IT compliance services · Southwest Florida
IT Compliance Services That Hold Up When Someone Asks for Proof
Compliance isn’t what you did. It’s what you can show.
NerdSquad Managed IT Services puts the technical controls, written policies and evidence in place for HIPAA, GLBA and the FTC Safeguards Rule, SEC Regulation S-P, PCI DSS and Florida’s data security law, then keeps them current.
Frameworks
HIPAA · GLBA · SEC · PCI
Deliverable
Evidence you can hand over
Rhythm
Quarterly reviews
Honesty
We never “certify” you
01 · Plain English
What are IT compliance services?
IT compliance services put the technical controls, documentation and evidence in place that regulations like HIPAA, GLBA and the SEC’s Regulation S-P expect, then keep them current as your business and the rules change. An MSP handles the technology side. Your compliance officer, attorney or auditor makes the compliance calls.
Most small businesses don’t struggle in an exam because they skipped security. They struggle because nobody can find the proof. Was MFA really on for everyone in March? When was the last restore test? Who approved that vendor? That’s the part we fix.
We’re a Managed Service Provider (MSP) in Naples, so the controls we document are the same ones we run every day. Nothing on paper that isn’t configured in reality.
What you get
🔎
Risk assessment and gap analysis
An inventory of systems and data, the realistic threats, the controls you have and a ranked list of what’s missing. Repeated yearly and when something big changes.
🔐
Technical controls
MFA, encryption, access controls, endpoint detection and response, logging, patching and backups configured to the standard your framework expects.
📄
Written policies
A written information security program (WISP), incident response plan, acceptable use and access policies, written for your business instead of copied from a template.
🗂️
Evidence and reporting
Reports, screenshots, logs and tickets organized by requirement, so an exam or audit request becomes a download instead of a scramble.
🤝
Vendor and BAA management
A list of vendors that touch sensitive data, their security documentation and, for healthcare, signed business associate agreements.
📨
Archiving and retention
Email, Teams and text-message archiving with retention and legal hold, for firms with books-and-records obligations.
🧪
Testing and tabletop exercises
Vulnerability scans and penetration tests with our testing partner, plus incident response tabletop exercises.
📅
Audit and exam support
Quarterly compliance reviews, and someone at the table to explain the technical controls and pull what the auditor asks for.
Free guide · Medical and dental
Running a medical or dental practice? Our guide walks through choosing a Managed Service Provider for a HIPAA-regulated practice.
02 · The evidence locker
Pick your framework. See the evidence it usually takes.
Every framework asks for proof in its own way. Here’s the kind of evidence an examiner or auditor usually asks to see, and what we put in place for the frameworks Southwest Florida businesses run into most.
Exhibit A
MFA enforced for every user
Evidence: sign-in policy export and a sign-in report
On file
Exhibit B
Backups restored and verified
Evidence: restore test log with date and result
On file
Exhibit C
Staff completed security training
Evidence: completion records and phishing results
On file
Exhibit D
Former employee access removed
Evidence: offboarding ticket and disabled-account log
On file
Illustration. Every control gets an exhibit: what it is, where the proof lives, when it was last checked.
HIPAA Security Rule
For medical and dental practices and the vendors that handle patient data (PHI). The Security Rule expects a documented risk analysis and safeguards that match it.
A current security risk analysis with a remediation plan
Unique logins, MFA and automatic logoff on systems with patient data
Encryption on laptops, phones and email that carries PHI
Audit logs and access reviews for your practice software
Signed business associate agreements (BAAs) with vendors
Backups and a contingency plan you’ve actually tested
HIPAA compliance decisions stay with your practice and its privacy and security officials.
Medical and dental IT →Exam or audit on the calendar?
Tell us the framework and the date. We’ll show you what evidence you have today and what to close first.
03 · Straight answers
What we will and won’t tell you about compliance
Plenty of IT companies sell “compliance in a box.” Here’s the honest version of what an MSP can and can’t do for you.
We will
Implement and maintain the technical controls your framework expects
Write and update IT policies with you, in plain English
Keep evidence organized by requirement and ready to export
Explain our controls to your auditor, examiner or insurer
Tell you plainly when something isn’t in place yet
We won’t
Tell you that you “are compliant” or issue a certificate
Replace your compliance officer, attorney or auditor
Hand you a template binder and walk away
Promise a specific exam or audit outcome
Name controls on paper that aren’t configured in reality
04 · How it works
From scramble to steady in four steps
Most firms start with an assessment, then settle into a quarterly rhythm, so the week before an exam looks like every other week.
01
Assess
Risk assessment and gap analysis against your framework, with a ranked list of fixes and the reasoning behind each.
02
Fix
We close the technical gaps: MFA, encryption, logging, backups, access reviews and anything else on the list.
03
Document
Policies, procedures and an evidence library organized by requirement, written for how your business actually runs.
04
Maintain
Quarterly compliance reviews, an annual reassessment, incident response tabletop exercises and updates when rules change.
05 · Which plan includes this?
Compliance support is built into Endpoint 360
Every plan includes the security controls auditors ask about first. Endpoint 360 adds compliance support, 24/7 security monitoring and asset lifecycle tracking. Archiving, encryption and testing are added as your framework requires.
What you get
Endpoint Starter
Endpoint Pro
Endpoint 360
EDR, patching and MFA management
✓ Included
✓ Included
✓ Included
Quarterly business reviews
✓ Included
✓ Included
✓ Included
Workstation backup and rapid restore
—
✓ Included
✓ Included
Compliance support and reporting
—
—
✓ Included
24/7 SOC monitoring and SIEM logging
—
—
✓ Included
IT asset and lifecycle management
—
—
✓ Included
Business data archive (email, Teams, text)
Add-on
Add-on
Add-on
Email encryption
Add-on
Add-on
Add-on
Security awareness training
✓ Included
✓ Included
✓ Included
Vulnerability assessment and penetration testing
Add-on
Add-on
Add-on
Frameworks and documentation are scoped to your industry. We support audits and exams; we don’t certify compliance.
Compare the three plans →Not sure which rules apply?
Tell us what you do and who you serve. We’ll map the frameworks that likely apply and where you stand.
06 · Questions owners ask us
IT compliance FAQ
What are IT compliance services?
IT compliance services put the technical controls, policies and evidence in place that regulations like HIPAA, GLBA and SEC Regulation S-P expect, and keep them current. That includes risk assessments, MFA and encryption, logging, backups, written policies, vendor management and help during audits and exams.
Can you certify that we’re compliant?
No, and you should be wary of any IT company that says it can. Certifications and attestations come from auditors and regulators, and compliance decisions belong to your business. We implement and document the technical controls and support you through audits and exams.
Does the FTC Safeguards Rule apply to my business?
It applies to many non-bank financial businesses, such as tax preparers, mortgage brokers, lenders, some investment advisers and auto dealers that arrange financing. If you collect financial information to provide a financial product or service, check with your attorney. We can help with the technical requirements either way.
What changed with SEC Regulation S-P?
The 2024 amendments require covered advisers and broker-dealers to maintain an incident response program, notify affected customers within 30 days of certain breaches and oversee service providers that handle customer information. We help build and document the IT side of that program.
What is a HIPAA risk analysis?
It’s a documented review of where patient data lives, the threats and vulnerabilities that could expose it and the safeguards in place. The HIPAA Security Rule requires one, it should be updated when systems change, and it drives your remediation plan.
What is a WISP?
A written information security program describes how your business protects sensitive information: who is responsible, which safeguards are in place, how you handle vendors and how you respond to incidents. The FTC Safeguards Rule requires one for covered businesses, and it’s good practice for everyone else.
Do financial advisers need to archive email?
Advisers and broker-dealers have books-and-records obligations under SEC and FINRA rules that typically cover business communications, including email and other messaging used for business. We set up archiving with retention and legal hold to match your policies; your compliance officer confirms the requirements.
How do you help during an audit or exam?
We pull the evidence the auditor or examiner asks for, explain how the technical controls work and document any follow-up items. Because evidence is collected throughout the year, most requests can be answered quickly.
We only take a few card payments. Does PCI DSS still apply?
Yes. Any business that accepts card payments has PCI DSS obligations, but how much applies depends on how you take payments. Encrypted payment terminals or hosted payment pages can shrink your scope considerably, and we can help you complete the right self-assessment questionnaire.
What happens if we have a breach in Florida?
Florida’s Information Protection Act generally requires notice to affected individuals within 30 days of determining a breach occurred, and notice to the Department of Legal Affairs if 500 or more Floridians are affected. We provide the technical investigation and timeline; notification decisions stay with you and your attorney.
By industry
Financial advisers and medical practices carry the heaviest requirements, but law firms, retailers and contractors have rules too.
Near you
We’re based in Naples. HIPAA compliance pages by city:
Keep reading
Compliance check
Get ready before someone asks for proof
Tell us your industry and what’s coming up: an exam, an audit, an insurance renewal or a client questionnaire. We’ll come back with where you stand and what to fix first.
A plain-English read on which rules likely apply
An honest gap list, not a sales pitch
Help gathering evidence you already have
NerdSquad Managed IT Services · Naples, FL · 239-465-0079
Request a compliance check
A real person reads every message. Please don’t send passwords or sensitive data.
