7 value-added services to expand your practice

As a trusted advisor, you have an opportunity to help your clients with much more than accounting and taxes. Clients often need assistance beyond these standard services. According to a survey conducted by L. Harris Partners, nearly one in three clients (32%) say they use multiple CPA firms. There are tremendous gains to be had for your […]

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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’ […]

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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 […]

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My Lawyers are NOT Guilty

..of these very common Law Firm Accounting mistakes.   There I was, cruising the web for a little writing inspiration and suddenly… I was hooked! “Solo and Small Law Firm Accounting Issues” posted by FindLaw.com. Now THIS resonates!!!       These common mistakes, described by FindLaw are often the cause of many critical financial […]

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Why Use a Bookkeeping Service?

Here are Your Top 4 Reasons Last week I was blown away by the love and comments I received on the post about my Yoga Training.  I can happily share that I passed the test and can now add 60 more hours to my goal of becoming a yoga therapist 500 hr certified!      […]

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