Financial Guardians, LLC

4-Hour Virtual Consultation

Security Tips for the Growing Firm

You have invested time and resources into developing a secure and robust security plan but one of your biggest struggles will be your clients embracing these efforts and complying with these plans. We will discuss plans and efforts to assist clients.

Document Retention Best Practices

This course covers federal taxpayer information and document retention rules for tax and accounting firms, ensuring legal compliance and enhanced client trust.

Conforming Clients to Your Security Protocols

You have invested time and resources into developing a secure and robust security plan but one of your biggest struggles will be your clients embracing these efforts and complying with these plans. We will discuss plans and efforts to assist clients.

Intermingling of Personal and Enterprise Technology

In many firms, owners and employees overlap their use of technology and devices between business use and personal use. This includes laptops, cell phones, internet access, and more. We will create policies and safeguards to protect firm data.