Financial Snickens

Who Has Admin Access to Your Business Accounts?


Listen Later

Who’s the administrator on the software accounts you use to run your business? Think about your website, your bookkeeping and payroll software, and even your social media? 

In this episode, I explain why you should always be the master admin of any software your business uses, 4 rules to prevent fraudulent access, and tips for when it’s necessary to share access with your team.   

In this episode, you’ll hear:

  • Primary admin access for business software
  • 4 Steps to protect your accounts
  • Suggestions for when and how to share access 
  • Must-listen moments: 

    [00:00:50] You gotta have systems in place that allow you to have access to what you need in case your trusted person leaves.

    [00:03:16] Any software that you have, and this includes QuickBooks Online, your website, bank accounts, anything that you use online—it should be under your name.

    [00:04:16] You can put a plan in place where two separate people on your team have access to one piece of information. Maybe one person has access to your username, and one person has access to your password.

     

    Visit our website and click on the Let’s Talk button: http://www.firststepsfinancial.com

    Reach out to Alisa: [email protected]

    Connect with us on social media!

    FB - https://www.facebook.com/FirstStepsFinancial

    IG- https://www.instagram.com/firststepsfinancial/

    LinkedIn -https://www.linkedin.com/company/first-steps-financial/

    Podcast audio/video editing and show notes by  http://www.podcastabundance.com/services



    Podcast audio/video editing and show notes by  http://www.podcastabundance.com/services

    ...more
    View all episodesView all episodes
    Download on the App Store

    Financial SnickensBy Alisa McCabe