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 | Jan 30, 2022 | General Tips, QuickBooks
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 | 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 | Aug 1, 2021 | Data Migrations, General Tips, Other, QuickBooks, Work Processes
We are continuing on the series of QuickBooks Online for Attorneys, and after much hard work, we’ve finally arrived at a place where I think you are ready to get your hands dirty with starting to do some transactional work. By now you should have set up your...