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Cyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025.

In this episode you’ll hear:

• The most common scams hitting bookkeepers right now, including phishing attacks through trusted directories like Gusto and QuickBooks
• My personal story of almost falling victim to a payroll scam (and how one of those fake "clients" actually got to another bookkeeper)
• Why picking up the phone is your best defense against wire transfer fraud
• What cyber insurance actually covers (spoiler: not all policies are created equal) and the gaps you need to know about

Resources mentioned in this episode:

• Episode with Jock on Insurance Basics
• Behind the Scenes Newsletter (Past Volumes) >

watch the video version on YouTube >>

Meet Jock Wols

Jock is the Founder and CEO of RiskDesk, an insurance broker and technology company based out of Lexington, Kentucky. In partnership with Nationwide, he established the PT Pro platform (https://www.ptprocover.com) to serve small business’ insurance needs. He has almost 20 years of experience to help professionals manage their risk by delivering market-leading E&O / Professional Liability and Cyber Liability insurance solutions. Before he established RiskDesk in 2017, Jock managed the professional liability portfolio at XL Catlin and was based in London, New York and Lexington. He graduated from Washington & Lee University with a BSc in 2004 and obtained his MBA from New York University in 2013.

Connect with Jock

Reach out directly to Jock at [email protected] or (859) 327-5594.

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