All employees must sign strictly enforceable Non-Disclosure Agreements. 4. Compliance and Certifications
If you operate in the EU or handle medical financial data, your provider must comply with these specific privacy laws. ⚠️ Red Flags to Watch Out For
Employees should not be allowed to have paper, pens, or smartphones at their desks to prevent them from copying down account numbers. how secured is your outsourced bookkeeping operations?
Security is a two-way street. You must also protect your side of the operation.
Create a specific, limited-access user profile for your outsourced bookkeeper in QuickBooks, Xero, or your ERP. ⚠️ Red Flags to Watch Out For Employees
Limiting software access to specific office IP addresses prevents employees from logging in from unsecure personal networks.
An international standard for managing information security. Create a specific, limited-access user profile for your
Enterprise-grade firewalls and continuous intrusion detection systems (IDS) should be active. 2. Physical and Infrastructure Security