Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner

APR 15, 202531 MIN
Accounting Flow Podcast

Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner

APR 15, 202531 MIN

Description

Send us a textGrowth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall.That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk.At WorkflowCon 2024, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency.Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents