Play “BDR” – Whippersnapper Niche CPA
Play “BDR” – Whippersnapper Niche CPA….The game is called let’s have a disaster. The scenario is that you dumped your old CPA with thirty years of experience because he hasn’t fallen in love with “beautiful accounting software” and your new CPA doesn’t think he knew much about technology. He convinced you to use his firm’s outsourced bookkeeping, A/R and A/P management and Virtual CFO…in fact if stuff keeps up this way you may sign up for virtual Valentines Day with those $7,000 love dolls he keeps telling you about. [If you already recognize where this is going click here.]
Back to the game, how about something to boost your confidence that your new “niche CPA” who works from his house has it all figured out.
What does he do if “shit hits the fan, be it fire, flood or leaky roof. Start by asking for an explanation of the difference between data back up and disaster recovery, specifically once the event takes place WHAT ARE THE SPECIFIC STEPS HE/SHE TAKES TO PUT THE BUSINESS BACK ON LINE.
Clearly, he/she is an EXPERT and has all the answers..so permit me to suggest you start with some questions…what do you know I have a list….here you go.
- Do you have a disaster recovery solution in place?
- Do you trust it?
- When was the last time your backup was tested?
- How long does it take to recover from your current backup solution?
- How long can you realistically be down? 1 hour? 1 day?
- What is the financial cost of downtime to your business?
- When a disaster occurs, is there an offsite copy?
Now that you have a basic idea of where you genius stands, time to turn up the gas with a role play. You are going to present him/her with facts and ask them how they respond. Here goes.
The disaster moment has occurred—time to walk through the following steps:
1. Assess the problem and its impact on your business
Every disaster is different. Before doing anything, understand the underlying issue and how it may affect you.
- Is the issue local to one machine, or does it affect your entire system?
- Have files been deleted or are servers/workstations down?
2. Establish recovery goals
Recovery is what makes a business disaster recovery [“BDR”] solution different from a simple backup product. Plan out your road to recovery.
- Restore the system, the data, or both? Should time be spent recovering files and folders before system recovery?
- Identify critical systems and prioritize recovery tasks.
- What date/time should you recover from?
3. Select the appropriate recovery type(s)
To get to your “road to recovery”, the appropriate recovery procedure must be followed. Think about which approach will best get you to your end goal.
- File restore. OR
- Local virtualization. OR
- Off-site virtualization.
4. Verify the recovery and confirm functionality with users
Once a recovery is verified, confirm that it interacts positively with users.
- Test network connectivity.
- Ensure all users can access resources and applications in the virtual environment.
5. Restore the original system(s), if needed
If the original system(s) needs to be restored, decide which restoration process will work best.
- Bare metal restore. OR
- Virtual machine restore.
6. Self-assess afterwards
After it’s all said and done, take a step back and think about it: How well did your team do? What could you have done differently?
- What precipitated the failure?
- What ongoing issues need to addressed?
- What can be done better in future DR scenarios?
Tell you what….if your genius whippersnapper, niche CPA didn’t do so well, aBIZinaBOX would love to talk to you and show you why a experienced CPA with real technology skills would handle your business, the same way he/she handles their own. Here is a hint. Hello Datto and Contact aBIZinaBOX start here.