59 ⎸ How to Keep Your Client Data Secure

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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

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

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Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

This episode is sponsored by: LiveFlow
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