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The Lifestyle Accountant Show
Lifestyle Accountant
25 episodes
8 months ago
The podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.
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Management
Business
RSS
All content for The Lifestyle Accountant Show is the property of Lifestyle Accountant and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.
Show more...
Management
Business
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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  Teamup: Hire top Filipino accountants without ongoing BPO fees.  TaxValet: Sales Tax Done for You Liveflow: Advanced financial reporting on autopilot   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.