Join us as we revist this conversation from November 2022.

 

This week, we see the return of Specialty Bookkeeping, LLC owner Tyler Otto as he and Roger talk about why accounting firms are now among the top targets of scammers.

Having hired a professional cybersecurity firm himself, Tyler shares his experience and why he decided to hire professionals to guarantee his security and his remote working employees.

Tyler also shares a case study of a popular cashier’s cheque fraud as well as some tell-tale signs that you are being scammed.

They also discuss 2-step factor authentication and other top security measures to protect yourself and why it is important to have standard operating procedures for yourself and employees to protect your client information.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Tyler Otto

Tyler Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify clients’ financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry, where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, forecasting, budgeting, and data mining. His recent activities include performing large financial system migrations for several companies spanning the hospitality to the construction industry.

Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their businesses for years to come.

Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects or on his road bike.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Be sure to connect with Tyler on LinkedIn

 

Also, follow Tyler on social media for more information and a weekly dad joke!

• www.instagram.com/specialtybk

• www.linkedin.com/company/specialtybk

Lastly, be sure to get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “in the BLACK, nine principles to make your business profitable” – e-book

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777