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 […]
Continue readingClio 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 […]
Continue readingAnnual 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 […]
Continue readingDeep 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 […]
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