by Lynda Artesani | May 15, 2022 | Client Costs Advanced, Clio, General Tips, KPIs, LeanLaw
Next up is a personal injury firm. Many personal injury attorneys I’ve spoken to have said, “My practice area is straightforward, and I don’t need any external software because the trust tracking happens at the end of the case.” While this is...
by Lynda Artesani | May 8, 2022 | General Tips, QuickBooks
There’s a lot I can say about immigration firms and accounting. Let’s start with the transaction volume. Like family law, there are many transactions for many exact amounts. Handling accounts receivable is probably the essential job besides the attorneys doing great...
by Lynda Artesani | May 1, 2022 | General Tips
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 19, 2021 | Cleanup, Financial Statements/Distributions, General Tips
With so much going on for every client, it can be hard to stay on top of everything. In the past, I had a strict process that I developed to close out client files monthly. Now, we have a feature and I try to use the month-end review tool to finish specific tasks in...
by Lynda Artesani | Feb 17, 2019 | General Tips
I’ve been using 17hats for my real estate company for several years now. I mentioned this to a friend of mine, Mariette Martinez, and she told me that I should write a blog post about how I use it because it was a great idea.Accounting and real estate is also a...
