by Lynda Artesani | Mar 20, 2022 | Clio, General Tips, LeanLaw, QuickBooks
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 | 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 | Nov 21, 2021 | LeanLaw, QuickBooks, Workflow
Considering that you’ve chosen to add LeanLaw as your attorney billing software, undoubtedly the main reason is because of the billing. You want a professional-looking invoice to send out to your clients. But more importantly, as an attorney, you do not want to...
by Lynda Artesani | Nov 14, 2021 | Common LeanLaw QuickBooks, General Tips, LeanLaw, QuickBooks, Work Processes
As you dive into the software, you will get excited about the powerful one, two punch of LeanLaw and QuickBooks Online Advanced. QuickBooks is such a generalized accounting platform but what makes it the number one software is its integrations and its open...
