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 the new […]

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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 the new […]

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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 mail and […]

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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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4 Law Firm KPI’s to Remain Competitive!

  You know what you have to do every day…it’s on the calendar. “Meet with this client”, “meet with that lender”, “train the new co-worker”, “plan with the interior designer”, and at the end of the day, “enter in company expenses” (hopefully you’ve got a dedicated bookkeeper for this by now, ahem…”cough cough”).      […]

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