• February 10, 2023

    Adding/Removing Staff

    Adding/Removing Staff Many years ago, we realized we needed a check list for all incoming and departing employees. There are so many things to consider on both sides of the relationship, so these checklists have been invaluable! How about you? Do you have a checklist to on board new staff? Next question – do you […]

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  • February 09, 2023

    SendGrid – An Alternative!

    Back in October, Microsoft made the smart move to turn off a security risk. Sage was ready for this change, allowing the SendGrid alternative to email Payroll Vouchers. So here’s what happened next (and an alternative we’re offering): Sage hardcoded that when you send one of these, the sender receives a copy, creating two ‘sends’ […]

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  • January 25, 2023

    Sage Backups – The Real Story

    Sage Backup Alerts In the early months of each new year, we receive a new round of inquiries about a Sage message that comes up when logging into the archives, so we thought we’d recap what this is and how it works. Each evening, Sage makes a copy of your current dataset. Often this copy […]

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  • January 18, 2023

    Book Review: Leadership Is An Art

    I love the opening sentences under the chapter What IS Leadership? “The first responsibility of a leader is to define reality. The last is to say thank you.” Another nugget right at the beginning; “It also helps us to understand that for many of us there is a fundamental difference between goals and rewards.” And […]

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  • January 04, 2023

    The Dark Web Threat

    The Dark Web is a part of the Internet that is not indexed by search engines. It’s not easy to navigate to and is full of illegal activities. It also presents danger to businesses. Here are 3 reasons the Dark Web poses a threat:          1.) The Dark Web is Hopping—Activity on […]

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  • December 14, 2022

    Book Review: The Customer Service Revolution

    I heard John DiJulius speak at a recent industry event in Nashville. His passion for the Customer Service revolution is sincere and compelling. Whether it’s in-person customer service, a call center, or online, people’s expectations are moving away from purely transactional to relational. When it’s just a transaction, we tend to move to price. If […]

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  • December 07, 2022

    Cyber Security

    This is a HOT topic! We held a webinar with cyber insurance experts; there were several breakout sessions at the recent CFMA conference; and we presented to four (4) local Chambers during a lunch event focused on cyber. This is when quite a few business owners tune out! They think they’re too small and this […]

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  • December 01, 2022

    PPP Funds – Audits

    Many of you received PPP funds, tracked your allowed expenses, and provided documentation so the loans would be forgiven. At the CFMA conference, one of the breakout sessions brought up some very interesting info. Did you know they can audit these loans for up to six (6) years? It is well known that there was […]

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  • November 30, 2022

    Book Review: BE 2.0

    Years ago Jim Collins joined with his then-mentor and wrote Beyond Entrepreneurship (BE). For several years he’s wanted to add and expand the information to incorporate the results of his many research projects. So he decided to write BE 2.0. The original text is all intact and as Mr. Collins shares in the opening, it’s […]

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  • November 23, 2022

    Go To Meeting vs Teams

    We’ve been recommending the use of Teams for internal Chat, internal meetings (audio and/or video), sharing documents, and even ‘live’ collaboration right in the document! So why are we using Go To Meeting when we meet with you to look at your question or train on something new? So glad you asked… For some of […]

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