Enterprise-Level Security for Small Business Bookkeeping

Enterprise-Level Security for Small Business Bookkeeping

When you outsource bookkeeping, you are not just buying financial expertise. You are trusting someone to protect your most sensitive financial information. At Exact, we take that responsibility seriously by modeling the same security controls and processes that large corporations use, scaled appropriately for small businesses.

This gives our clients confidence that their financial data is protected with enterprise-level rigor, even if they do not have an in-house IT department.

Here are the safeguards we use every day.

1. SharePoint for Secure File Storage and Sharing

We use Microsoft SharePoint as our central hub for client documents. SharePoint offers enterprise-grade encryption, role-based access permissions, and full audit trails. This means payroll files, tax documents, and financial reports are stored and shared in the same secure environment trusted by Fortune 500 companies.

2. Enterprise Email Systems with Encryption

Consumer email accounts are not enough when handling sensitive financial data. Exact uses enterprise-level email platforms with built-in encryption, phishing protection, and active threat monitoring. This ensures all client communications and attachments are transmitted securely and meet the same standards corporations rely on.

3. Staff Monitoring and Time Tracking for Accountability

Enterprise organizations monitor employee activity to protect client data. We take the same approach. Screen monitoring and time-tracking tools allow us to:

• Verify staff are working only on authorized client systems.

• Tie time spent directly to specific client accounts for transparency.

• Maintain an auditable record of work performed, ensuring accountability.

This layer of oversight provides assurance that your data is handled with the same discipline you would expect from a large enterprise.

4. Multi-Factor Authentication and Role-Based Access

Just like corporate IT departments, we require multi-factor authentication across all systems. This means that even if a password were compromised, unauthorized access is still blocked.

We also apply role-based access controls so employees only see the data they need to perform their role. This approach reduces risk by minimizing unnecessary exposure of sensitive information.

5. Continuous Monitoring and Regular Updates

Large organizations know that security is never static. At Exact, we follow the same philosophy. Systems are kept updated with security patches, access logs are reviewed, and staff are continuously trained on evolving threats and best practices. This ongoing diligence keeps your financial information protected as risks change.

Final Thought: Enterprise-Level Security, Tailored for Small Business

Small businesses deserve the same protection that large corporations demand. At Exact, we deliver enterprise-level controls in a bookkeeping partnership designed for growing companies. From SharePoint and enterprise email to staff monitoring and multi-factor authentication, our processes are modeled after the best practices used by the world’s largest firms—scaled and customized to fit your business.

Want bookkeeping backed by the same security standards big companies rely on? Schedule a consultation with Exact today.