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 | Oct 24, 2021 | Accounts Receivable, Cleanup, Clio, General Tips, IOLTA/Trust Accounts, LeanLaw, Other, QuickBooks, Work Processes
When I think of balance, I always think of my yoga practice. When you work with attorneys and live in a world of compliance, you know that balancing one or two or even three trust accounts is no easy feat. There are many reasons why trust accounts become unbalanced....
by Lynda Artesani | Jul 25, 2021 | Data Migrations, General Tips, Other, QuickBooks, Work Processes
The Client Trust liability account in QuickBooks Online when you work with attorneys is a critical account. It is an account that should be entered with a history. This post will explain why the full accounting history needs to be entered into the client trust...
by Lynda Artesani | May 23, 2021 | General Tips, IOLTA/Trust Accounts
If you could secretly speak to most attorneys, not as an accountant, but as a friend, they would probably tell you that legal accounting is one of the things that keep them up at night. Sure, they know how to do the law practice work. But when it comes to doing...
by Lynda Artesani | May 9, 2021 | Client Costs Advanced, General Tips
As you dig deeper into trust accounting, this is the age-old question. Why is my trust accounting not balanced? We see this all the time with clients. They’ll tell us that their trust account is balanced and they reconcile the bank. But just by reconciling the bank,...
