Resources
Case Studies and Whitepapers
Check out our practical guides and real stories from our experiences helping local businesses with their IT, security, and compliance.
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Case studies
Learn from our clients’ experiences

Pearson & Company: from crash to confidence
Pearson & Company, a Mechanicsville CPA firm, had no control over its own server, passwords or backups. Here is what changed in our first 90 days.

Hawkins-Graves leaves VMware for good
Hawkins-Graves is a Virginia construction equipment company. When VMware’s licensing changes made its server too costly to keep, the company moved to Microsoft Hyper-V on the hardware it already owned.

From frustration to focus: two Richmond finance firms
A Richmond CPA firm and its sister payroll company had been through several IT providers. Here is what we rebuilt and what changed by the next filing season.
Whitepapers
Learn from our team’s experience

FTC Safeguards Rule compliance for financial services firms
The FTC Safeguards Rule requires financial services firms and tax preparers to keep a written information security plan. This whitepaper explains what the rule asks for and how to put that plan in place.

Microsoft Teams Phone: a modern voice solution
Teams Phone lets your staff make and take business calls in Microsoft Teams. This whitepaper covers how it works, which phone systems it can replace, and what to plan before you move your phones into Microsoft 365.

Strategic IT services: vCIO and vCISO leadership
A virtual CIO and virtual CISO are part-time technology and security leaders. This whitepaper explains what each one does and how small and midsize businesses use them to plan IT and security.
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