A Step by Step Guide to Implementing a Written Information Security Program Template For Tax Preparers
Introduction The written information security program template is a document that outlines the security controls and policies of the organization. The IRS has starting requiring that in order to renew a PTIN that all tax preparers must have a data security plan in place showing how they safeguard taxpayer data. The template should be customized […]
What Tech Should You Invest In for Your New Accounting Practice? Here’s Everything You Need to Know
When starting a new business, the costs add up quickly. As you explore various software programs and technologies for your company, the expenses involved may be leading you to postpone related purchases. However, with the increase in cybersecurity threats (especially for small businesses), there are certain types of technology you absolutely need for your accounting […]
Email Scams Every Accountant Should Protect Against
Running an accounting firm keeps you busy, and you probably don’t spend much time thinking about cybersecurity or fraud on a daily basis. However, scammers can target any business — including accounting firms — and if you’re not informed about what a scam attempt looks like, you could easily fall victim to fraud or hand […]
Technology in accounting – a chat with Chase Vowell
On this episode of the Tech Talk for Accountants Show, Andrew Lassise chats with Chase Vowell, Chief Accountant at Flux Accounting. They discuss technology in accounting. You can listen wherever you listen to podcasts, watch on YouTube, or listen and read below. About Chase Vowell and Flux Accounting Flux Accounting was started around 2017 when […]
The Intuit ecosystem and building community in the accounting world
Andrew Lassise is joined by Richard Roppa-Roberts on this podcast episode. They discuss the community of the intuit ecosystem.
What’s a password manager and how does a password manager work?
Easily managing all of your sign-in information securely is one of the main benefits of a password manager. We all have a tendency to reuse the same passwords and let our guard down for websites which we deem to be unimportant for our cybersecurity. On banking websites we might be on our best behavior but […]
Don’t miss these computer updates and avoid data breaches
Making sure your computer updates are done regularly is a large component of cybersecurity. Good software developers regularly send out updates for their software. These computer updates can be: to patch bugs improve overall performance lockdown any potential security exploits. Your computer’s operating system is the foundation that the rest of the computer’s software is […]
Outsourcing accounting better – a chat with Dean Barta
On this episode of the Tech Talk for Accountants Show, Andrew is joined by Dean Barta of Barta Business Group. They discuss the topic of outsourcing accounting. You can listen to the show wherever you listen to podcasts, below and watch on YouTube. You can also read a summary and listen below as well. Outsourcing […]
What is a private Wifi address and should accountants care?
Apple in late 2020 released a new feature for its devices called private wifi addresses. This feature is available for iOS 14, iPadOS 14, and watchOS 7 devices. The goal of this feature is to offer anonymity when regularly connecting to public wifi access points. As an accountant, your important documents or credentials may be […]
Finding clients that work for your accounting firm
On this episode of the podcast Andrew Lassise and Michelle Weinstein, a sales strategist who works with accountants, discuss what goes into finding clients that are a good fit for accounting firms. After some tech issues, they dove right into the topic. “Your internet connection is not stable but you are sitting right next to […]
