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 | Oct 31, 2021 | Accounts Receivable, Cleanup, Clio, General Tips, IOLTA/Trust Accounts, LeanLaw, Other, QuickBooks, Work Processes
One of the ways you can measure the numbers that tell the story of your law firm’s success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in reality, it is just any kind of measurement that you are going to...
by Lynda Artesani | Oct 3, 2021 | Accounts Receivable, General Tips, Other, QuickBooks, Work Processes
I have yet to meet an attorney that loves accounting. It’s a necessary evil for businesses, and unfortunately, somehow, it often ends up as a part of what entrepreneurs end up doing themselves. Suppose the attorney is bootstrapping their business and is...
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 | 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...
