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Using Tags in QuickBooks for tracking 1099s

Using Tags in QuickBooks for tracking 1099s

by Lynda Artesani | Dec 12, 2021 | 1099's, General Tips, LeanLaw, Legal Apps, Work Processes

We had a lively discussion in our Accountant’s Law Lab group last week. The Law Lab is a group of accountants and bookkeepers who may have one attorney-client or multiple, and we discuss all things legal accounting. If you’re not a member and you work with attorneys,...
Legal Attorney Billing: LEDES Billing

Legal Attorney Billing: LEDES Billing

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...
LeanLaw Settings: Team Settings

LeanLaw Settings: Team Settings

by Lynda Artesani | Nov 28, 2021 | General Tips, LeanLaw, Legal Apps, Work Processes

Attorneys, are you looking for a proven way to eliminate redundant tasks? This can not only free up your time for better things but also allow you to focus on the more complex or pressing matters that need your immediate attention! Enter LeanLaw Team Settings. With...
Legal Software:  LeanLaw Settings Part 1

Legal Software: LeanLaw Settings Part 1

by Lynda Artesani | Nov 14, 2021 | Common LeanLaw QuickBooks, General Tips, LeanLaw, QuickBooks, Work Processes

As you dive into the software, you will get excited about the powerful one, two punch of LeanLaw and QuickBooks Online Advanced. QuickBooks is such a generalized accounting platform but what makes it the number one software is its integrations and its open...
LeanLaw and QuickBooks Online Advanced: User Roles and Permissions

LeanLaw and QuickBooks Online Advanced: User Roles and Permissions

by Lynda Artesani | Nov 7, 2021 | General Tips, LeanLaw, QuickBooks, Work Processes

One of the beauties of having QuickBooks Online Advanced and LeanLaw as a software partnership is the ability to have streamlined user functionality.  As an accountant, we always jokingly say,  ❝ Lynda Artesani Accountant “If we can keep the client out...
Law Firms: Measure your success using key performance indicators (KPIs)

Law Firms: Measure your success using key performance indicators (KPIs)

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...
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