“Mixed” Trust Accounts Don’t Keep U.S. Tidy…

The internet provides valuable information about Trust Accounts and Trust Accounting.  The work to keep the books straight and tidy in your law practice is admirable, so I thought I would help clarify something that could throw a serious wrench into your record keeping effort.In Canada, there is such a thing as a “Mixed Trust […]

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QuickBooks Tips and Tricks -Part 3: Usage Limits

QuickBooks Tips and Tricks - Part 3

QuickBooks Tips and Tricks – Part 3:  Usage Limits coming to QBO on July 1stThis is our 3rd article on QuickBooks Tips and Tricks.  See the other two articles here and here. As Intuit has informed us, there will be usage limits to QBO Simple Start, Essentials and Plus versions. These go in effect on July […]

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QuickBooks Tips and Tricks – Part 2

QuickBooks Tips and Tricks

QuickBooks Tips and Tricks – Part 2!  Today we journey down the road to duplicating a tab in your chrome browser and also get into creating some custom reports.  We will schedule them to be used in your accounting practice.  Great tips if you have staff and a growing practice.  Enjoy!  To see part one […]

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QuickBooks Tips and Tricks – Part 1

QuickBooks tips and tricks

Quickbooks Labs- import style, 5 for $5 QBO files, and more! QuickBooks Tips and Tricks:  Oh my is what this lady is doing even possible?  Is it a trick?  What is the tip to be able to lean that far forward without falling down?  An amazing core????   For the next few weeks, I will […]

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Law Firm Accounting in 6 mins?

Worrying about accounting and time tracking errors at the end  of an eighty hour work week is the last thing you need. Helping clients navigate the legal system is difficult, but your industry challenges you to track billable time by the minute.  Therefore, you  bill that time in 6-minute increments. Wow! That is a little […]

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Getting started with QuickBooks – Part 4

Getting started in Quickbooks online accountant – part 4 Getting started with QuickBooks? Easy! Become a QuickBooks Online ProAdvisor! We will follow the steps using the new section of the Intuit Community especially designed to help people just starting out and using this pdf as a guideline. We will discover everything needed and the steps to navigate your new program. […]

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Getting started with QuickBooks – Part 3a

Getting Started with QuickBooks

Part 3a – Onboarding Clients Getting started with QuickBooks? Easy! Become a QuickBooks Online ProAdvisor! We will follow the steps using the new section of the Intuit Community especially designed to help people just starting out and using this pdf as a guideline. We will discover everything needed and the steps to navigate your new […]

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How to Maintain Compliance With Your Attorney Bookkeeping

attorney bookkeeper

How to Maintain Compliance With Your Attorney Bookkeeping is a key question an attorney can ask when looking for an accountant.  Why hire a law specific accountant to handle your records?  For an attorney, proper bookkeeping can mean the difference between peace and chaos. An attorney bookkeeping service can help you keep your financial world […]

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Getting started with QuickBooks – Part 3

getting started with quickbooks online accountant

Where do you get started with QuickBooks?  Easy!  Become a QuickBooks Online ProAdvisor!  We will follow the steps using the new section of the Intuit Community especially designed to help people just starting out and using this pdf as a guideline. We will discover everything needed and the steps to navigate your new program. Special […]

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