This is our security policy for running the firm. We love transparency with inside and outside the firm. That is why we post this publicly. For those starting their own firm or moving to a distributed company, I hope you may find these guidelines as helpful framework.
Security Is Good Sense
Creating security protocols and algorithms is the computer equivalent of rocket science, but taking advantage of them is not. These days, security for your devices is just simple good sense, like putting on your seat belt. Take the time to learn the basics of our tools and best practices.
Warning: This productivity hack results in more work done per day and less stress than you're used to.
Follow your daily timesheet board in HourStack to begin working on your scheduled work right away, use Slack to open the communication line with the team, and check out your Asana inbox for comments and updates from the team on tasks you are working on or following.
2. How do you end your day?
3. How do you handle requests received during the day?
As tasks and requests come up follow this easy rule: if it takes under 2 mins - do it. If it takes over 2 mins, add it to Asana and prioritize it among your tasks already there and scheduled on hourstack.
Asana is Hoppe Tax's task management platform. We use it to create, track, assign, discuss and complete every task. Asana is flexible and feature rich which makes it intimidating at first. There's no definite way to use Asana correctly. To get full value requires upfront effort and a willingness to agree on conventions to standardize it's use.
We wrote this guide to explain how we use Asana and designed it as a reference for our team. We have published it for other firms that may find it useful. We integrate Asana with Slack, HourStack, and Google.
Creating security protocols and algorithms is the computer equivalent of rocket science, but taking advantage of them is not. These days, security for your devices is just simple good sense, like putting on your seat belt. We are sharing an infographic of the tools we use to run our firm 100% from the cloud, no offices, and with high security.
CalCPA featured Scott and his take on building a distributed firm (i.e., running a virtual office) in their May 2017 issue that goes out to it's 40,000+ members.
From CalCPA "The accounting profession, like many others, is being transformed by tech. One way that’s being seen is in the growth of virtual CPA firms. We spoke with some of these cutting-edge CPAs to get a sense of what works, what doesn’t and lessons learned."
Read it HERE.