Think Cybersecurity Is Just IT’s Job? Think Again
It is 4:17 on a Friday afternoon. A bookkeeper receives an email that appears to be from a partner at the firm: “Can you update the banking information on this client’s file before you leave?” The name is right. The tone sounds familiar. And with everyone trying to wrap up the week, the easiest thing […]
Cybersecurity Myth Busters: 6 Things Accounting Firms Still Get Wrong
October is Cybersecurity Awareness Month, and it is a good time to take stock of what your firm actually knows versus what it thinks it knows when it comes to cybersecurity. Not all of the advice out there is accurate. Some has circulated for so long that it has taken on a life of its […]
5 Ways AI Can Support Disaster Preparedness Planning at Your Firm
Most accounting firms know they should have a disaster recovery plan. But few have one that is current, tested and complete. That is not always because they lack initiative or will. Usually, the challenge is getting the first version down, especially during a season when every hour is already accounted for. People are often better […]
5 Overlooked Habits That Save Healthcare Practices the Most Time
If you are like most practice owners, you are always looking for ways to save time. New software, AI tools and productivity systems all promise to help, but the practices that run with the fewest interruptions usually have one thing in common: better habits. The biggest time-savers are not the ones getting the most attention. […]
Your Financial Services Firm Needs a Q4 Readiness Checklist
There is something impressive about how well families execute the back-to-school season. Backpacks are ready, bedtimes are adjusted and the route to school is planned out. Somehow, amid everything else going on in August, families manage to pull it together and show up ready on day one. It is a good reminder that a little […]
The 15-Minute Meeting Every Law Firm’s Leadership Team Should Have
If an unexpected disruption hit your firm tomorrow, would you handle it with confidence? You may assume the answer is yes, but many firms don’t discover gaps in communication, decision-making and operational planning until they are responding to a disruption in real time, often with a filing deadline already on the clock. September marks the […]
When the Emergency Hits, It’s Too Late to Build the Plan
When your flight hits turbulence, the last thing you want to hear from the pilot is “Give me a minute. I’ve never handled this before.” Flying feels safe not because problems never happen, but because pilots spend thousands of hours preparing for situations they hope they never face. When something goes wrong, their response is […]
The Longest Day of the Year and You’re Still Out of Time
Every year around late June, we get the longest day of the year — more daylight and supposedly more time to get things done. But for most business owners, the day still disappears just as fast. Meetings run long, interruptions pile up, and unexpected issues pull attention away from important work. Which raises an important […]
School’s Out, Cybercriminals Are In
School’s out, which means for many people the workday doesn’t look quite the same as it did a few weeks ago. Maybe you’re starting earlier so you can wrap up sooner. Maybe you’re working from home more, with a little extra background noise — the dog barking, kids home for the summer, and fewer stretches […]
While You’re Out of Office, They’re Just Getting Started
While you’re firing up the grill or sitting in beach traffic, someone else is getting to work. They’ve been planning for this. They know which businesses will be running on skeleton crews, which alerts will go unanswered and how quiet things get between Friday afternoon and Tuesday morning. At many small businesses, no one is […]