#security
Protect your financial data with security best practices and tools
Vulnerability scans inventory known flaws for thousands per year; pen tests prove what attackers can exploit for $5,000-plus. Scan continuously, test annually.
IRS Letters 5071C, 4883C, and 5747C freeze your refund until you verify your identity — online, by phone, or in person.
Trade secret protection isn't automatic: courts ask what you did to keep it secret. Signed NDAs with the DTSA notice and a 7-step exit checklist prove it.
The IRS app replaced IRS2Go on Sept. 25, 2026: sign in to check refunds, pay balances, pull transcripts and your IP PIN — business accounts stay on IRS.gov.
A SIM swap hands your number to a criminal who resets passwords and wires out your balance — lock the carrier account, quit SMS codes, call back on wires.
Three copies, two media types, one off-site: the 3-2-1 backup rule plus immutable copies and monthly restore tests that survive ransomware.
Under the FTC Safeguards Rule, bookkeepers must keep a written security plan with MFA and encryption. Ask these 10 questions before granting access.
Your client list is only a trade secret if you protected it first — inventory secrets, sign NDAs with the DTSA notice, and lock down access.
40% of business email compromise now uses AI deepfakes. Out-of-band callbacks, dual approval, and locked vendor records stop voice-clone wire fraud.
Ottimate's June 2026 MCP integration lets you query live AP data from Claude or ChatGPT; Billtrust followed for AR. Start read-only, with audit logs on.
CrowdStrike's FY2027 Q2 (ended July 31, 2026) posted $1.47 billion of revenue (+26%), record net new ARR of $333 million (+51%), and ending ARR of $5.84 billion, with GAAP net income turning positive at $5.3 million. Deferred revenue of $4.84 billion and RPO of $10.7 billion show where the ARR lives before the income statement recognizes it — asserted line by line in a public Beancount ledger.
Palo Alto Networks closed FY2026 with Q4 revenue of $3.41 billion (+34%), NGS ARR of $9.10 billion (+63%), and $21.2 billion of remaining performance obligations, while the CyberArk acquisition lifted goodwill from $4.57 billion to $22.01 billion. A double-entry read of the 10-K's purchase-price allocation, the $14.76 billion deferred-revenue stock, and why GAAP operating margin fell to 6.1%.
