Author: Deb Greenleaf

Thoughts on growing a business, raising money, getting the word out,
and increasing profits. Plus, ZipBooks news!

  • The Dos and Don’ts of sending client documents

    Posted 7 months ago in Accountant Insights
    by Deb Greenleaf

    How many times has your client emailed you a password for their bank account? Or sent you a Form W-9 with their Social Security Number in an unencrypted email? With data breaches and identity theft becoming more common and more widespread, it’s crucial to examine your own communication channels and whether you are exchanging information […]

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