by Lynda Artesani | Jan 23, 2022 | General Tips
Let me paint the picture. You are doing your accounting records for your law firm. You send the tax professionals the financial documents that they requested. The tax professional contacts you and says, “No, I need these records on a cash basis as that is how we...
by Lynda Artesani | Jan 16, 2022 | General Tips
Year-end processes for QuickBooks Part 2 Comparison Reports is the post on this topic. This 3-part series is of the tasks I perform on client files, typically quarterly or monthly. But it is very important to give the records a good look through at...
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 | May 23, 2021 | General Tips, IOLTA/Trust Accounts
If you could secretly speak to most attorneys, not as an accountant, but as a friend, they would probably tell you that legal accounting is one of the things that keep them up at night. Sure, they know how to do the law practice work. But when it comes to doing...
by Lynda Artesani | Jan 17, 2021 | General Tips
Are you looking in the rear view mirror to determine your law practice’s forward trajectory? That’s what a lot of us are doing if we are using a cash flow report or looking at our financial statements from 2020. No, I’m not saying you can’t use...
