by Lynda Artesani | Jan 9, 2022 | General Tips, Other, Year End
Closing out the books for your law firm client with QuickBooks is a topic I thought would be timely to explore. There are a few things I like to do at year-end for my clients, just to get their files tidied up. Next month tends to be the season of the cleanup jobs....
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 17, 2021 | Compensation Reporting, Financial Statements/Distributions, General Tips, Other, QuickBooks
How we use Advisory Services with our Law Firm Clients As mentioned in the earlier posts, I am winding down the road of the courses I will be teaching or co-teaching at the Scaling New Heights accounting conference in Ft. Worth, Texas, on October 24 – 27th....
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...
