Financial Services IT Resources

Client Stories

Salmon Sims Thomas

SST had been working with a managed services provider in the Dallas area for about five years but they were experiencing challenges with their provider. They knew the industry-trend was cloud, but they were convinced they weren’t reaping all the benefits of what the cloud could offer so they began their search for a new cloud provider.

Ghirardo CPA

As a growing CPA firm, Ghirardo has always stayed abreast of new technologies, considering technology an enabler of business productivity and competitive edge. After implementing on-premises server virtualization for several years, Ghirardo found themselves evaluating the cloud when the firm was outgrowing its existing infrastructure.

Ebooks and Guides

Understanding & Calculating Total Cost of IT Ownership

Knowing your organization’s total cost of IT and how it compares to the industry is incredibly valuable. This guide will better equip you to make recommendations for investments, hiring and overall growth.

Paradigm Shift: Moving Legacy IT to the Cloud

This handy guide assists firms of all sizes with understanding the different types of cloud technologies, how applications will function in the cloud, how desktop experiences are similar and different and how to best vet the cloud and move forward.

SEC OCIE Compliance Workbook

With the SEC OCIE stepping up audits and bringing forward new compliance requirements, we’re pleased to provide a SEC OCIE Compliance Workbook to help your firm maintain compliance.

Building an IT Roadmap

Planning for technology initiatives aid in successful and timely implementation of IT projects. This eBook walks you through everything you need to think about as you plan your IT roadmap.

Choosing the Right Cloud for Your Firm

Cloud computing has become the new normal in IT management. The question now has become “what type of cloud is right for my firm?” This detailed guide reviews four different cloud options: private, public, hybrid and multi-cloud.

Insider’s Guide to Hiring a Cloud Service Provider

Moving to the cloud can seem daunting, so we created this guide to help you identify the most important decision points along the way. Partnering with the right provider will position your firm for business success.

Webinars

Protect Yourself, Protect Your Organization – Social Media and How Your Information Gets Used

View this informational webinar where we’ll discuss how costly bad security can become, and how to prioritize security at your organization.

5 Critical Targets for Cybersecurity – Making Your Employees Your Best Defense

View this information webinar where we’ll look at the top 5 things you should be doing now that you’re likely not.

Staying Out of the Cybersecurity Headlines: Protecting Your Internal Cybersecurity Protects Your Organization

View this informational webinar where we’ll look at how industries have been hit by attacks and methods organizations have used to protect themselves from an attack.

The Costs of Bad Security and How it Affects Your Organization

View this informational webinar where we’ll discuss how costly bad security can become, and how to prioritize security at your organization.

Business Email Compromise Scams – Protect Your Organization From Becoming the Next Victim

Join us for this informational webinar where we’ll explain different types of business email compromises to be aware of and tips on how you can prevent these scams from impacting you and your organization.

Learning from the Past – Using Old Techniques to Protect You Today

View this informational webinar where we discuss what a layered approach to network security look like.

Top 11 Cybersecurity Resolutions to Protect Your Organization in the New Year

View this informational webinar where we look at 2019’s biggest risks and practical examples of things you can do to reduce your risks. .

Your Smart TV is Listening and 9 Other Surprising Cybersecurity Facts You Didn’t Know

View this informational webinar where we will review smart home technology and expose examples of how these devices have been hacked by cybercriminals.

How to Make Cybersecurity Part of Your Culture

View this informational webinar where we discuss how to make cybersecurity part of your company culture.

Your Cybersecurity Life – Part 2

View this informational webinar where we take a closer look at hacking methods that could be used on your devices, your house and yourself.

Your Cybersecurity Life – Part 1

View this informational webinar where we detail how to both protect yourself in cases where home life meshes with work or vice versa with all digital devices and lifestyles.

Professional Phishing: Your Letterhead, Your Documents

View this informational webinar that will educate you and your employees on the newest methods of the hacking community.

Phishing for Dollars

View this informational webinar where you’ll learn about new hacking methods and gain a better understanding on what to look for or who to look at during C-level time off.

Why Cloud Technology Enables Top Line Growth in CPA/Accounting Firms

View this informational webinar where we discuss how mature cloud technology has become and the rapid innovation it has experienced.

Cybersecurity Compliance, the CCO vs. IT

View this informational webinar where you’ll learn how a strategic business partner can help both the CCO and IT Director sleep better at night knowing your IT infrastructure and compliance are taken care of.

The Ultimate in Ransomware and Disaster Recovery

View this informational webinar where you’ll learn about how Netgain’s BC/DR services in Azure can prevent ransomware from ever affecting your firm’s IT operations.

How to Overcome AICPA’s Independence Rule to Retain Audit Revenue

View the recording of this informational webinar where you’ll learn how to make your QuickBooks business AICPA-compliant AND improve your firm’s profitability.

SEC OCIE Compliance

View the recording of this informational webinar where we review the SEC OCIE compliance workbook and walkthrough what your firm can do to better prepare for a situation when an audit does occur.

Understanding & Calculating Your Total Cost of IT Ownership

View the recording of this informational webinar designed to help you understand how your organization can get a true understanding of your IT costs and how to optimize your investments.

Why the Cloud is Key to the Success of Your Firm

View this informational webinar designed to help you understand the cloud and how it will allow your firm to gain key business advantages over your competition.

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