licensing, shared files, security controls, and common configuration gaps.
Employees Onboarding and offboarding Review how employees are set up, how access is removed, how devices are returned, and how files are transferred.
Devices Device inventory Review whether laptops, phones, tablets, serial numbers, assigned users, and return status are being tracked.
Software Software and vendors Review subscriptions, renewals, support contacts, vendor ownership, license waste, and software that may no longer be needed.
Security Passwords and MFA Review password practices, shared passwords, password manager needs, Multi-Factor Authentication, and basic security habits.
Summary Current-state overview A plain-language summary of what was reviewed and what your current IT setup looks like.
Priority list Cleanup checklist A practical list of recommended cleanup items, organized by what should be handled first.
Risks Access and documentation gaps Notes about unclear access, missing documentation, stale accounts, shared passwords, device tracking gaps, or software concerns.
Next steps Practical action plan A simple next-step plan you can use internally or request help implementing through J3 Systems Group.
Owners Small business owners You know the business needs better IT organization, but you do not want to start with a complicated enterprise project.
Operations Office and operations managers You are responsible for employee changes, software, vendors, files, devices, or support requests and need a cleaner process.
Nonprofits Nonprofits and lean teams You need clear IT support, but you may not have full-time internal IT staff to keep everything documented and reviewed.
Access problems Former employees still have access. Administrator accounts are not documented. Shared passwords are being passed around informally. Multi-Factor Authentication is not consistently used.
Operational problems Devices are assigned but not tracked. Software renewals are scattered across inboxes. Support contacts and vendors are unclear. There is no repeatable onboarding or offboarding process.
1 Discovery Start with a short conversation about your business, systems, team size, and the problems you are trying to solve.
2 Review Review the systems connected to your issue, such as accounts, devices, software, cloud services, files, and documentation.
3 Findings Identify unclear access, missing documentation, inconsistent processes, stale accounts, or other practical cleanup items.
4 Next steps Receive a practical cleanup plan that explains what should be fixed first and what can wait.
Optional Implementation help If you want help after the assessment, J3 Systems Group can assist with cleanup, documentation, and ongoing support.
Flexible One-time or recurring support Start with a one-time cleanup project or use the assessment to decide whether monthly support makes sense.
Is this a full cybersecurity audit? No. This is a practical small business IT cleanup assessment. It focuses on common access, documentation, device, software, password, and security gaps.
Do I need to know the technical details before reaching out? No. You can start by explaining what feels messy, risky, confusing, or difficult to manage.
Can this be done remotely? Many assessment tasks can be done remotely, especially for Microsoft 365, Google Workspace, documentation, account review, and planning.
What happens after the assessment? You can use the recommendations internally, request help with cleanup, or move into monthly support if recurring help makes sense.
Template Monthly IT Review Checklist Use this to review accounts, devices, software, and support tasks each month. Open checklist
Template Device Inventory Spreadsheet Start tracking devices, assigned users, serial numbers, and return status. Open spreadsheet
Template Password Policy Template Use this as a starting point for safer password and Multi-Factor Authentication habits. Open template
