Operations guides and tools for growing companies.
Plain guides to the work we do every day: SOC 2, business systems, vendors, billing and websites. Use them to do it yourself, or to see what you would be handing off.
Tools
Example tools by category, what each does, why it is useful, and what it takes to set up and manage.
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How to Set Up Vanta for SOC 2
What to connect, configure and assign when you set up Vanta, in the order that saves rework.
What to Prepare Before You Engage a SOC 2 Auditor
The decisions and documents to have ready before your first call with an audit firm.
The Systems You Need to Be Compliant, by Department
The systems to have in place across HR, Finance, IT, Web, Operations and RevOps, and what each one proves.
How to Choose the Right HR System (HRIS)
What to compare when choosing an HR system, and how to run a selection that ends in a decision.
Why WordPress Is Still a Top Choice for Business Websites
What WordPress still does better than the alternatives, and the one thing it asks in return.
Why It's Smart to Have Someone Manage Your Website
What quietly goes wrong on an unattended website, and what managed care actually covers.
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