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 businessBest practices when it comes to file namingChoosing a file systemAnd 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/gsuiteGo here to download the checklist of items to ask clients for: https://www.ambitiousbookkeeper.com/onboardUse 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)This episode is sponsored by: LiveFlowReceive 20% off your first 3 months by using code AMBITION at checkout:http://www.liveflow.io/partnerships/ambitionRespond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support.  Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!