🔒 Patreon Special Feature

For IT Pros, we offer Patreon exclusive shows with advice and guidance on the more challenging aspects of running your practice and working with your clients and employees.

Get your custom link and subscribe to the exclusive shows!

002: Security, iCloud Keychain syncing, bookkeeping, growing your practice

/

Sam, Jerry, and Joe discuss topics related to growing your consulting practice: secure info sharing among team members and clients, bookkeeping, and administrative assistance. Includes a brief review of services we offer to clients.

Plus: a how-to for configuring multiple tax rates in QuickBooks.

Co-hosted by Jerry Zigmont of MacWorks, Sam Valencia of HCS Technology Group, and Joe Saponare of PsiMac.

Topics:

  • consultant security best practices
  • team secure info sharing
  • client security tendencies
  • proposed solutions for dealing with multiple Apple IDs
  • the promise of technology
  • iCloud keychain syncing
  • MobileMe war stories
  • Configuring multiple tax rates in QuickBooks
  • Billings Pro
  • redundant data entry in bookkeeping systems
  • hiring a part-time or full-time administrative assistant; or not

Memorable lines:

Regarding the presumably forthcoming iPhone 5S: "this time, the 'S' can stand for 'Secure'."

Great advice once given at the ACN Business Meeting regarding growing your technology consultancy: "do yourself a favor: the first person you hire should be an administrative person."