Why Spreadsheets Stop Working (And What to Do About It)
Every accountancy firm has that one spreadsheet. The one that started simple and now runs half the business. Here's why they break down and what the alternatives look like.
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Thoughts & writing
The Case for a Sensible Discovery Phase
Jumping straight into building software without understanding the problem properly is a recipe for expensive mistakes. Here's why we always start with a Workflow Review.
Read moreClient Portals: What Actually Works
Client portals promise to reduce email chaos and make document collection easier. But many fail because they're designed for the firm, not the client.
Read moreWe Already Have Software for That
The problem usually isn't a lack of tools. It's that they don't talk to each other, don't fit your workflows, or require too much manual work to use effectively.
Read moreAutomation That Actually Saves Time
Not all automation is worth doing. The best targets are repetitive tasks that happen frequently, follow predictable patterns, and currently require manual intervention.
Read moreWhen Off-the-Shelf Software Is the Right Choice
Custom software is not always the answer. Sometimes an existing product fits well enough, and the cost of building something bespoke does not make sense.
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