Bookkeeping and Accounting Setup
Assess whether your new business has a bookkeeping system, chart of accounts, and process to keep clean records from the start.
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For founders, new owners, and anyone starting out
Data Privacy and Cybersecurity Baseline
Clarify data privacy and cybersecurity baseline as a first-time owner: what decision you are making, what must happen now, what can wait, and the next concrete action.
6 guided steps
Private in your browser
Official guidance links
Start the free checker
Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
General information only; not legal, tax, insurance, cybersecurity, or investment advice. Confirm formation decisions with qualified advisers in every applicable jurisdiction.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Have you inventoried personal and confidential data, minimized collection, controlled access, enabled MFA and backups, contracted with vendors, documented retention, and prepared incident response?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: FTC small business cybersecurity
Can you avoid collecting Social Security numbers, bank details, health data, IDs, or other sensitive information you do not truly need?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: FTC small business cybersecurity
If your laptop or email were compromised today, do you know what client data is exposed, how to restore operations, and whom to notify?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: FTC small business cybersecurity
Have you listed every app, inbox, drive, and vendor that can access client personal or confidential data?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: FTC small business cybersecurity
Is there a written retention period and deletion method for data you no longer need?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: FTC small business cybersecurity
Are MFA, tested backups, least-privilege vendor access, and a one-page incident response checklist in place before you collect sensitive data?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Turn on MFA for email, bank, and cloud drives Inventory every system that holds client data
Official guidance: FTC small business cybersecurity
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