In this episode of the Accounting Insiders Podcast, host Gary DeHart, publisher of Insightful Accountant, sits down with Tony Roessler, National Business Development Manager at Sharp Business Systems. The conversation focuses on the growing importance of cybersecurity for accounting firms and professional service providers. Tony shares insights from his 20+ years in technology and security, explaining how firms can protect themselves from phishing attacks, data breaches, and social engineering threats. The discussion covers practical best practices such as multi-factor authentication (MFA), password hygiene, employee security training, phishing simulations, and the importance of having a Written Information Security Plan (WISP). They also explore how cyber liability insurance requirements often overlap with IT security controls and how managed service providers can help firms stay compliant and protected. Real-world examples highlight how attackers target accounting firms for client lists and financial data, and why even small firms are at risk due to outdated systems or lack of training. The episode closes with actionable steps firms can take immediately to strengthen their cybersecurity posture.
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