The Fun CPA Podcast

How To Keep Your Firm's Data Safe

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Description

Accountants don’t just do the client work and tax returns. They’re now custodians of some of a client’s most valuable data.
 
 This week’s guest, Nick Mullen, is an expert in information security, IT governance, and compliance in the financial services sector. He’s seen it all when it comes to how small to mid-size firms handle their digital security. What they do badly, what they often miss – and their biggest areas of weakness.
 
 Nick joins Yuri to discuss how small cracks can turn into big problems as well as what you, or small(er) firms can do to enhance security now and in the future. They also swap some real-life stories of ransom and deception, and explore the risks behind remote desktops, off-shoring, how people get socially engineered and more.

 

 

Episode Highlights:

 

0:00 - Intro

0:42 - Episode open

1:17 - Intro to Nick and his background

3:41 - What drew Nick’s focus to tax and bookkeeping

5:48 - “You gotta make it easy for them”

9:50 - Data breaches, how do they happen?

14:35 - Social engineering

19:30 - Security and off-shore staff

26:08 - Tips for establishing a basic level of security

30:12 - Remote desktops

35:31 - Ransom, what Nick does when there is a breach

43:25 - Where you can find Nick!

 

 A WORD FROM OUR SPONSOR

The sponsor of today's episode is Abacor - The notetaker tailored for accountants specifically! No more chicken scratch, no more lost notes, everything is now online and recorded and easy to integrate with your PM!

Here is an extra goody for the listeners of this show: 2 FREE months!

Follow these instructions and you shall get 2 months free :)

  1. Schedule a demo with Abacor at https://www.abacor.com/
  2. Once the demo is complete, they will receive an invitation to trial Abacor for two weeks.
  3. Once the trial is over, at checkout, use the code, THEFUNCPA, to receive two months free on their preferred plan when subscribing.

 

ABOUT HOST YURI KAPILOVICH

 

Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end. 

 

Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all. 

 

CONNECT WITH YURI KAPILOVICH

 

LinkedIn: https://www.linkedin.com/in/ykapilovich/

 

Website: https://www.thefuncpa.co/

 

CONNECT WITH NICK MULLEN

 

LinkedIn: https://www.linkedin.com/in/rnmullen/

 

Website: https://www.entoosecurity.com/