All Posts by Lynda Artesani

Deep Dive into Fathom – Goal Seek Report

Back for part two on my series on the app, Fathom, which is part of QuickBooks Online Advanced.  I’ve been fortunate to be using this strong combination of tools in my practice.  To access part one of this series, click here.  Last week we investigated the set up of Fathom. And we played around with the […]

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Diving Deep into Fathom for QuickBooks Advanced

Are you ready to dive into Fathom and QuickBooks Online Advanced?  If you are like me, I like to learn as much as possible on something new.  Unfortunately for Fathom, there is very little content or how to’s.   If you are brand new to Fathom or are just discovering it because you took on your […]

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Cash or Accrual Basis??

I love the T-shirt that says “ it’s accrual world.” A little spin on the accounting term accrual. One of my favorite questions to ask a new client when I onboard them is, “Are your books done on a cash basis for an accrual basis? I have found most of the people that I work […]

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Trust Club: Trust Accounting the Check Method

Trust Accounting the check method is a method I see with established firms with the partners that have the accountant or bookkeeper write a check from the IOLTA or Trust Bank Account to be deposited into the Operating Account.  One check per client.  That can involve lots of checks each month at the billing cycle […]

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Trust Club: Fixing the Errors in Trust Accounting

Fight ClubThe first rule of Fight Club is You do not talk about Fight Club. The second rule of Fight Club is You do not talk about Fight Club.Trust ClubThe first rule about Trust Club the trust account bank balance must match the trust account liability. The second rule about Trust Club the trust account bank […]

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Negative Cashflow Pro Bono No-No

​It rhymes AND it makes good sense! LOL! Note:  Happy Labor Day weekend!  I am taking a pause from the series on how to work with your first attorney client this week.  That series will resume next week!   You’ve heard the term pro bono before and you know what it means… You’re workin’ for FREE! Actually, a […]

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Attorney Invoicing Workflow using LeanLaw

Attorney invoicing is the topic of this post, which is part three of a series on how to work with your first attorney-client, what you need to know.   In Part One, we jumped in at the very beginning talking about the terminology around working with law firms and attorneys.  Part two was all about […]

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Attorney Expenses and Advanced Client Costs

This post is part two of a blog series on how to work with your first attorney-client, what you need to know. Last week, we jumped in at the very beginning and discussed the terminology around working with law firms and attorneys. This week it is all about the law firm expenses, and specifically, this […]

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Working With Attorneys: Trust Accounting

Trust Accounting

This article is for the person who just picked up a brand new law firm client and has no clue where to start. Trust accounting can seem scary. Also, what is all this terminology???? Trust accounts, retainers, matters, advanced client costs, and an Iolta account? What does it all mean?Well, it is super important to […]

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