SAMPLE ONLY — fictional client for sales demos · Ctrl+P → Save as PDF
Blank template: itaky-health-check.html
SAMPLE REPORT — Redacted fictional business · Not a real client assessment
ITAKY ITAKY · Stanton, KY · (859) 404-1261 · itaky.net
IT Health Check
Date: 06/15/2026
Assessor: Steven Gabbard

IT Health Check Report

2-page assessment for small business IT readiness · Not a penetration test or legal compliance audit

Client Information

Business nameBlue Ridge Office Supply (sample)
Contact / titleOffice Manager
Phone / emailRedacted · on file
LocationMontgomery County, KY
Staff count / devices8 staff · 11 devices (6 PCs, 3 laptops, 2 printers)
Primary systemsMicrosoft 365 Business Basic · QuickBooks Desktop · shared Dropbox folder

Assessment Summary

Multi-factor authentication (MFA)Partial — owner has MFA; 3 staff accounts without
Backup — last verified restoreFail — backup runs nightly; restore never tested (last attempt 2023)
Windows / patch statusPartial — 2 PCs on Windows 10 past support; updates deferred
Admin accounts / shared passwordsFail — QuickBooks shared login; Wi-Fi password on sticky note
Email security (SPF/DKIM if known)Pass — SPF/DKIM configured on domain
Wi-Fi / guest network separationFail — single SSID for staff and visitors
Antivirus / endpoint protectionPartial — Defender on some PCs; no central dashboard
Documented IT contact / vendor listFail — no vendor list; previous IT contact outdated

Top 3 Recommended Fixes

  1. Enable MFA on all M365 accounts — especially admin and QuickBooks users. Estimated 2 hrs to roll out with documented handoff.
  2. Verify backup restore this quarter — run test restore to spare folder; document date. Prevents silent backup failure.
  3. Separate guest Wi-Fi — isolate visitor traffic from office PCs and printers. Router config or $200 AP add-on.
This assessment: $750 fixed · Includes on-site or remote review, written report, and prioritized action list.
Founded by Anthony Gabbard · Continued by Steven Gabbard