Access outlives responsibility
Former workers, vendors, shared accounts, and unnecessary administrators retain the ability to view data or change critical systems.
Cybersecurity & Risk
Defensive security for the systems that run the business.
Lilly helps small and owner-led businesses strengthen identity, Microsoft 365 and Google Workspace access, QuickBooks and payroll permissions, payment workflows, vendor controls, backups, and response processes. The work is practical, documented, and connected to financial and operational risk.
Small-business defenseFinancial-system focusActionable remediation
Why this work matters
Small-business security failures often begin as ordinary process failures.
An old administrator account, an unverified payroll change, a vendor with lingering access, an untested backup, or a shared password can become a financial event. The first job is to make those conditions visible.
Financial changes lack verification
Payroll, banking, vendor, and payment changes move through email or informal requests without independent confirmation.
Recovery is assumed, not tested
Backups may exist without clear ownership, protected access, restoration procedures, or evidence that the business can recover.
Assessment and implementation scope
Eight control areas tied to real operating risk.
The exact scope depends on business size, systems, access model, and the information available. Findings are prioritized so management can address the highest-impact gaps first.
Identity & access
User inventories, role fit, account ownership, shared credentials, offboarding, recovery methods, and access reviews.
MFA & administrative accounts
MFA coverage, privileged access, emergency accounts, device and recovery dependencies, and administrator accountability.
Workspace, SaaS & financial systems
Microsoft 365, Google Workspace, QuickBooks, payroll platforms, document storage, integrations, and other cloud systems that support financial operations.
Payroll, ACH & payment controls
Change verification, vendor approvals, segregation where practical, supporting evidence, electronic-payment release, exception handling, and fraud safeguards.
Employee & vendor access
Onboarding, role changes, offboarding, third-party permissions, ownership of external accounts, and time-limited access.
Backups & recovery
Backup ownership, access protection, critical-data coverage, restoration steps, testing evidence, and recovery priorities.
Policies, AI tools & response
Practical rules for access, acceptable use, AI and SaaS tools, sensitive information, incidents, vendors, and business continuity.
Financial fraud controls
Invoice and vendor changes, impersonation risk, payment release, unusual requests, reconciliation, and escalation paths.
What the client receives
A management document—not a scanner dump.
The assessment connects each material finding to the affected system, business process, likely impact, responsible owner, and realistic remediation step.
Where implementation is in scope, Lilly can help organize account inventories, review access, document procedures, improve change controls, develop policies, and coordinate work with the client’s IT provider or specialist security firm.
Clear boundary of service
What this offering is—and is not.
Lilly’s role is to improve defensive business controls and help management organize remediation. The firm does not claim capabilities that require a different operating model, specialist team, or independent assurance role.
Included when scoped
- Business-security and controls assessment
- Access, MFA, and administrative review
- Financial fraud-control review
- Business continuity and recovery review
- Policy, process and remediation support
Not currently offered
- Penetration testing or red teaming
- Digital forensics, malware analysis or breach attribution
- 24/7 incident response or SOC monitoring
- Managed detection and response
- Regulatory certification or legal opinions
- Guaranteed security or guaranteed compliance
Begin with the material systems
Assess the accounts and workflows the business cannot afford to lose control of.
We will define an appropriate scope based on your systems, people, financial workflows, and current concerns.
Important limitation
A controls assessment reduces uncertainty and supports improvement; it cannot eliminate risk or guarantee that an incident, loss, fraud, outage, or compliance issue will not occur. Legal, regulatory, incident-response, forensic, and specialist technical matters are referred to or coordinated with appropriately qualified professionals.