Blog

  • August 16, 2023

    Home Computers, Business Files

    We’ve seen a growing number of home computers who need/want to access the business SharePoint documents, but are shared family computers. You probably log in with a local user name (not a company name), so business documents are not readily available. So how do you access these documents when you’re at home without copying them […]

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  • August 09, 2023

    Reset: Book Review

    During the Global Leadership Summit (GLS) in August, I heard Mr. Taylor speak—a powerful message, insightful and a call to action. Based on that experience, I dove into his latest book. This book is focused on Human Resources and makes the argument to put the ‘Human’ back in the title. No surprise he feels companies […]

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  • August 03, 2023

    Insurance Companies in IT?

    I’m reminded of the not-too-distant past when the CPA firms were getting into the IT business. All of the sudden, annual accounting reviews included IT-related questions. Before they would sign off on an accounting audit or review, they insisted on details regarding the computers, the network, backups, and a variety of questions that I’m convinced […]

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  • August 02, 2023

    Do NOT Change Bank Info by Email

    A client received several email requests to change bank routing info – and they were fraudulent! We can’t emphasize enough – do not accept any electronic, fax, or mailed requests for bank changes; not for Vendors, Clients, or Employees. All financial changes MUST be a phone call that you initiate with a contact person you […]

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  • July 26, 2023

    Outlook Signature

    As part of some recent Microsoft updates, you may have noticed a change in the email signatures. If you haven’t seen it yet, it’s coming your way. If the techs hadn’t mentioned the latest updates in our daily meeting, I might have panicked and thought they were all missing! I have quite a few signatures […]

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  • July 19, 2023

    A Daring Faith: Book Review

    As I sat down to read this book, it sounded like it was written to men, specifically. After all, Ken Harrison is the CEO of Promise Keepers. I almost put it down, but I’m glad I didn’t! I love the opening Preface—What’s the Point of it all? Why are we called to be selfless? We […]

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  • July 14, 2023

    Scam: Cell Phones

    Scam to Collect Cell Phone Numbers Mike received this one—it said it was from ‘Catherine Wendt’ but it was someone’s Gmail account as the sender. The message asked Mike to send his cell phone number because I needed an assignment done quickly, and asked him to watch out for my text. This would be a […]

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  • July 06, 2023

    Indirect Cost/Equipment Tracking

    Equipment Module—Indirect Costs We’ve seen a renewed interest in tracking indirect costs, sometimes focused on owned equipment, other times focused on the cost of running a shop and keeping equipment in good repair. The Equipment Module in Sage 100 Contractor is pretty powerful. Some clients are only using it to track equipment and shop costs; […]

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  • June 22, 2023

    Lead Like it Matters: Book Review

    I’ve heard Craig speak on several occasions, and each time, I was challenged and inspired. In this recent book he focuses on leadership principles for a church that lasts. However, many of these concepts, thought-provoking questions, and examples have a direct correlation with our businesses, organizations we serve, and even our families. First of all, […]

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  • June 13, 2023

    Password-Protected Files

    Several of our clients use password-protection on various files, especially Word and Excel. Also, many of our clients have the Autosave feature turned on for these documents. This brings up several interesting questions when editing these files, and some interesting logistics when someone tries to open the file. Let’s start with the call we received. […]

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