Financial Services IT Resources

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.

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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.

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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.

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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.

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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.

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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.

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Webinars

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.

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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.

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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.

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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.

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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.

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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.

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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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