Every single day, I see new stories of people losing money to fraud. I’ve seen it happen to my own clients. I see it happening to clients of other accountants in my professional communities. And I see it on my social media feeds – story after story of stolen identities, hacked accounts, and drained bank...Read More

If you are hiring a bookkeeper or accountant, one of the smartest steps you can take is to grant them secure, read-only access to your business bank accounts. This allows them to view transactions and reconcile your books without the risk of making changes or initiating transfers. Most major banks now offer this feature, often...Read More