Client Confidentiality


Client Secrets are Your Secrets

As accountants we are exposed often to our client’s sensitive proprietary information such as the names and status of our client’s customers, performance reviews, salary information, legal matters, research data, company reduction or expansion plans, labor negotiations, finances, and product development. It becomes are responsibility to make sure we don’t share this information with the wrong person or people.

To help maintain confidentiality…* Never discuss confidential company business outside your client’s office unless the client is present or has given you specific authority to do so.* Keep your voice low-pitched so that you won’t be overheard when talking about your client’s company matters in public. Be especially careful in restaurants, shuttles, at the water cooler, and on airport phones.* Minimize client-related chitchat. Don’t initiate discussion of sensitive client information with other accountants, and change the subject if associates bring up such topics.* Be on guard at social functions. That new acquaintanceyou talk to shouldn’t be counted on to keep any information you may reveal in confidence.By practicing discretion, you can help prevent sensitiveinformation from leaking out.

Other sections from this week’s newsletter:

  • Purchase the Professional Bookkeeper Program and get the Financing a Small Business Course at No Additional Charge
  • Make Your First Impression a Lasting One
  • Keep Your Bookkeeping Service Flying High

Table of Contents


Featured Articles

5 Small Business Do's and Don'ts _ (1)

Do’s and Don’ts of Small Business

5 Small Business Do’s and Don’ts : A Marketing Tool you can pass on to current and potential customers Note: We’re all about driving business into your doors. The following article is a marketing piece

Read More »

Recommended Reads

Tax Preparation Course

About How it works Testimonials Course Details Coaches Curriculum FAQs Apply Today More than just a Tax Preparation Course We focus on hitting your income & career goals. If you are like our students, you

Read More »

Professional Bookkeeper Certification Course

Get The Skills To Be A Bookkeeping & Accounting Professional     What is our Professional Bookkeeper™ Certification?   Many professions use designations and certifications to identify their areas of expertise. It recognizes individuals as

Read More »

Become An Enrolled Agent, EA

Become An Enrolled Agent, EA An enrolled agent is a tax practitioner who is licensed with the Internal Revenue Service to represent clients before the IRS. An enrolled agent is the highest credential awarded by

Read More »
QuickBooks Specialist Certification.jpg

QuickBooks Certification

Get the Skills to Be a QuickBooks Specialist QuickBooks Specialist™ Certification The Professional Bookkeeper’s Guide to QuickBooks is designed to teach anybody how to use QuickBooks. Whether or not you consider yourself a bookkeeping professional,

Read More »

Accountant Certification Programs

Get Certified in Accounting, Bookkeeping, Tax Prep, QuickBooks etc. Enhance & Grow Your Business Knowledge in as little as 4 Weeks with Our Accountant Certification Programs From employers to clients, everyone likes a financial professional

Read More »