With the current climate of security breaches globally it's time to break things down about how you and your firm can be more proactive in protecting data. What are the best practices in managing your personal passwords, client passwords securely? How you can spot red flags for fraudulent emails and overall ways to mitigate your risk? Finally, when vetting technology what questions you should be asking to decrease your risk and ensure their best practices are serving you and your client well.
Best practices in password security
Identifying risks and how to take immediate action
Vetting technology before you bring it in house
The B3 Method Institute
VP of Client Success
[email protected]
(703) 715-4948
He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!