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Law Firm Practice Area Nuances: Immigration Firms

Law Firm Practice Area Nuances: Immigration Firms

by Lynda Artesani | May 8, 2022 | General Tips, QuickBooks

There’s a lot I can say about immigration firms and accounting. Let’s start with the transaction volume. Like family law, there are many transactions for many exact amounts. Handling accounts receivable is probably the essential job besides the attorneys doing great...
Law Firm Practice Areas: Family Law Accounting Nuances

Law Firm Practice Areas: Family Law Accounting Nuances

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...
The BEST Workflow When Working with Attorneys as an Accountant

The BEST Workflow When Working with Attorneys as an Accountant

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...
Law Firms: Measure your success using key performance indicators (KPIs)

Law Firms: Measure your success using key performance indicators (KPIs)

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...
Customer Service Client Experience 2.0

Customer Service Client Experience 2.0

by Lynda Artesani | Oct 10, 2021 | Accounts Receivable, General Tips, Other, QuickBooks, Work Processes

Client Experience 2.0 is a term coined by Liscio, my favorite app in my work stack. Liscio is the software I use to manage client communication and client document storage. But what does client experience 2.0 mean? And why does a software company care about our...
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