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

Jun 27, 2013

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."