Illustrative sample report
WISP &
Security Gap Review
A clearer picture.
A practical next step.
Selected plan claims.
Reviewed evidence. Clear next actions.
Fictional example. No client data.
For small tax & accounting firms
Know where your WISP and security differ.
Compare your existing WISP with selected Microsoft 365 access, MFA and backup evidence.
$299
Fixed, one-time price
WISP & Security Gap Review
Written report + 30-minute owner walkthrough
- Up to 25 users
- One Microsoft 365 tenant
- Existing WISP required
Request the review
Free fit conversation.
WISP &
A report you can act on.
Yours to keep. Use it with your current IT provider.
What matches
Where the reviewed evidence supports your plan’s claims.
What needs attention
Gaps to prioritize, with a practical next action.
What remains unverified
Missing evidence and self-reported information, clearly labeled.
Focused by design
What we review.
Selected claims in your written information security plan (WISP) compared with available evidence. A scoped remote review, not a comprehensive audit or compliance certification.
Account access & MFA
Microsoft 365 account access, former users, administrator roles and multi-factor authentication.
Backup evidence
Backup coverage and existing restore-test records. No live restore test is performed.
Your existing WISP
Selected written claims compared with the practices reviewed. Gaps and uncertainties recorded.
Before we begin
A good fit. Clear limits.
Is your firm a fit?
An existing WISP, up to 25 users and one Microsoft 365 tenant. Complex environments are qualified before payment; work outside scope is separately quoted.
No existing WISP? Start with the free fit conversation. Plan creation is separate work, not part of this $299 review.
Not included in the review
- Remediation or changes to your systems
- Individual workstation inspections
- Live restore tests or penetration testing
- Full WISP creation or rewriting
- Comprehensive audits or compliance certification
How it works
From a question to a next step.
- 01
Confirm fit
A free conversation. Agree eligibility, scope, access and the delivery schedule before payment.
- 02
Review agreed evidence
Kevin compares selected plan claims with the available evidence. The review makes no changes to your systems.
- 03
Walk through findings
Get your prioritized written report and a 30-minute owner walkthrough. Choose what to address next.
Evidence and any scoped access are agreed in advance. Do not send passwords, tenant credentials, client records or documents through the public form or chat.
Kevin Woolf
Owner & reviewer
A person behind the findings
Work directly with Kevin.
Kevin reviews your evidence and walks you through the findings in plain English. You keep the report and choose who does any follow-up work.
Winter Haven · Polk County · the I-4 corridor
About KevinBefore you decide
A few straight answers.
What if evidence or a written plan is missing?
Missing evidence is recorded as unverified, not treated as proof that a control works. If you do not have an existing WISP, tell Kevin during the free fit conversation. Creating or rewriting a plan is separately scoped and is not included in the $299 review.
Does this certify compliance or include fixes?
No. This is a scoped remote evidence review, not a comprehensive audit, penetration test or compliance certification. Remediation, individual workstation inspections, live restore tests and full WISP creation or rewriting are excluded.
When will I receive the report?
We agree on a delivery schedule after confirming scope and access, before payment. Your request starts that conversation; it does not book a delivery date.
What should I send with my request?
Just your contact details and a high-level description of your firm, approximate user count, Microsoft 365 use and whether you have an existing written security plan. Do not send passwords, tenant credentials, client records or documents through this form. We will agree on how to review evidence after confirming fit.
Still have a question?
Ask Kevin before requesting the review. No passwords, credentials or client documents in chat.
Optional ongoing support
Your review stands on its own.
No need to switch IT providers or buy managed service.
$299
Credit toward your first managed-service invoice
Start managed service within 60 days of your report to receive the full $299 once against your first managed-service invoice.
No cash redemption; cannot be stacked with other offers; does not apply to hardware or licenses. Managed service remains month to month, with no setup fee currently.
See our website terms and Billing & Refunds. Service engagements use a separate written agreement.
Let's talk
Request the review
Start with a free fit conversation with Kevin Woolf. We confirm eligibility, scope, access and the delivery schedule before you pay for the $299 review. No payment is collected here, and there is no obligation to buy managed IT.
- kevin@woolfitsolutions.com
- (863) 349-3403
- Serving Winter Haven & Central Florida
Sunset on the water