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.

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