by Lynda Artesani | Feb 20, 2022 | Chart of Accounts, Financial Statements/Distributions, General Tips
One of the things I love about collaborating with other accountants and bookkeepers is learning new trade tricks. The last few weeks have been narrowly focused on how to clean up your client files. This week is also similar as one of the final steps in the cleanup is...
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 | Aug 15, 2021 | Data Migrations, General Tips, Other, QuickBooks, Work Processes
The following blog post is designed to help attorneys understand the reports they need to create using QuickBooks Online as their accounting software. The first report is a requirement of the American Bar Association and is a must for any law firm with a trust bank...
by Lynda Artesani | Jul 11, 2021 | Chart of Accounts, General Tips, QuickBooks
Continuing with my series on QuickBooks Online for attorneys last week we jumped into starting a brand new file and adding a law-specific chart of accounts. This week it’s all about importing a list of your Client Ledger Accounts as sub-accounts under the parent...
by Lynda Artesani | Jul 4, 2021 | Chart of Accounts, General Tips, QuickBooks
Welcome to a series on how to use QuickBooks Online for attorneys and law firms. A chart of accounts is a very important aspect of the accounting system for a legal entity. You need to make sure that you have the right chart of accounts as it directly affects the way...
