44 min.
Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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- Management
On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are:
Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, "Creating a Written Information Security Plan for your Tax & Accounting Practice"
TV/Movie Segment
“We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from Mr. Bates vs The Post Office “Lawyers are the swords of this century. Words are weapons now. I need you to learn how to use them.” – John Dutton from Yellowstone Book Segment
Firm Forward by Edi Osborne Amazon link Favorite Social Posts
"The trick isn’t to get away from the pain. The trick is to find something so important that the pain ceases to matter at all." —Mark Manson on Twitter/X The Woodard Report Article
4 Key Questions Bookkeepers Have for Their Clients' Tax Professional Thank you to our show sponsors!
Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast
On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are:
Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, "Creating a Written Information Security Plan for your Tax & Accounting Practice"
TV/Movie Segment
“We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from Mr. Bates vs The Post Office “Lawyers are the swords of this century. Words are weapons now. I need you to learn how to use them.” – John Dutton from Yellowstone Book Segment
Firm Forward by Edi Osborne Amazon link Favorite Social Posts
"The trick isn’t to get away from the pain. The trick is to find something so important that the pain ceases to matter at all." —Mark Manson on Twitter/X The Woodard Report Article
4 Key Questions Bookkeepers Have for Their Clients' Tax Professional Thank you to our show sponsors!
Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast
44 min.