Free Resources

IT Guides & Resources

Practical guides, checklists, and templates to help you make better technology decisions for your business.

Planning

The Ultimate IT Budgeting Guide for Small Businesses

Learn how to build a realistic IT budget, what to expect to spend per employee, and how to avoid the hidden costs that catch most businesses off guard.

What is Covered

  • Budget benchmarks by company size
  • Hidden cost breakdown
  • Build vs. outsource analysis
  • Free budget template
Security

Cybersecurity Essentials Checklist

A practical, no-jargon checklist covering the 25 security controls every NC business should have in place. Built for business owners, not IT professionals.

What is Covered

  • MFA & password policies
  • Endpoint protection
  • Email security
  • Backup & disaster recovery
  • Employee training
Planning

How to Evaluate a Managed IT Provider

Know exactly what questions to ask, what red flags to watch for, and how to compare MSP proposals before you sign a contract.

What is Covered

  • 15 questions to ask every MSP
  • Response time benchmarks
  • Contract red flags
  • Pricing model comparison
Cloud

Cloud Migration Readiness Assessment

Determine if your business is ready for the cloud, what to migrate first, and how to avoid the most common migration mistakes.

What is Covered

  • Readiness scorecard
  • Application compatibility check
  • Migration timeline planner
  • Cost comparison worksheet
Compliance

HIPAA Compliance Quick-Start Guide

A plain-English guide to HIPAA IT requirements for healthcare practices. Covers everything from risk assessments to business associate agreements.

What is Covered

  • Required safeguards checklist
  • Risk assessment template
  • BAA requirements
  • Breach notification procedures
Security

Business Continuity & Disaster Recovery Planning

Step-by-step guide to building a DR plan that keeps your business running through ransomware, natural disasters, and hardware failures.

What is Covered

  • RPO & RTO definitions
  • DR plan template
  • Backup testing schedule
  • Communication chain template
Technology

VoIP Buyer Guide for NC Businesses

Everything you need to know before switching to VoIP: cost savings, feature comparison, implementation timeline, and provider evaluation criteria.

What is Covered

  • VoIP vs. landline cost analysis
  • Feature comparison matrix
  • Bandwidth requirements
  • Number porting checklist
Security

Cyber Insurance Application Prep Guide

Get your cyber insurance application approved the first time. We walk through every question insurers ask and what controls you need in place.

What is Covered

  • Common application questions
  • Required security controls
  • Documentation checklist
  • Premium reduction strategies
Expert Help

Need Guidance Specific to Your Business?

These guides are a great starting point, but every business is different. Schedule a free assessment and we will give you personalized recommendations.

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