EP464: Spotlight - Christine Siegenthaler - The Importance Of Contingency Planning For Bookkeepers

“In the bookkeeping and accounting world, if someone gets
sick and that client can't get what they need, they just get back
into the universe and another bookkeeper picks them up. So you
lose everything.”
-Christine Siegenthaler

Christine Siegenthaler, founder of Succession Security, discusses
the importance of contingency planning for solo bookkeepers and
small bookkeeping firms. She shares how Succession Security helps
ensure businesses continue operating during unexpected events
like illness, injury, or even death.

In this interview, you'll learn:



Why contingency planning is essential


How technology enables seamless business
continuity


Steps to secure your business



To find out more about Christine, click here.


Connect with her on LinkedIn.


To learn how Succession Security can help you, visit
SuccessionSecurity.com.


Time Stamp

00:37 - Why solo bookkeepers need a contingency plan
01:52 - Risks of losing clients without a backup plan
03:22 - Importance of documentation and access to critical
accounts
04:07 - Using cloud-based technology for seamless
transitions
07:30 - The role of internet and cloud-based services in
contingency planning
13:35 - Finding and trusting the right person to help manage your
business
15:04 - The personal nature of bookkeeping and why AI can’t
replace human interaction
17:23 - The challenge of bookkeepers taking time off – business
doesn't stop
19:31 - Legal considerations and recommended insurance
coverage
21:22 - Best practices for security, encryption, and protecting
client data
24:14 - How proactive planning ensures business continuity and
client security
29:05 - The importance of designating an emergency point of
contact
30:05 - How to get started with Succession Security and where to
learn more