Articles
Practical notes for owners deciding what to automate, which tools to use, and who to trust with client data.
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n8n or Make: choosing an automation platform for an accounting practice
How the two differ on pricing model, data location and who can maintain them, and the questions that settle it for a firm.
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Seven questions to ask before anyone automates your client data
Whose account it runs under, what it can see, what happens when it fails, and how you switch it off.
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Document chasing belongs to a system, not a person
Why reminders slip, what a chasing workflow actually holds, and where a person should stay in the loop.