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 readingClean 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 […]
Continue readingYear-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 […]
Continue readingVendor 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 […]
Continue readingFix beginning bank balance that has deleted transactions in QBO
Fix beginning bank balance in QBO can be daunting. Especially if you tried to “fix” things and you ended up making more of a mess than you anticipated. So, here you are, with that dreaded “your beginning balance is off but we can help you fix it”. Really? Really QuickBooks….can you? So you open […]
Continue readingThe 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 […]
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 reading4 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”). […]
Continue readingBookkeeping Service Near Me? Here’s a Better Way to Find What You Need
Looking for a bookkeeping service for your small business? Before you type in “bookkeeping service near me,” it’s important to know that there are better ways to find what you need. Review these tips when searching for a bookkeeper or bookkeeping service. Do Your Research The easiest way to find a bookkeeper for your business is to […]
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