Workbook: How to Transition to Digital Safely and More Profitably

This workbook is designed to help you assess what needs to be addressed within your firm to ensure you are compliant and secure. Once you have identified any weaknesses, it will help you create an action plan to address them.

by Gabrielle Fontaine

Going digital is a great way to save ourselves time through automation of tasks and communication. But, when we move to a digital-first strategy, we need to first ensure our security procedures are watertight to avoid cyberattacks or data leaks.

The How to Transition to Digital Safely and More Profitably workbook is designed to help you assess what needs to be addressed within your firm to ensure you are compliant and secure. Once you have identified any weaknesses, it will help you create an action plan to address them. As soon as you have gone through each area and implemented your plan of change, you will be ready to make the switch to being fully digital.

Just remember, cybersecurity is always evolving and bad-habits can often creep in, so you should revisit this workbook regularly to ensure you are still adhering to best practices. Although it is impossible to protect yourself 100% from a cyberattack, you can drastically reduce the risk by following the advice in this workbook and on my webinar.

Gabrielle Fontaine
PB, ABSC
The Freelance Bookkeeper
Gabrielle Fontaine is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who assists tech-savvy consultants and self-employed professionals get their books under control, save taxes, and maximize cash flow and profits using the power of online apps. Gabrielle has been in business for over 25 years, and has been working 100% virtually since 2003. She is the author of the popular blog, The Freelance Bookkeeper, and produces online training programs, has been a popular guest speaker on business and accounting podcasts, as well as industry conferences.