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S3 Ep 4 - Why Connected Accounting Runs Cybersecurity In House with Nicole Meloni
The Lifestyle Accountant Show
40 minutes 39 seconds
1 year ago
S3 Ep 4 - Why Connected Accounting Runs Cybersecurity In House with Nicole Meloni
Today’s guest is Nicole Meloni from Connected Accounting. She’s generally not client-facing but runs all of the other areas to make sure the firm is running smoothly.
She recently ran a cyber security project which included cancelling their contract with an IT-managed service provider and bringing it in-house.
Having some kind of data breach at a firm would be terrible. I see it as one of the major risks in our industry and something that we should all be thinking about.
We cover"
[05:19] Why they chose to run a cyber security project instead of other projects and what the deliverables were
[08:14] Problems with using password managers
[14:50] A better way to handle 2FA with team members across timezones
[21:16] Risks associated with AI in our practice management tools
[22:22] Getting the team onboard with changes to IT policies
[24:36] The pros and cons of client portals.
[29:19] Nicole’s favourite cyber security tools
Tools mentioned:
Spanning: Google Workspace backup
Webroot: antivirus
1password: password management
Content Snare: client onboarding
Rewind: QBO backup
Nord layer: VPN
You can connect with her on LinkedIn.
This episode of the podcast is brought to you by sponsors
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The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston
The Lifestyle Accountant Show
The podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.