How Secured Is Your Outsourced Bookkeeping Operations? Page

Regularly review the audit trail in your accounting software to see exactly what changes your bookkeeper is making.

Digital security prevents hackers and unauthorized remote users from accessing your financial files.

The easiest way to verify a provider's security claim is to look at their third-party audits and certifications.

Create a specific, limited-access user profile for your outsourced bookkeeper in QuickBooks, Xero, or your ERP.

Be highly cautious if your outsourced bookkeeping provider exhibits any of the following behaviors:

Employees should operate on a "least privilege" basis, meaning they only see the specific client data required to do their job.

Security is a two-way street. You must also protect your side of the operation.

Never send financial documents via standard email. Providers must use encrypted client portals for all document sharing.