by Lynda Artesani | Feb 6, 2022 | General Tips, IOLTA/Trust Accounts
The interest on a lawyer’s trust account, commonly known as IOLTA, is one of the most mysterious accounts in attorney’s chart accounts. Yes, we know it’s a bank account; we know that there’s interest, but we’re not sure how to put that...
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...