Category Archives for General Tips

Annual 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 […]

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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 […]

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Reasons 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 […]

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Law 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 […]

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Law 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 […]

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Deep 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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Diving 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 […]

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Cash 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 […]

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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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