S3 Ep 4 - Why Connected Accounting Runs Cybersecurity In House with Nicole Meloni
Description
Today’s guest is Nicole Meloni from Connected Accounting. She’s generally not client-facing but runs all of the other areas to make sure the firm is running smoothly.
She recently ran a cyber security project which included cancelling their contract with an IT-managed service provider and bringing it in-house.
Having some kind of data breach at a firm would be terrible. I see it as one of the major risks in our industry and something that we should all be thinking about.
We cover"
- [05:19 ] Why they chose to run a cyber security project instead of other projects and what the deliverables were
- [08:14 ] Problems with using password managers
- [14:50 ] A better way to handle 2FA with team members across timezones
- [21:16 ] Risks associated with AI in our practice management tools
- [22:22 ] Getting the team onboard with changes to IT policies
- [24:36 ] The pros and cons of client portals.
- [29:19 ] Nicole’s favourite cyber security tools
Tools mentioned:
- Spanning: Google Workspace backup
- Webroot: antivirus
- 1password: password management
- Content Snare: client onboarding
- Rewind: QBO backup
- Nord layer: VPN
You can connect with her on LinkedIn.
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