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Ledger & LockFinance & security

Service 01

Business Protection Review

We look at how your business could be compromised, how money could be taken and how well you would cope if systems went down, then give you a prioritised plan in plain English.

Most owners of established businesses know cyber risk matters. Fewer have an independent view of where their business actually stands, or what would happen to cash flow, customers and production if something went wrong.

The Business Protection Review gives you that view. We examine your technology, your payment processes and your resilience arrangements together, because that is how attackers and disruption find their way in.

Who it is for

  • Owners and directors who want an honest, independent view of their exposure
  • Businesses whose IT is handled by a small provider or a capable member of staff, without a dedicated security specialist
  • Finance directors concerned about invoice fraud and supplier impersonation
  • Businesses preparing for customer due-diligence questionnaires, insurance renewals or tenders

What it covers

Areas we look at

Cybersecurity posture

A practical look at your devices, network, cloud services and how they are configured and maintained.

User access and permissions

Who can access what, who has administrator rights, and whether leavers are removed promptly.

Multi-factor authentication

Where MFA is in place, where it is missing and which accounts matter most.

Email security

Protection against spoofing, phishing and mailbox takeover, the most common route into an SME.

Backup and recovery

Whether backups exist, are protected from ransomware, and can actually be restored in a sensible time.

Supplier payment fraud

How bank-detail changes, payment approvals and urgent payment requests are handled in practice.

Business continuity

What would happen to orders, production, dispatch and payroll if key systems were unavailable for a week.

IT provider arrangements

What your IT provider is and is not responsible for, and where the gaps sit between you.

Staff awareness

How well your people recognise and report suspicious emails, calls and payment requests.

How it works

A clear process from start to finish.

  1. 1

    Scoping call

    We agree what is in scope, who we need to speak to and a fixed fee.

  2. 2

    Information gathering

    Short interviews with key people, a review of settings and documents, and a light-touch technical review.

  3. 3

    Analysis

    We assess the technical findings alongside the commercial consequences.

  4. 4

    Report and debrief

    You receive the report and we walk the directors through it, answering every question.

What you receive

  • A written report explaining your risks in plain English, not technical jargon
  • A prioritised action plan: what to fix now, what to plan for and what can wait
  • A view of the likely financial and operational impact of the main risks
  • Practical recommendations you can give to your IT provider or ask us to deliver
  • A face-to-face or video debrief with the directors

FAQs

Business Protection Review: common questions

How much of our time does the review take?

Usually a few hours in total: a short kick-off, interviews of around 45 minutes with two or three key people (typically a director, someone from finance and whoever looks after IT), and the debrief. We work around production and busy periods.

Do you need access to our systems?

We need read-only visibility of key settings, such as your email and Microsoft 365 or Google Workspace security configuration, backup arrangements and user lists. We agree exactly what access is needed in advance and never make changes during a review.

Will this upset our IT provider?

It shouldn't. We are not trying to replace them. Most good IT providers welcome an independent view, and we share findings in a constructive way that helps them help you.

What if you find something serious?

We tell you straight away rather than waiting for the report, explain what it means in plain English and suggest the immediate steps to take.

Is the review the same as Cyber Essentials?

No. Cyber Essentials checks a set of core technical controls. The review is broader: it also covers payment fraud, financial controls, business continuity and your IT provider arrangements. Many clients use the review to prepare for Cyber Essentials.

Next step

Start with a conversation about your business.

An introductory conversation costs nothing. We will listen to where your business is heading, talk through what is holding it back and tell you honestly whether and how we can help.

  • 30 to 45 minutes, by video or in person

    At a time that suits you.

  • A conversation, not a sales pitch

    We want to understand your business first.

  • A clear proposal

    If we can help, you will know what we suggest and what it will cost.