Your time is what you sell. Every hour lost to a frozen laptop, a locked-out account, or “wait, can I paste this into ChatGPT?” is an hour you don't get back. I take the tech off your plate, explain it in plain English, and keep client information where it belongs.
Book a free Tech Headache Call30 minutes. You talk, I listen, you leave with the one thing to fix first.
Set up, kept up to date, and accounted for, so you know what you own and who has it.
Microsoft 365 or Google Workspace run cleanly. Two-step sign-in on the accounts that matter. People added on day one and shut off on their last day.
Your files backed up somewhere sensible, with a real restore tried before the day you need one.
A simple, safer way to send client documents than attachments, and an inbox that's harder to fool.
A one-page AI policy your team will actually read, plus the right settings so client details aren't used to train someone else's model.
When something breaks or a vendor sends you a quote you don't understand, you call me and get a straight answer.
The North Carolina State Bar's 2024 Formal Ethics Opinion 1 says lawyers can use AI, but protecting client confidences and checking the output is still on the lawyer. I set up the tools so that's easier to do. I'm not a lawyer, so the ethics calls stay with you.
If you prepare tax returns, federal rules require a written information security plan. The IRS walks through it in Publication 5708. I'll help you write one that matches how your office really works, then make sure the tech backs it up.
Microsoft ended support for Windows 10 on October 14, 2025. If a computer in the office still runs it, that's usually near the top of the list.
I've spent 25+ years leading operations, customer success, and support teams: 21 of them at Microsoft, then Tanium, EY, and Cyera. The job has always been the same: find what's slowing people down and fix it in the right order.
Now I do that for Charlotte offices. I'm not here to sell you hardware or software. If we keep working together after the call, you'll know what it costs before anything starts. If we don't, you still keep the advice.
The Tech Headache Call is free and takes 30 minutes. No pitch, no prep, no jargon.