It's an accounting firm owner's worst nightmare: an employee or partner walking out the door and taking your hard-earned clients with them. Or even worse, serving them on their own before they even become clients. As remote work becomes the norm, the physical visibility of what your staff is doing has disappeared, making internal controls more critical than ever.
Join us for an honest, eye-opening conversation with two firm owners who experienced this exact nightmare. We will unpack the warning signs, the aftermath, and the hard lessons learned from having clients stolen by internal staff.
Key Takeaways:
- Spotting the red flags of client hoarding and isolated communication.
- The power of centralized client communication for transparency.
- Best practices for setting up user access and permissions in Canopy.