800-465-4656 [email protected]

AI Won’t Fix Your Chaos. It Will Amplify It.

I know. You are firehosed with AI content. I said as much in a previous blog.

And yet, here I am. Writing about it again. 😂

Because it is not going away. And some of it is genuinely powerful. Unlike anything we have seen before in software.

But AI is not a magic bullet. And today I have some cautionary advice.

If your company is operating without detailed systems, AI will not fix that. It will magnify it. Repeat: it will not fix it.

Here is why.

Reason One – It Makes Mistakes With Confidence

AI gets things wrong. Sometimes a lot.

And it delivers the wrong answer with total confidence. That combination will trick you into thinking it has nailed the answer, when it has not.

Reason Two – It Is a Mirror

AI is a perfect reflector of your thinking.

If your instructions, your prompts, your thinking are scattered, weak, or shallow, the AI will reflect that right back at you. Weak inputs. Weak outputs.

You can blame the AI. But it is just a robot. It is a pretty good reflection of you. It is a mirror.

Soooo.

Reason Three – Chaos Meets Chaos

If your business has not been systematized — no workflows, no Performance Standards, no documented outcomes and processes — adding AI to the mix will not clean that up.

It will create chaos on steroids.

The Xero Lesson

How do I speak with such authority on this? Because I watched it happen. Up close.

An associate of mine converted from desktop accounting software to Xero. His old system was more manual. More human-driven.

He came to me almost in tears. Firehosed by daily bank feeds and automations he never asked for. He reverted to his old system.

AI is simply the next chapter of that same story. All of this AI stuff is an evolution of what has been unfolding for twenty years. Cloud-based software has virtually wiped out desktop software.

And it is entirely possible AI now disrupts the cloud-based software industry in ways we cannot yet imagine. It already has. To the tune of $285 billion in market value this past February.

But I digress.

Systems First. Then Play.

Coming back to the real challenge — integrating AI into your business, for systems, for automation, for real work.

Be careful.

Document your workflows, your systems, everything you do, first. On the side, play with AI in simple ways. Get comfortable with how it handles practical, everyday admin work.

Here is an example. The other day I used Claude Cowork to reorganize a ten-year-old folder structure for my company. It gave me a four-part plan. Asked permission. I said fly away, step by step.

I kept working on other things while it restructured and organized my slightly messy folders. Beautifully, I might add.

That was not value-added client work. But it built my confidence in what this thing can actually do. And it expanded my thinking to other areas I had not considered.

Here is another one worth testing. Set a repeating task that surfs the internet for items of interest on any topic you choose. Ask it once. It runs every day and drops a summary report in your inbox.

That single example opens the door to a much bigger idea — working with repeating tasks that run without you.

In Summary

Put systems in place first. Play with AI on the side to get comfortable with it handling routine, admin work. Do that, and you will be ready when it is time to go further.

Thanks for reading…

Culture Is Everything

Culture is the pinnacle of creation.

I mean that. If you build a genuine culture in your business, you transform everything around you. Your team. Your customers. The quality of work. The kinds of clients you attract. All of it.

And yet. Most business owners spend almost no time on it.

I want to talk about why that is a mistake. A big one. And I want to tell you a story about the moment I almost made it myself.

What Culture Actually Is

One definition: “The set of predominating attitudes and behaviors that characterize a group or organization.”

Fine. But that still does not quite capture it.

Culture is invisible. You cannot see it. It is not in your operations manual. It does not live in any one person. It is not your systems, your policies, or your org chart.

And yet you feel it the moment you walk into a business that has it.

Think of a business you love. One that has outlasted its founders. One where every interaction feels consistent, warm, excellent. Where the service is the same whether the owner is in the building or on a beach in Mexico.

That is culture. It is the soul of the place.

Still. Small. Unseen. Felt everywhere.

Where It Comes From

It starts with you.

As Founder. As CEO. As Manager.

Culture begins with your beliefs. What you believe gets transmitted through your actions. Through what you say. And — crucially — through how you say it. Your tone. Your consistency. The way you treat a junior team member when you are under pressure. The way you talk about a difficult client when they are not in the room. The way you show up when things go sideways.

Your team is watching. All of it. Always.

And they will mirror it back. To each other. And to your customers.

Culture is not built in a team-building afternoon. It is built — quietly, relentlessly — in ten thousand small moments of a business day.

Why Most Business Owners Miss It

Here is what I see over and over.

Almost all the time, money, and mental energy goes into systems. Hiring. Managing. Operations. Firefighting. Just generally, getting stuff done.

And I get it. There are payables due. There is a client issue. There is a hire that is not working out. Culture feels like something you will get to later. When things calm down. When there is more time.

But things never calm down.

And culture, left unattended, does not stay neutral. It drifts. And usually not in the direction you would choose.

The Day I Cracked My Own Ming Vase

I love our culture at Controllership Plus. I am genuinely proud of it.

It is built on respect. Excellence. Kindness. Results over process. Going the extra mile for our clients. We did not stumble into it. It was deliberately created, carefully tended, and it shows in the team we have and the clients we keep.

Which is why what happened next shocked me.

I raised my voice. In an interaction with a team member. It was one moment. Not a tirade. Not a blow-up. Just a raised voice that left someone feeling devalued.

And I was the one who did it.

Me. The person who created this culture. Who initiated it. Who breathed life into it. Who writes blogs about it, for goodness sake.

I cracked the Ming vase.

Here is what I learned in that moment. I had made a quiet, dangerous assumption. I had started to think of our culture as tensile steel. Permanent. Unbreakable. Something that could absorb anything I threw at it because we had built it so well.

It is not tensile steel. Or rather — it is both things at once. Strong enough to survive. Fragile enough to crack in a single careless moment. Like a tree that has weathered decades of storms but can still be split by one bolt of lightning.

I caught it quickly. I apologized. Directly. Sincerely. I followed up with an email so there was no ambiguity about where I stood. I paid closer attention to my words in the days that followed.

Our culture was not destroyed. It is strong and intact. But it woke me up.

As in any relationship — a marriage, a friendship, a team — it only takes one or two bad acts to begin unraveling a lifetime of tenderness. The repair is possible. But the prevention is everything.

Now Some of You Are Ready to Scream

“Mark, this is all very nice. But I run a business. Not a monastery. I need results. Revenue. Accountability.”

I hear you.

But here is what I have seen, time and again, in the businesses I work with closely.

Strong culture means lower turnover. Lower turnover means lower hiring and training costs. Lower costs mean higher margins. Higher margins mean more profit.

Culture also drives customer experience. Customer experience drives loyalty. Loyalty drives referrals. And referrals are the cheapest, highest-converting leads you will ever get.

Culture is not soft. Culture is a balance sheet item. We just do not have a way to put it there yet.

The Businesses That Last

Go find a business that has been genuinely thriving for 30, 40, 50 years. One that has outlasted its founder. One that has survived recessions, leadership transitions, and the chaos of the world.

I will make you a bet.

Somewhere in that company’s history, a leader made culture a deliberate priority. Not a side project. A priority. They were intentional about how people spoke to each other. What got celebrated and what was not tolerated. The tone. The standards. The values. They put in the work — not with a big budget, but with consistency and relentless care.

And it stuck. It became the way things are done here. Even when no one could quite explain why.

That is the real power of culture. It outlives the people who built it.

Where to Start

You do not need a consultant. You do not need a two-day offsite. You do not need a culture committee.

You need one question.

“What do I want it to feel like to work here? And to be a customer here?”

Then start living it. In your next team meeting. In your next client call. In how you respond to the first difficult thing that happens today.

Culture is built one moment at a time.

I know. Because I almost forgot that. And a good person reminded me.

Thanks for reading…

How to Build and Sustain a Business in an Unstable World

Does the world feel a bit unstable right now?

A bit?

Tariffs. War in the Middle East. Rising prices. A sluggish economy. High taxes. Governments that make you shake your head.

Of course, in times past, everything rolled along quite nicely, right?

Let’s take a little trip back. Just 100 years or so.

The 1920s gave us The Great Crash. The 1930s handed us The Great Depression — unemployment hitting 25%, banks failing, families devastated for a full decade. The 1940s? A World War that consumed the entire planet. The 1950s brought the Korean War, the Cold War, and the very real daily anxiety of nuclear annihilation. Duck and cover, kids.

The 1960s? Vietnam. The assassinations of JFK, RFK, and Martin Luther King. Cities burning. A society tearing itself apart in real time. The 1970s served up stagflation, oil embargoes, and interest rates that climbed to 20%. Twenty percent. Businesses were crushed by the simple act of borrowing money. The 1980s collapsed the Savings and Loan industry — a $130 billion taxpayer bailout to clean up the mess.

The 1990s? The Gulf War, the Asian Financial Crisis, and a Dot-Com bubble inflating to dangerous, absurd levels. The 2000s opened with 9/11 — a single morning that reshaped the entire world — and closed with the 2008 Housing Collapse that nearly took the global financial system down with it. The 2010s brought European Debt Crisis, Brexit chaos, and trade wars quietly beginning to simmer. And the 2020s? COVID shut down the global economy overnight. Then came inflation, supply chain collapse, and wars in Ukraine and the Middle East.

So. Still dreaming of those stable, peaceful good old days?

I am sorry to have dragged you through all of that with such relentless cheerfulness.

But here is the point — and it is an important one.

There has not been a single calm, stable, uneventful decade in 100 years.

Not one.

And yet — businesses were built. Families were fed. Companies grew, adapted, and thrived. Through all of it.

Oh, But Wait — The 2030s Will Fix Everything

No inflation. No tariffs. Supply chains humming beautifully. Global trade expanding. Employees thriving. Businesses prospering. Peace and goodwill washing over the entire planet.

Right?

Yeah. Do not hold your breath.

The storm is not a temporary detour from normal. The storm is normal. The sooner we accept that as business owners, the sooner we can get on with the real work.

So What Do We Actually Control?

Quite a lot, as it turns out.

First — keep your fixed costs lean. Fixed costs are the enemy in volatile times. The lower your overhead, the more agile you are. When the next crisis hits — and it will — a lean cost structure lets you pivot, absorb, and survive while your bloated competitors are gasping for air. Review every fixed cost. Ask the hard question: do I truly need this right now?

Second — obsess over your customers. Here is the one thread that runs consistently through every single decade of chaos listed above. The businesses that survived and thrived were the ones that were kind, responsive, reliable, and genuinely caring. Every time. Soft skills, it turns out, are remarkably resilient in the face of wars, recessions, and pandemics. Weird, right? Be on time. Answer the phone. Do what you say you will do. Care — genuinely care — about the people who do business with you. That never goes out of style, regardless of what the economy is doing.

Third — build systems that adapt. A business without solid systems is fragile by design. When external chaos hits, your internal systems are what keep you steady. Document how you do things. Build processes that do not depend entirely on one person. Create a financial dashboard so you always know where you stand — weekly, not monthly. You cannot navigate a storm without instruments.

Fourth — always be adding value. Price increases, tariffs, and rising costs are much easier to absorb — for both you and your customers — when you are relentlessly focused on delivering value. The businesses that get squeezed hardest in tough times are the ones competing on price alone. Do not be that business.

The Bottom Line

The world has always been unstable. It always will be.

The businesses thriving right now are not the ones that predicted the chaos. They are the ones that were built to absorb it — lean, customer-focused, systemized, and clear-eyed about what they can and cannot control.

Focus on what is inside your four walls. Keep your costs tight. Love your customers. Build great systems. Add value every single day.

The storm will pass. It always does.

And the businesses still standing when it does? They were ready.

Thanks for reading…

Are You Tired of the AI Firehose? Me Too. Here’s What Actually Works.

Are you a little sick and tired of being fire-hosed with the latest and greatest on AI? Yeah, me too.

And yet… I am also genuinely fascinated with what it can do.

So, let me share what I have been learning – practically, on the ground, with my Team – about working with AI effectively. No hype. Just what is working.

Step One – Pick One or Two Tools and Stick With Them

First things first. Beware of shiny object syndrome.

There is a new AI tool launching every single week. It is tempting to jump from one to the next, sampling each one like a buffet. Resist that urge.

Right now, I am highly focused on Claude. I have a Teams account and have enrolled most of my Team in using it. Why Claude? Because I have gone deep with it. Depth beats breadth every time.

Before you dive in, ask yourself – what do I actually want to accomplish with this? Start there. Then pick your tool and commit.

What Can It Actually Do? More Than You Think.

Start simple. Here are a few easy wins to get going:

  • Reformatting emails so they sound clear and professional
  • Writing Standard Operating Procedures (SOPs) from scratch
  • Summarizing long documents in seconds

But go a little further and it gets impressive fast.

Claude’s design work is stunning. I used it to create a standard look and feel for our Controller’s Reports across all of our clients. Clean, consistent, professional.

It maneuvers through Excel like Circ’ de Soleil. Seriously.

And now? It connects directly to our accounting software – Xero and QuickBooks Online.

A Real-Life Example That Blew My Mind

One of our Team members recently asked me if Claude could update hundreds of contacts in Xero for currency settings.

Manually, this was a painful, repetitive task. Open a contact. Scroll to the currency field. Click the dropdown. Choose USD or CAD. Save. Close. Repeat. Hundreds of times.

Claude could not write directly to the contacts because Xero only provides read-only access. But then it asked – “Would you like me to build a program?”

I said sure – for fun!

Using the Xero API, Claude built a custom software interface. In minutes, it updated hundreds of contacts – with one click of a button.

That is not just impressive. That is a game-changer for productivity.

Think of Yourself as the Director – Not the Programmer

Here is a mental shift that changed everything for me.

Do not think of AI as just computer code. Think of it like you are the human director on a movie set. AI is an improvisational actor, ready to play any role you give it.

The sky is the limit with the roles you assign. Try something like this – “You are a PhD-level scientist who has studied weather patterns in sub-Saharan Africa for 90 years.”

You get the idea. The more specific and vivid the role, the better the performance you will get.

And Here’s the Part That Might Surprise You – Be Polite

In using Claude, I am super polite and friendly. Please. Thank you. That sort of thing.

Is that a bit over the top? Perhaps. Yet I genuinely believe I get much better responses as a result.

Think about it this way. If AI functions more like an actor – or a series of actors, depending on what you need – then wouldn’t it make sense to coax out the very best performance possible?

I cannot prove it scientifically. But I feel it works better with kindness.

Just like your Team does.

In Summary

Here are the key takeaways to get the most out of AI in your business:

  • Pick one or two tools and go deep. Avoid shiny object syndrome.
  • Start with simple tasks – emails, SOPs, formatting – and build from there.
  • Think like a director, not a programmer. Give it a vivid role to play.
  • Be specific about what you want it to accomplish.
  • Be kind. You may be surprised at the results.

Thanks for reading…

Customer Service Is Everything—And One Company Proved It

I marvel at how little most businesses understand about customer service.

It is the single greatest differentiator available to any business—big or small. It compensates for product failures. It softens the blow when things go sideways. And when it is done right, it transforms a frustrated customer into a raving fan.

The problem? Most businesses treat customer service as a cost centre. A necessary evil. A complaint-handling department staffed by people who are chained to a rulebook written by someone who has never spoken to an actual customer.

Let me tell you about a company that gets it completely right.

The Screen That Died—and the Company That Didn’t

A few months ago, I bought a dual-screen extender from a company called Blackview on Amazon. Clever little device—two extra screens slide over your laptop, giving you a total of three screens. Sounds like a productivity dream, right?

After about three weeks, the left screen went dark. Black screen of death. I tried everything—rebooting, reconnecting, re-signalling. Nothing. And by then, I was past Amazon’s 30-day return window.

Now, here is where most people groan and write it off as a loss. Because we all know what usually happens next: the soul-destroying experience of contacting customer “service” with a big company. I use the word “service” very loosely.

For laughs—and with zero expectations—I reached out to Blackview through the Amazon website.

The First Good Sign: Someone Actually Responded

They heard back right away. Immediately, I sat up a little straighter.

A professional and polite representative named Liz walked me through a few technical troubleshooting steps. No canned responses. No “please allow 5–7 business days.” Just genuine, helpful engagement.

When the fixes did not work, Liz offered to send me a brand-new replacement package—and here is the kicker—she offered to pay for the shipping. Something she said they do not normally do.

First brownie point earned. But the story gets better.

Going Off-Script—and Still Saying Yes

Here is the honest truth: by this point, I had lost interest in the dual-screen setup entirely. Three screens turned out to be too much for me—too much on display, too little focus. So I asked Liz if they could send me a single replacement screen instead of the full double.

She said that was not possible. I understood. Fair enough.

A few days later, I came back with another ask: could they credit me 55% of the purchase price—about $150 USD—and I would keep the unit as-is?

Liz’s response was quick, warm, and extraordinary. She said—and I’m paraphrasing—“Normally we do not do this, but as long as you would be willing to leave us a positive review, we will make an exception.”

I left the review. She credited me the $150 USD.

At no point did I feel like Liz was running upstairs to check with a supervisor. She was empowered to act. And that empowerment is everything.

And Then—A Free Laptop

If the story ended there, I would already be telling everyone I know about Blackview.

But it did not end there.

A few days later, Liz emailed again—out of the blue—to invite me to join a product-testing program. The deal? I purchase one of their brand-new laptop models, write an honest review, and they refund me the full purchase price.

I signed up immediately.

So let’s tally this up: a failed screen became a $150 USD credit plus a free laptop. And a company that could have easily stonewalled me behind a 30-day return policy has earned a customer—and a LinkedIn blog post—for life.

The Real Test of Your Business

Here is what I want every business owner reading this to take away:

The true mettle of your business is revealed not when everything goes right—but when something goes wrong.

Are your front-line people empowered to act on behalf of the customer? Or are they handcuffed by rigid policies, waiting for sign-off from someone three levels up who has never met the customer?

Liz did not need a committee. She had the authority, the confidence, and—clearly—the training to handle a difficult situation with grace and creativity. That is not an accident. That is culture. That is leadership.

And it costs a fraction of what a lost customer—and their network—would have cost Blackview.

Three Questions to Ask Yourself Today
  1. Are your people empowered—truly empowered—to solve problems on the spot?
  2. Do your systems and policies exist to serve your customers, or to protect your business from them?
  3. When was the last time a breakdown in your business became a breakthrough for a customer relationship?

Customer service is not a department. It is not a policy manual. It is a mindset—and it starts at the top.

Get it right, and your customers will do your marketing for you.

Thanks for reading…

You Only Need 3 Numbers

Tracking profit in your business is not enough.

Why? Because profit is a result. It is too late to change what went into creating that result.

So, what do you track? The tendency for many business owners is to track too many numbers. It becomes overwhelming, and when you are overwhelmed do you act?

If you are like most business owners, overwhelm leads to inaction.

Which may lead to the opposite – tracking nothing.

Both lead to the same outcome – no decisions.

Most Dashboards are Built for Comfort, Not Decisions

Owners ask for more data because they feel uncertain. KPIs, charts, segments, ratios, comparisons, divisional results get added.

What they get is a beautiful picture of confusion.

The issue isn’t lack of data. It’s lack of focus.

And the more numbers you add, the easier it becomes to avoid making a decision.

You think you understand more about your business, yet fail to make a decision that impacts growth.

First-Principles First

There are only two things you’re trying to manage:

  • Long-term Survival (cash)
  • Momentum (sales behavior)

Everything else is downstream. The question becomes:

What are the fewest numbers that tell you if those two are healthy or breaking?

Most dashboards mix:

  • Results (too late to change)
  • Activities (too detailed to act on)
  • Noise (irrelevant data)

You need something in between.

The 3-number Dashboard

If I walk into a $5M–$20M business and the owner wants clarity fast, I start here:

  1. Cash Available (Today + Near-Term)

Not accounting cash.

Usable cash.

  • Cash in bank
  • Plus receivables likely to collect
  • Minus payables coming due

This is your breathing room.

If this number is tight, nothing else matters.

Most businesses that “look profitable” fail here because they ignore timing.

Next, I will look at two things inside the receivables – Are they collectible? And, how fast do the customers pay, on average.

  1. Net New Customers (or Jobs)

This tells you if the business is growing, flat, or shrinking.

Not total customers.

Net change.

  • New customers gained
  • Less customers lost

This cuts through the noise immediately.

You can have great revenue and still be slowly dying if this number trends down.

  1. Average Revenue per Customer (Trend)

This is where margin hides.

  • Are customers spending more?
  • Are you discounting?
  • Is value increasing or eroding?

Most owners never track this cleanly.

But this one number tells you:

  • Pricing strength
  • Service depth
  • Customer quality

It’s one of the clearest indicators of whether you’re getting stronger or weaker over time.

Why These Three Work

Because they map directly to the only levers that matter:

  • Cash → Can we survive?
  • Customers → Are we growing?
  • Revenue per customer → Are we improving quality of growth?

That’s it.

Everything else is a sub-metric.

You don’t ignore other numbers—but you don’t lead with them.

What This Replaces

Instead of:

  • 17 KPIs
  • Department dashboards
  • Monthly report packages no one reads

You get:

  • A 60-second check on reality
  • Clear direction on where to act

It aligns closely with what actually drives sales:

  • Number of customers
  • Frequency
  • Average spend

Most dashboards bury that. This one exposes it.

A Grounded Example

Let’s say a business owner feels “things are off.”

Here’s what the 3 numbers show:

  • Cash is getting tighter
  • Net new customers are on a slight decline
  • Avg revenue per customer is increasing

What’s actually happening?

They’re raising prices or selling more per client…but quietly losing customers.

Without this view, they might celebrate higher revenue.

With this view, they see the trade-off immediately.

The 3 numbers will not tell them exactly what to do, but they will tell the owner where to look for the problem.

In this example, the decline in net customers means that the pricing increases are not connected to value. Perhaps, the quality of delivery of the products/services is off.

Customers could be leaving because of one of 3 things has declined:

  1. Service
  2. Timing
  3. Quality

Once the root cause is discovered, different decisions follow.

The Cost of Getting This Wrong

When you don’t have this clarity:

  • You chase revenue instead of fixing retention
  • You cut costs when the real issue is pricing
  • You feel busy, but not in control

And the worst one:

You delay decisions because the picture isn’t clean.

Most owners don’t fail from lack of effort.

They fail from blurred signals.

In Closing

You don’t need better dashboards.

You need fewer numbers that actually force a decision.

If those three are clear, most problems become obvious.

If they’re not, no amount of reporting will save you.

Thanks for reading…