Small Business Compliance Readiness Tracker

Compliance requirements can be overwhelming when compliance isn't your full-time job.

Maybe a customer asked about SOC 2. Maybe your business handles health information and HIPAA has become a concern. Or maybe your payment processor, bank, or customer is asking questions about PCI DSS.

You know you need to get organized. The harder question is:

Where do you start?

The Small Business Compliance Readiness Tracker turns compliance preparation into a practical, plain-English working system designed for small businesses.

START WITH 60 GUIDED READINESS TASKS

The workbook includes 20 PCI DSS, 20 HIPAA, and 20 SOC 2 readiness tasks.

Each task helps you understand:

• Why it matters

• What to do

• What evidence to look for

• What question to ask when you need professional help

Assign owners, priorities, due dates, and statuses as you work.

SEE WHAT NEEDS ATTENTION NEXT

The built-in Automatic Action Plan helps prioritize work based on factors such as Critical and High gaps, overdue activities, missing evidence, items needing help, upcoming deadlines, and third-party dependencies.

TRACK YOUR PREPARATION IN ONE PLACE

The workbook includes dedicated areas for:

• Readiness Tasks

• Automatic Action Plan

• Evidence

• Gaps & Remediation

• Risks

• Vendors

• Assets & Systems

• Compliance Calendar

• Readiness Dashboard

BUILT FOR SMALL BUSINESSES

No macros.

No subscription.

No account required.

Just open the Excel workbook, complete the Start Here page, select the compliance frameworks relevant to your organization, and begin.

WHAT YOU RECEIVE

Small Business Compliance Readiness Tracker V1.0 (.xlsx)

The complete working Excel tool.

Quick Start Guide & Single-Organization License V1.0 (.pdf)

A six-page guide explaining setup, workflow, readiness progress, evidence, gaps, Action Plan use, and licensing.

IMPORTANT

This product is an educational, organizational, and readiness-tracking tool. It does not certify compliance and does not replace legal advice, cybersecurity advice, a PCI assessment, HIPAA professional guidance, accounting or attestation advice, or a SOC 2 examination. Requirements vary by organization and circumstances. Confirm applicable requirements with qualified professionals and authoritative sources.

Purchase includes a Single-Organization License. The product may not be resold, redistributed, shared as a blank template, or used as a multi-client consultant template.