How we protect your clients' financial data
You stay responsible for your clients' data, so you should know exactly how we handle it. Here is the short version; our full written security plan is yours before you sign.
Work stays in your systems
Each accountant has a named login to your QuickBooks, Xero or practice software. Nothing is downloaded, emailed out or copied to our own storage.
Managed company laptops
Full-disk encryption, remote wipe and blocked downloads. No client work on personal phones or computers.
Passwords and logins
Every login lives in a password vault, with two-factor login on every account. Access is removed the day someone leaves your account.
People
Every hire passes a background check and signs a confidentiality agreement before touching a client file.
A written security plan
Covering access, devices, training, incident response and offboarding, so your firm can show its oversight of service providers.
No tax return work
Tax return information needs each taxpayer's written consent before it is handled outside the US, so we stay out of it.
How we keep the quality up
Hiring
An Excel test, a timed bank reconciliation, a plain-English written test and an interview with a senior reviewer.
Training
US GAAP for small businesses, QuickBooks and Xero certifications, our close checklist, then a mock month-end close before any client work.
Review
Every deliverable is signed off by a senior reviewer before it reaches you. During our first engagements, the founder reviews every piece of work himself.
Ask for our security plan before you decide.
Book a 20-minute call and we'll send it over, along with a sample reviewed deliverable.