How Secured Is Your Outsourced Bookkeeping Operations? Page

This is the gold standard. It proves an independent auditor has verified that the provider's systems are secure, available, and confidential.

Be highly cautious if your outsourced bookkeeping provider exhibits any of the following behaviors: how secured is your outsourced bookkeeping operations?

Requests that you send passwords or full credit card numbers via email or chat. Cannot produce a recent SOC 2 audit report upon request. This is the gold standard

Outsourcing your bookkeeping offers excellent efficiency, but it also exposes your sensitive financial data to external environments. Evaluating the security of an outsourced bookkeeping operation requires looking at physical, digital, and operational safeguards. Cannot produce a recent SOC 2 audit report upon request

Physical security ensures that local staff or intruders cannot physically steal hardware or view sensitive paper documents.

The easiest way to verify a provider's security claim is to look at their third-party audits and certifications.