Security
A step-by-step guide to securing your small business. Learn about malware protection, RMM tools, firewalls, and real insights from 50+ SMBs.
Small businesses face many of the same cyber threats as large enterprises, but often without the same resources to combat them. Whether you’re managing a team of five or fifty, a strong cybersecurity plan is essential for protecting your digital assets, customer data, and business continuity.
This guide provides a step-by-step roadmap to small business cybersecurity, incorporating best practices, real-world insights, and advanced strategies including RMM, next-gen firewalls, and SOC 2 certification.
The first step in any cybersecurity plan is understanding your environment. Begin by creating a comprehensive IT inventory of your company’s digital assets: laptops, desktops, mobile devices, routers, cloud storage accounts, software tools, and login credentials. This foundational step supports endpoint protection, patch management, and compliance audits.
Long-tail keyword: how to create a cybersecurity policy for small business
Keeping this inventory up to date is key. Use automated tools or RMM (Remote Monitoring and Management) software to track devices and updates in real time, reducing blind spots and improving IT compliance. A reliable device inventory enables IT teams to respond to threats faster and identify outdated hardware or unmonitored endpoints.
Also, map out your dependencies. Knowing which systems are mission-critical can help you prioritize protection and recovery planning.
Your security policy does not have to be perfect from day one. Start small. Define expectations for password strength, update schedules, access levels, and response procedures in case of a breach. The goal is to build a living document that evolves with your business and keeps your team aligned.
Include onboarding and offboarding procedures, roles and responsibilities, breach reporting timelines, and how to escalate incidents. Review your policy quarterly to ensure it reflects current tools, workflows, and threats.
A password manager is one of the easiest wins in cybersecurity. Require strong, unique passwords across all accounts and implement multi-factor authentication (MFA) for critical systems.
Tools like 1Password and Dashlane help teams manage credentials securely, making onboarding and role transitions easier. MFA significantly reduces account takeover risk, even if login credentials are exposed.
Every device that touches your network should have up-to-date antivirus software and malware detection tools. These frontline defenses help stop phishing attacks, ransomware, and unauthorized access before they cause damage.
Use your RMM to deploy and monitor antivirus and malware scanning across your device inventory. Regularly verify that updates are installed and active. Without these layers, even basic phishing attacks can lead to massive breaches.
For companies starting from scratch, prioritize coverage on high-risk assets like laptops used remotely or systems with access to sensitive data.
Network security is just as important as endpoint protection. A next-gen firewall controls data entering and leaving your network and adds intrusion prevention, application control, and deep packet inspection.
Small businesses often suffer downtime from single points of failure. Address this by:
Also, implement VPN access for employees working remotely. This encrypts data transmission and adds a layer of isolation from unsecured networks. Next-gen firewalls and VPNs work hand-in-hand to enforce secure boundaries around company systems.
Data loss from ransomware, hardware failure, or accidental deletion can be catastrophic. Backups are your safety net. Use automated, off-site, or cloud solutions and test your restore processes regularly. Monitor backup logs and retention policies to confirm integrity.
Level’s interviews found that many SMBs lack recovery testing procedures. Set quarterly calendar reminders to run mock restores and validate that backups work under pressure.
Cybersecurity is not just technical. It’s cultural. Train your employees to recognize cyber threats, follow best practices, and take ownership of security.
Topics to cover:
Include onboarding training and periodic refreshers.
RMM software helps streamline updates, patch management, monitoring, and IT support. For SMBs, a user-friendly RMM tool can transform IT from reactive to proactive.
Modern RMM platforms like Level support bulk scripting, multi-platform deployment, and offline validation. They also ensure device info accuracy and offer peer-to-peer updates that do not rely on central servers.
If you manage sensitive customer data, pursuing SOC 2 certification demonstrates your commitment to data security and regulatory compliance.
Level’s SOC 2 certification journey included:
From over 50 interviews with small business leaders and IT professionals, two major gaps surfaced: complexity in RMM tools and lack of consistent security training.
These issues point to the need for simplified, reliable tools that support proactive IT automation and bulk management across operating systems.
This highlights the importance of integrating training and awareness into company culture early, not reactively.
A strong cybersecurity plan protects your company from evolving cyber threats, regulatory fines, and costly downtime. Whether you’re starting from scratch or maturing your defenses, this guide helps you:
Start small, stay consistent, and grow your cybersecurity maturity one policy, one patch, and one protocol at a time.
Your cybersecurity journey doesn’t end here. It evolves with your business.
At Level, we understand the modern challenges faced by IT professionals. That's why we've crafted a robust, browser-based Remote Monitoring and Management (RMM) platform that's as flexible as it is secure. Whether your team operates on Windows, Mac, or Linux, Level equips you with the tools to manage, monitor, and control your company's devices seamlessly from anywhere.
Ready to revolutionize how your IT team works? Experience the power of managing a thousand devices as effortlessly as one. Start with Level today—sign up for a free trial or book a demo to see Level in action.