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I Use AI Like a Second Set of Eyes, Not a Decision Maker

by Lisa Harris | Jun 30, 2026 | Insights, Systems & Automation

I use both ChatGPT and Claude. Not really as a versus thing. I do not trust one answer just because it sounds good. Sometimes I put the same issue into both and compare where they agree, where they split, and where one catches something the other missed. That is...

Why Your Monthly Close Takes So Long

by Lisa Harris | Jun 4, 2026 | Insights, Systems & Automation

If you’re getting last month’s financials in the middle of this month — or later — every decision in between is based on incomplete data. Your financials become historical records instead of management tools, and by the time you see a problem, it’s...

Still Tracking Critical Data in a Spreadsheet Only One Person Understands?

by Lisa Harris | May 12, 2026 | Insights, Systems & Automation

I walk into businesses every month and find the same thing: a critical spreadsheet — payroll tracking, loan amortization, job costing, inventory — that only one person knows how to use. If that person is out sick, on vacation, or quits, the business grinds to a halt....

Your Process Isn’t Broken — It’s Missing

by Lisa Harris | Mar 27, 2026 | Insights, Systems & Automation

When the same problem keeps showing up — missed deadlines, duplicated data entry, things falling through the cracks — the instinct is to blame the people. But nine times out of ten, there was never a real process to follow in the first place. The team isn’t...

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