CPA - small firm
CPA - medium firm
Other
As more and more companies move to virtual operations, it is essential that accounting professionals offer strategies and advice to ensure that client data is stored securely.
In this session, Melanie Schroeder, CPA, will share advice from her experience in scaling a technology-centric, CAS practice. She will talk about how she helps clients stay ahead of the curve when it comes to security. Together we will walk through the top 10 strategies that your firm should share to educate clients and immediate actions to help clients enhance their data security.
Learning Objectives:
- List 10 strategies to educate clients about digital security
- Identify strategies to safeguard client data
Melanie Schroeder
Out of The Box CPA
Founder and CEO
[email protected]
Melanie Schroeder is the founder and CEO of Out of The Box Chartered Professional Accounting Inc. For Melanie, accounting has always been more than just crunching numbers. It’s been about helping small and medium-sized businesses grow, it’s been about building a relationship with her clients, it’s been about listening, and it’s been about cheering on her clients to make the most of their business. Melanie started her own accounting firm in order to combine all of her skills; accounting, counseling, and coaching. This allows Melanie to bring a holistic approach to helping her clients through the various aspects of their business.
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