Security Snapshot — Alder & Finch Bookkeeping
The short version
We looked at the firm's public footprint (alderfinch.example and its mail), the website, the two Macs and two phones the partners work from, and the accounts behind them. Overall, Alder & Finch is in fair shape: a reputable mail provider and encrypted laptops are already in place, and nothing we found puts money or client files at immediate risk. The single most important thing to do first is turn on hardware security keys for the two Google accounts and the recovery address behind them — the firm's client files, mail and bank sign-ins all hang off those accounts.
Below is what's already working, the handful of things worth fixing, and where we'd start.
What's strong
- Mail runs on Google Workspace with two-step verification on both partner accounts — the single biggest protection a small firm can have is already on.
- Both laptops are encrypted (FileVault) and on the current macOS — a lost laptop is an inconvenience, not a breach.
- The website is served over HTTPS only, with a current certificate and TLS 1.3, and no exposed backup, configuration or source-control files were found.
Top things to fix
| # | What to fix | Severity | Effort | The one-line fix |
|---|---|---|---|---|
| 1 | Mail can be forged to look like it's from alderfinch.example (DMARC is published with no enforcement) | High | Quick | Move DMARC to quarantine, then reject, after a two-week read of the reports — we set it up and read them with you. |
| 2 | The partners' second factor is a text message, and the recovery address is a personal mailbox with no second factor | High | Moderate | Enroll hardware security keys on both Workspace accounts and the recovery mailbox; retire text-message codes. |
| 3 | A bookkeeping add-on the firm stopped using in 2025 still holds read/write access to the firm's Google Drive | High | Quick | Revoke the grant in the Workspace admin console — minutes — and review the rest once a year. |
| 4 | The website's contact form collects personal details on a page without browser-protection headers (no HSTS, no Content Security Policy, no frame protection) | Medium | Quick | Add the standard security-header set at the host — a one-time change we make and verify. |
| 5 | The only backup of the firm's working files is the sync folder itself — a deletion or a ransomware event would sync to every copy | Medium | Moderate | Add a versioned, encrypted off-site backup that keeps 30 days of history, and test a restore. |
Severity & effort, in plain terms
| Severity | What it means | Effort | What it means |
|---|---|---|---|
| Critical | Act now — money/identity at direct risk | Quick | Minutes; often we do it on the spot |
| High | This week | Moderate | About an hour or a guided session |
| Medium | This month | Project | Ongoing or needs a vendor |
| Low | This quarter | ||
| Info | Good to know |
Your next step
A two-hour remediation session: we enroll the keys, revoke the stale grant and set DMARC to quarantine together, then schedule the header change and the backup. We can do the work for you, walk you through it, or hand you a checklist — your call.
The Clauditor · theclauditor.ai · Confidential — prepared for Alder & Finch Bookkeeping · 2026-10-20 (sample)
This snapshot summarizes a fuller assessment. The complete findings, evidence, and the scope and authorization on which they rest are in the full report. It reflects the systems in scope during the assessment window; it is a point-in-time picture, not a guarantee of future security.