40 min
S3 Ep 4 - Why Connected Accounting Runs Cybersecurity In House with Nicole Meloni The Lifestyle Accountant Show
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- Management
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 S
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 S
40 min