by Lynda Artesani | Apr 17, 2022 | Accounts Receivable, General Tips, KPIs
We are in mid-tax season. As an attorney, you might be looking at your records and your bottom line and thinking…. “where did all the money go?” Maybe you ask your tax professional, and they go into depth about a line of credit, loan, or something you have on the...
by Lynda Artesani | Dec 5, 2021 | Accounts Receivable, General Tips, LeanLaw, Legal Apps, Work Processes
There are so many acronyms when you work with attorneys. You may be asked as a bookkeeper who works with lawyers about LEDES. LEDES is an acronym for Legal Electronic Data Exchange Standard. What does that exactly mean? LEDES has been around since 1995 and is a file...
by Lynda Artesani | Oct 31, 2021 | Accounts Receivable, Cleanup, Clio, General Tips, IOLTA/Trust Accounts, LeanLaw, Other, QuickBooks, Work Processes
One of the ways you can measure the numbers that tell the story of your law firm’s success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in reality, it is just any kind of measurement that you are going to...
by Lynda Artesani | Oct 24, 2021 | Accounts Receivable, Cleanup, Clio, General Tips, IOLTA/Trust Accounts, LeanLaw, Other, QuickBooks, Work Processes
When I think of balance, I always think of my yoga practice. When you work with attorneys and live in a world of compliance, you know that balancing one or two or even three trust accounts is no easy feat. There are many reasons why trust accounts become unbalanced....
by Lynda Artesani | Oct 10, 2021 | Accounts Receivable, General Tips, Other, QuickBooks, Work Processes
Client Experience 2.0 is a term coined by Liscio, my favorite app in my work stack. Liscio is the software I use to manage client communication and client document storage. But what does client experience 2.0 mean? And why does a software company care about our...
by Lynda Artesani | Oct 3, 2021 | Accounts Receivable, General Tips, Other, QuickBooks, Work Processes
I have yet to meet an attorney that loves accounting. It’s a necessary evil for businesses, and unfortunately, somehow, it often ends up as a part of what entrepreneurs end up doing themselves. Suppose the attorney is bootstrapping their business and is...
