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Managed IT, Cybersecurity & Managed AI Blog

Expert advice on cybersecurity, backup, technology planning and AI from our team.

An IT checklist for accounting firms before busy season.Nine IT steps for accounting and CPA firms before tax season: WISP, multi-factor authentication, tested backups, tax software, patching, remote work, phishing training and secure file exchange.What a virtual CIO actually does, and when you need one.A virtual CIO provides strategic IT leadership without a full-time hire: roadmaps, budgets, risk and lifecycle planning. What a vCIO does and signs you need one.Co-managed IT: how it works when you already have an IT person.Co-managed IT services keep your in-house IT person in charge and put a full team behind them. How the work is divided, signs you need it, and questions to ask a provider.Business continuityIs your backup actually ready? Six questions to ask.Having backup software on a server doesn’t mean your important systems are protected. Here is how we check whether a backup would actually get you back to work.AI servicesSkill, Workflow or Agent? How to tell which one you need.Three words that get used interchangeably describe three very different shapes of AI capability — with different costs, risks and maintenance needs.AI servicesChatGPT or Claude? How we choose a platform for a client.We do not sell both platforms to every client. Here is the scored evaluation we use to pick a primary platform — and the narrow cases where a second one makes sense.AI servicesWhat an AI Assessment actually answers.Five practical questions leadership can act on.PlanningKnow what to fix now, what to budget next, and what can wait.What actually happens in a recurring technology business review — and why the same team that sees your tickets should be in the room when the roadmap is written.AI servicesWhat “maintenance” means — and what counts as a new build.The line between keeping an AI capability working and building something new, spelled out so there are no surprises on either side.Microsoft 365Before Copilot: what to check in your Microsoft 365 tenant.AI inside Microsoft 365 inherits whatever permissions and data exposure already exist. Fix the foundations first.

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