“In the bookkeeping and accounting world, if someone gets sick and that client can't get what they need, they just get back into the universe and another bookkeeper picks them up. So you lose everything.”
-Christine Siegenthaler
Christine Siegenthaler, founder of Succession Security, discusses the importance of contingency planning for solo bookkeepers and small bookkeeping firms. She shares how Succession Security helps ensure businesses continue operating during unexpected events like illness, injury, or even death.
In this interview, you'll learn:
- Why contingency planning is essential
- How technology enables seamless business continuity
- Steps to secure your business
To find out more about Christine, click here.
Connect with her on LinkedIn.
To learn how Succession Security can help you, visit SuccessionSecurity.com.
Time Stamp
00:37 - Why solo bookkeepers need a contingency plan
01:52 - Risks of losing clients without a backup plan
03:22 - Importance of documentation and access to critical accounts
04:07 - Using cloud-based technology for seamless transitions
07:30 - The role of internet and cloud-based services in contingency planning
13:35 - Finding and trusting the right person to help manage your business
15:04 - The personal nature of bookkeeping and why AI can’t replace human interaction
17:23 - The challenge of bookkeepers taking time off – business doesn't stop
19:31 - Legal considerations and recommended insurance coverage
21:22 - Best practices for security, encryption, and protecting client data
24:14 - How proactive planning ensures business continuity and client security
29:05 - The importance of designating an emergency point of contact
30:05 - How to get started with Succession Security and where to learn more
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