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