Insights

Things we keep finding.

What actually goes wrong at firms your size. Written for owners.

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Latest

August 1, 2026

Nobody reads your website. They check four things and leave.

Somebody looks you up at nine at night, on a phone, with two other firms open in two other tabs. What a small firm’s site actually has to do in that minute, and the four things that decide whether she calls in the morning.

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More pieces.

July 28, 2026
Nobody knows how many calls your office missed last week
She does not leave a message and she does not call back — she calls the next name on her list, and nothing about it shows up in your day. How to find out how many, and the honest range of fixes from somebody covering lunch up to an assistant that answers and books.
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July 21, 2026
What the Safeguards Rule actually asks a car dealership for
A page in a lender’s packet asks whether your store complies, and nobody in the building is certain. Most of what the rule asks for is already running. What is usually missing is the written program itself, a second step on the lender portals, and one page a year.
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July 7, 2026
You checked the box in October. Now somebody has to write the plan.
A line near the bottom of the renewal asks whether you are aware you must have a written data security plan. Who actually requires it, what belongs in one, and why the file somebody downloaded in 2022 is probably not it any more.
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June 23, 2026
You can leave the company that looks after your technology without a bad month
Nothing they hold is theirs — your passwords, your files, your accounts, your web address. What a clean handover looks like, why the old arrangement should stay standing until the new one is proven, and the one record to check before you say anything to anybody.
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June 9, 2026
You have two quotes and they look nothing alike
Both are for the same fourteen people in the same building, and they are nowhere near each other. What actually drives the cost of looking after a small firm’s technology, and the questions that make two quotes comparable.
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May 12, 2026
You can wait on most of the clever new software
There is usually one small job worth handing over now, and a longer list worth leaving alone for a year. Plus the question to ask before any client file leaves your building.
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April 14, 2026
You won the contract. Now somebody has to fill in the questionnaire.
The work you spent four months winning came with a security questionnaire, due back Friday, and nobody in a fourteen-person firm has that in their job description. Here is who should answer it, and why an honest no is worth more than a hopeful yes.
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March 17, 2026
Everybody knows not to take a call in the back room
One room where the calls break up, and after a year nobody mentions it any more. Telling a building problem from an equipment problem takes a walk around the floor, not a purchase.
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February 24, 2026
Everything breaks in your busiest month, and it isn’t bad luck
The work that belongs in the quiet season keeps getting pushed into the loud one. Then a machine that has been making a noise since November gets replaced in a hurry in March, and you live with that choice for years.
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January 20, 2026
Nobody wants to ask whether they can still get in
A resignation lands on a Tuesday and the whole office turns kind. Six months later the mailbox is still open, because closing it felt, at the time, like an accusation.
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November 18, 2025
The backup you’ve never tested isn’t a backup
Almost every firm we review has copies of its files. Far fewer have ever put one back. The gap between those two things is where bad weeks come from.
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October 7, 2025
Three former employees can still open your front door
When someone leaves a small firm, the desk gets cleared and the keys come back. The logins usually don’t. Here is what we find, and how long it has usually been sitting there.
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September 2, 2025
What your insurance actually requires (and why it matters)
The renewal questionnaire has quietly become a technical audit. Firms are answering yes to questions nobody in the building can verify — and finding out at the worst possible moment.
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Things we keep finding.

Nobody reads your website. They check four things and leave.

More pieces.

Nobody knows how many calls your office missed last week

What the Safeguards Rule actually asks a car dealership for

You checked the box in October. Now somebody has to write the plan.

You can leave the company that looks after your technology without a bad month

You have two quotes and they look nothing alike

You can wait on most of the clever new software

You won the contract. Now somebody has to fill in the questionnaire.

Everybody knows not to take a call in the back room

Everything breaks in your busiest month, and it isn’t bad luck

Nobody wants to ask whether they can still get in

The backup you’ve never tested isn’t a backup

Three former employees can still open your front door

What your insurance actually requires (and why it matters)

Get the next one.

Where does your own firm stand?