Category Archives for Reports

Survivor: Law firm Edition

What are your law firm survival strategies?  For years I watched the TV show, Survivor. I have often said I would never go on an island with bugs and snakes and no food. Yet, here we are in the midst of a strange world of lockdown and no work,  reduced or eliminated income.  It feels like we […]

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Work in Process – Law Firm Accounting

Work in Process

Work in Process (WIP):  Who knew you could rely on an 80’s rock band to impart such inspiration for law firm accounting? A WIP report is something you can find in LeanLaw reports, and it stands for “Work In Progress”! The WIP report is a valuable commodity that can be used as collateral to obtain […]

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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 […]

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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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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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7 value-added services to expand your practice

As a trusted advisor, you have an opportunity to help your clients with much more than accounting and taxes. Clients often need assistance beyond these standard services. According to a survey conducted by L. Harris Partners, nearly one in three clients (32%) say they use multiple CPA firms. There are tremendous gains to be had for your […]

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Why Use a Bookkeeping Service?

Here are Your Top 4 Reasons Last 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!      […]

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Getting started with QuickBooks – Part 4

Getting started in Quickbooks online accountant – part 4 Getting 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. […]

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Using Management Reports in QuickBooks

Using management reports in QuickBooks Online

Have you ever tried using management reports in QuickBooks? They are a bit hidden, so I tagged this post under my categories of hidden things. As a result, this report grouping is probably not utilized often because of where it is under the reports tab. However, it is one you should consider using if you […]

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