Category Archives for General Tips

Working With Attorneys: Trust Accounting

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 to […]

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My Lawyers are NOT Guilty

..of these very common Law Firm Accounting mistakes. There I was, cruising the web for a little writing inspiration and suddenly… I was hooked! “Solo and Small Law Firm Accounting Issues” posted by Now THIS resonates!!!   These common mistakes, described by FindLaw are often the cause of many critical financial issues, whether you’re a small operation […]

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Why Use a Bookkeeping Service?

Here are Your Top 4 ReasonsLast week I was blown away by the love and comments I received on the post about my Yoga Training.  I can happily share that I passed the test and can now add 60 more hours to my goal of becoming a yoga therapist 500 hr certified!   Next Sunday, I am […]

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QuickBooks Tips and Tricks – Part 2

QuickBooks Tips and Tricks

QuickBooks Tips and Tricks – Part 2!  Today we journey down the road to duplicating a tab in your chrome browser and also get into creating some custom reports.  We will schedule them to be used in your accounting practice.  Great tips if you have staff and a growing practice.  Enjoy!  To see part one […]

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Getting started with QuickBooks – Part 3

getting started with quickbooks online accountant

Where do you get started with QuickBooks?  Easy!  Become a QuickBooks Online ProAdvisor!  We will follow the steps using the new section of the Intuit Community especially designed to help people just starting out and using this pdf as a guideline. We will discover everything needed and the steps to navigate your new program. Special […]

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Intuit’s Price Increase

intuits price increase

Intuit’s price increase was announced today.   The official email went out informing its customers of the new price increases. Both QuickBooks Online and QuickBooks Desktop users will be affected. Of course, the reaction from most of us was to be very upset. No one likes paying more for anything. Let’s face it, no one […]

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Getting Started with QuickBooks – Part 1

getting started with QuickBooks Online Accountant

This post is about starting and getting started with QuickBooks Online Accountant. Getting started as a business owner in an accounting firm. So many things have changed since I began my practice almost 20 years ago.  When I started my business, I looked up ads for part-time bookkeepers (yes!  The newspaper…wow, have things changed!).  I […]

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Is Email Safe? Client communication for the future

A quiet space….Would it be wonderful to go back in time? To go back to when email was just a communication tool. And you didn’t get all the advertisements, The spam, etc. I stumbled upon this quiet space. It’s called Liscio. It’s the tool I’m going to use with my clients for communication, file sharing, […]

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Rental properties and 17hats

17hats and rental properties

I’ve been using 17hats for my real estate company for several years now. I mentioned this to a friend of mine, Mariette Martinez, and she told me that I should write a blog post about how I use it because it was a great idea. Accounting and real estate is also a niche of mine.  I have […]

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