That means no post-it notes or word documents containing sensitive information your assigned team member can only get into your accounts through LastPass, and only if you say they can. Using LastPass, you not only can share your passwords securely and control who has access, you can also give your bookkeeper or VA access to accounts without them ever seeing your login information. We rely on LastPass for secure password management, and it’s a tool we highly recommend with clients. With so many clients using a wide variety of different online accounts, The Don’t Panic team uses a lot of passwords each day. Implement these tools to give your bookkeeper the access they need while protecting your personal data. When working virtually with an assistant or bookkeeper, technology should provides an excellent first line of defense. Whether you choose to hire an in-house bookkeeper, work directly with a freelancer, or outsource to an agency like Don’t Panic, here are the safeguards we recommend to ensure that your personal and business financial data is secure. That’s why we have several safeguards in place to be sure that Don’t Panic team members take utmost care with our clients’ personal and financial information. This is absolutely a valid concern from clients, and one that we as an agency don’t take lightly. “Should I be concerned about security? Is it safe to hand over my financial information to someone I don’t really know?” With so many tasks to keep up with each day, it’s easy to understand why so many entrepreneurs are eager to outsource basic financial tasks to a bookkeeper or virtual assistant.īut before making the move to actually outsource their bookkeeping, many clients face the same hesitation:

Proper financial management is critical to a business’s bottom line, but it’s rarely any business owner’s favorite chore.

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