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”). Aside from reviewing the […]
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 […]
Continue readingReasons to Choose Artesani for QuickBooks Online Training
Are you considering keeping your own books but need help getting started? Look no further than the expertise from Artesani Bookkeeping and their QuickBooks online training program. This program is great for the sole proprietor, startup company, or any growing business. It is designed to teach you how to master the software you’ll need and […]
Continue readingLaw Firm Accounting, Just One Piece of the Pie
I was pondering all the activity that’s been going on in the Facebook group I co-founded with Matthew Fulton called QB Community Live!, where we mentor other accountants, and I began to wonder… What kind of community (if any), exist for our Attorneys and Law Firms for whom we serve? Accounting services are just one […]
Continue readingLaw Firm Accounting, …What? A Second Helping of Pie?
Let’s pick up where we left off with ‘Law Firm Accounting, Just One Piece of the Pie‘, everyone likes a good spin-off right?! …I adored the sitcom, Frasier, almost as much as I adore people reaping the benefits of outsourcing. Social Media – Here’s another thought I had… “just hand it over already.” “When it’s […]
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 […]
Continue readingDiving Deep into Fathom for QuickBooks Advanced
Are you ready to dive into Fathom and QuickBooks Online Advanced? If you are like me, I like to learn as much as possible on something new. Unfortunately for Fathom, there is very little content or how to’s. If you are brand new to Fathom or are just discovering it because you took […]
Continue readingCash or Accrual Basis??
I love the T-shirt that says “ it’s accrual world.” A little spin on the accounting term accrual. One of my favorite questions to ask a new client when I onboard them is, “Are your books done on a cash basis for an accrual basis? I have found most of the people that I work […]
Continue readingNegative 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’ […]
Continue readingWorking With Attorneys: 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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