Clients give us their QuickBooks or bank passwords. Is that a problem?▼
It’s one of the biggest risks in bookkeeping. Logging in as the client means there’s no MFA tied to your team, no record of which staff member did what, and if that password leaks, it’s the client’s full account that’s exposed. Most accounting and bank platforms let clients invite you as an accountant or limited user. We help you plan the transition, write a short client-facing explanation, and track which clients still need to make the change.
Does the FTC Safeguards Rule apply to bookkeepers?▼
It depends on the services you provide. The FTC’s rule covers non-bank financial institutions, and tax preparation firms are explicitly included, so if your firm prepares returns, it applies. For bookkeeping-only practices the answer is less clear-cut and depends on your specific services, so your counsel should weigh in. Either way, the rule’s elements, like a risk assessment, MFA, encryption, vendor oversight and an incident plan, are a sensible foundation, and many clients and insurers expect them anyway.
How do we protect bill pay from fake vendor change requests?▼
Assume any request to change vendor bank details could be fraudulent until you verify it through a separate channel. That means calling the vendor at a number already on file, never the one in the email. Separate the person who enters a change from the person who approves the payment where your bill pay tool allows it. We also filter look-alike domains and display-name spoofing in email and alert on suspicious forwarding rules, so attackers have a harder time inserting themselves into vendor threads.
Our team is fully remote. How do you manage that?▼
Remote is the easiest model for us, since most of our work is remote too. We ship or enroll laptops through MDM so they arrive configured with EDR, encryption and your apps. Policies apply wherever the laptop is. We can require that client data stays in managed cloud storage and approved web apps, and we’ll remotely wipe a lost or retired device. Staff get help desk support during business hours from U.S.-based engineers who can see and fix their machines remotely.
What happens when a bookkeeper leaves our firm?▼
We disable their email and identity account, remove them from the password manager, and revoke their accountant-user access in each client’s platform, using your access map so nothing is missed. Their laptop gets wiped and reissued or retired. If they used shared credentials anywhere, we flag those for rotation and for moving to delegated access. You also get a record of when access ended, which is helpful if a client later asks who could see their books.
What if a client’s money is stolen through our access?▼
Move fast on both fronts. The client should call their bank immediately to try to recall the payment, and we start containment on your side: locking affected accounts, checking for mailbox rules, reviewing login history and identifying how the attacker got in. We document what we find so you, your counsel and your insurer can decide next steps. Afterward, we fix the root cause, whether that’s shared credentials, a missing approval step or a phished password.
Do you provide Bookkeeping Services IT Services in Houston and nearby areas?▼
Yes. LayerLogix is based in the Greater Houston area and delivers bookkeeping services IT services to businesses across Houston and the surrounding communities, including The Woodlands, Spring, Katy, Sugar Land, Conroe, Cypress, and Pearland. For most Houston-area clients we can be on-site the same day when something needs hands-on attention, and our help desk is available during business hours, with after-hours emergency support. Call 713-571-2390 to check coverage for your specific address.
What does Bookkeeping Services IT Services cost for a Houston business?▼
Pricing depends on your size and what you need, so we do not publish a one-size-fits-all number — but Houston businesses generally pay a flat, predictable monthly fee rather than surprise hourly bills. We start with a free, no-obligation assessment of your current setup, then give you a clear quote in plain English with no hidden costs. That way you know exactly what you are getting and what it costs before you commit.