Microsoft 365 advisory for small business

A clear look at your Microsoft 365: what's solid, what's not, and what to fix first.

We help Pittsburgh-area teams keep Microsoft 365 secure, healthy, and easy to run — without the jargon. We look over your setup, tell you what matters in plain English, and help you fix it.

Free · Read-only · Yours to keep either way

Free Health SnapshotFictional example · Contoso Dental, 22 people, on Business Premium
Fictional
20Things checked
3Fix soon
17Fine or minor
  • An admin account has no MFA

    Synced from the office server. Quick fix.

    Fix first
  • Device code sign-in still allowed

    Turning it off closes an easy door.

    This week
  • License seats paid for and assigned line up

    Nothing to do here.

    Good
Illustrative sample. Not a real client; numbers are placeholders. Fictional example on Business Premium. On Business Standard or Basic, results will look different and some checks are not available.

Your free Health Snapshot

A low-key look at your Microsoft 365 tenant — what’s solid, what to fix first, and what can wait. No scare tactics. No hard sell.

A free, read-only look at how safely your Microsoft 365 is set up, plus the 3 to 5 things to fix first.

Book a 15-minute call

What we look at

  • License seats: how many you pay for vs. how many are assigned
  • Sign-in rules and MFA (a second proof it’s you, not just a password). Where your plan allows, we check admin accounts; on Standard or Basic, we report whether security defaults are on instead
  • Stronger, hard-to-fake sign-in methods, where your plan allows — not available on some plans
  • Device code sign-in (signing in by typing a short code)
  • App approvals: who can approve new apps
  • Microsoft Secure Score (Microsoft’s built-in security score), where Microsoft has calculated it — brand-new setups may not have one yet
  • Device checks through Intune, where your plan includes it — not available on some plans

Some checks need Business Premium or an add-on. On Business Standard or Basic, those show as “not licensed” — the Snapshot covers what your plan allows.

Start with a Snapshot. Add what fits.

  1. Start here · Free

    Free Health Snapshot

    A free, read-only look at how safely your Microsoft 365 is set up, plus the 3 to 5 things to fix first.

    Book a 15-minute call
  2. Next step

    Two ways to keep going

    • 6-month retainerYour Microsoft 365 checked every month, your settings saved, and a plain list of what changed.
    • One-time “Fix it” projectWe fix what the Snapshot found.

    We’ll walk you through options after your Snapshot.

    See both options

Clear guidance. Practical fixes.

Baseline security, tenant health, basic admin, and straight answers when something feels off. Built for small businesses — not enterprise theater.

  • Baseline security that actually gets done
  • Tenant health checks you can understand
  • Day-to-day admin without the runaround
  • Consultative advice in plain English

Copilot Readiness

Before you buy Copilot, tidy who can see what.

About Copilot Readiness

Built for small teams in Pittsburgh

Professional services, clinics, shops, nonprofits, and growing firms that live in Microsoft 365 and want a trusted local advisor — not another vendor pitch.