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Content provided by Michael Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Palmer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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EP464: Spotlight - Christine Siegenthaler - The Importance Of Contingency Planning For Bookkeepers
Manage episode 471190015 series 2434749
Content provided by Michael Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Palmer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
“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
471 episodes
Share
Manage episode 471190015 series 2434749
Content provided by Michael Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Palmer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
“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
471 episodes
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Similar to The Successful Bookkeeper Podcast
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
The Craig Groeschel Leadership Podcast offers personal, practical coaching lessons that take the mystery out of leadership. In each episode of the Craig Groeschel Leadership Podcast, Craig brings you empowering insights and easy-to-understand takeaways you can use to lead yourself and lead your team. You’ll learn effective ways to grow as a leader, optimize your time, develop your team, and structure your organization.
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Leading Up is a top-ranking leadership podcast to help you work, lead, and live differently. In Season 7, we’ll shine a light on storytelling, and how it can help aspiring leaders communicate better. Alan Todd, VP of Leadership Development at Udemy, sits down with some of the most thoughtful and exciting leaders, practitioners, and thinkers. Together, we’ll help you unlock your potential and become an even better leader. New episodes drop every Wednesday, so be sure to follow the podcast to ...
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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