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Updated about 5 years ago on . Most recent reply

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205
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Brad E.
  • Investor
  • Athens, GA
66
Votes |
205
Posts

Using a VA for bookkeeping, is it safe?

Brad E.
  • Investor
  • Athens, GA
Posted

So I'm looking to outsource my bookkeeping in order to free up some time for other tasks. I found a VA on Fiverr but I'm curious about the security aspect.

I'm going to need to provide my quickbooks file and bank statements to this person.  That inherently feels dangerous, but this must be standard practice.

How do you guys handle this and what should I do to lower the risk?  Am I just being paranoid?  Thanks.

Most Popular Reply

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2,071
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Daniel Hyman
  • CPA
  • Milwaukee, WI
1,602
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2,071
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Daniel Hyman
  • CPA
  • Milwaukee, WI
Replied

@Brad E.

Just make sure that whoever you work with is using bank level encryption and has a perhaps has a cyber-insurance policy in place. That would be a good place to start to verify security of financial data.

  • Daniel Hyman
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