The Ambitious Bookkeeper Podcast 59 ⎸ How to Keep Your Client Data Secure
Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this Solo podcast I’m going to go over how to use G Suite in your bookkeeping business and best practices for file structures and naming conventions.
Listen to Episode 23 with on what kind of Insurance Bookkeepers Need >>
In this episode you’ll hear:
- How we use Google Drive in our business
- Best practices when it comes to file naming
- Choosing a file system
- And more! I swear, this is a really fun episode!
- If you need more of a visual on this, head to our blog to read everything we went over! https://www.ambitiousbookkeeper.com/blog/gsuite
- Go here to download the checklist of items to ask clients for: https://www.ambitiousbookkeeper.com/onboard
- Use my affiliate link for Google Workspace>>
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeper
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