New Year New YOU, Thanks to Budgeting

2020 is the year to have a BIG vision. It’s also the year your big vision may require BIG TIME budgeting skills because seeing your financials clearly is what makes your everyday activity result in prosperous outcomes. Have you taken the time to work on your new business plan? Have you built out a budget […]

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Clean up a Law Firm Client Messy Books

It’s the Messy File Time of Year! In the past few weeks, we have been doing some repeats of popular videos from my archives. For my first post of 2020, I was going to dig into a law firm client with messy books. As we navigate through the settings, you may notice that I have […]

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Year-End processes for QuickBooks Online – Part 3

Note:  This is a repeat post from 2018.  I am still taking a holiday break from posting my weekly blog.    We have so many more cool tools for doing this year-end work now!  We have the insights page and we now we have bookkeeping review!  But while the process may be different (easier) with […]

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Year-End processes for QuickBooks Online – Part 2

year end processes for QuickBooks

Note:  This is a repeat post from 2018.  I am still taking a holiday break from posting my weekly blog.    We have so many more cool tools for doing this year-end work now!  We have the insights page and we now we have bookkeeping review!  But while the process may be different (easier) with […]

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Year-End processes for QuickBooks Online – Part 1

Year-end processes QuickBooks

Note:  This is a repeat post from 2018.  I am still taking a holiday break from posting my weekly blog.  We have so many more cool tools for doing this year-end work now!  We have the insights page and we now we have bookkeeping review!  But while the process may be different (easier) with the […]

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Vendor or Insurance Check Refund deposit QBO

Vendor or insurance check refund got you puzzled? It is one of those transactions that happens infrequently so it can really trip up a QBO (QuickBooks Online) user.     Do you see the transaction in the deposit side of the  bank feed and wonder, “how do I code this?’  Or did you open the […]

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The Great Divide! Structure your Law Firm Data

Divisional Data: A Savvy Law Firm Accounting Strategy of Structuring your Law Firm Data You SO wanted to hear “you’ve made partner”. You dreamt about it as a child but never thought that you could be the one saying it instead! And it’s all thanks to how you and your accountant that have run the […]

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Clio Legal Trends Report – answer your phone!

Week two and I am still discussing The Legal Trends Report by Clio. The second half of this report is fascinating. Especially as to how they went about researching what a client is looking for when seeking an attorney. Most people find an attorney by referral Most people seeking out an attorney do so by […]

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Annual Clio 2019 Legal Trends Report has dropped

I spend a ton of time studying the industry that I work with.  That is the Legal Industry.  I listen to podcasts, watch webinars, and try to learn the pain points in my clients’ industry.   This report was fascinating!  A big thank you to Joshua Lenon, the lawyer in residence at Clio for a […]

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