What Accounting Firms Learn About Technology During Tax Season
Tax season is the best stress test your technology will ever get. And it is completely free. You did not ask for it, you cannot opt out, and every year between January and April your systems will tell you exactly where the cracks are. The question is whether you are paying attention. I work with
- Published in Woo on Tech
Your Employees Are Already Using AI With Your Client Data
You just don’t know it yet. I had a conversation recently with a client that stopped me cold. One of their employees had been using a paid AI chatbot to help with administrative work. She was saving herself hours a day. She was sharp, resourceful, and genuinely proud of what she figured out on her
- Published in data privacy
The 3-2-1 Backup Rule Explained for Non-Technical Business Owners
The 3-2-1 backup rule is one of those things that IT people throw around like everyone should know what it means, and then they’re shocked when business owners look at them like they’re speaking ancient Greek. So let me explain it in plain English, because this rule is genuinely important for protecting your business data.
- Published in backup and recovery
Microsoft 365 vs. Google Workspace: Which One Actually Works for Law Firms?
Many businesses, when trying to get their processes in order, debate whether using Microsoft 365 or Google Workspace would work best for their needs. Although the business world tends to “expect” Microsoft applications, there are those who fully utilize Google. Here’s the honest truth: both platforms are good. Both will handle your email, calendar, file
- Published in Woo on Tech
Your Backup Strategy Is Probably Broken (Here’s How to Fix It)
I’ve been doing this for over three decades, and I can tell you with absolute certainty that most small business backup strategies are garbage. Not because people don’t care about their data. They do. But because backups are one of those things that everyone assumes is working fine until the moment they desperately need it,
- Published in backup and recovery








