Category Archives for General Tips

Clean 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 the […]

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Year-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 the new […]

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Vendor 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 mail and […]

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The 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 […]

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Clio 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 […]

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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”).      […]

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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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