Ten weeks, in order
Decisions and orders first: staffing, the capacity rule, the software rollout. Then the security checks and the restore test. Then rehearsal, the client letter, the intake desk. Nothing new in the last two weeks. Every row dated.
Free tool
Walk into busy season ready. Every task, dated.
Pick the day your firm must be ready and answer fourteen questions. Out comes a readiness plan with every technology, people, client, security, and recovery task dated back from that day, the weekly rhythm to run in season, and the retrospective to run after. Free, no sign-up, delivered as a Word document.
- Every task gets a date, counted back from the season start you choose.
- Your answers stay in your browser. Nothing is uploaded or stored.
- A plan for the whole firm, plus a one-page client instructions insert and a seasonal staff checklist.
What you get
The season planned like a project, because it is one.
The rhythm that survives March
A fifteen-minute Monday, a daily intake clear, a daily acknowledgment check, a two-minute Wednesday on backups and alerts, a Friday that catches what slipped. Written down, so it happens when everyone is tired.
What it is not
It is not a tax calendar, and it does not know your state deadlines. It is the operational plan around them. Version 1.0 (October 2026).
Want the technology rows done for you?
Tech Guru clients walk into every season with updates applied, backups tested, detection watched, and seasonal laptops shipped ready. Book a discovery call.
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