Category Archives for Workflow

Reconciling the Advanced Client Cost Account

Reconciling the advanced client cost account is a must if you do attorney bookkeeping.  It is important to track this account.  If it is left untouched, you could be leaving important transactions that should be billed back to the client or expenses that should become firm’s expenses in the wrong account.  Reconciliaiton is the only […]

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How to Find the Best Law Firm Apps

These past few weeks have been all about reviewing legal billing or practice management apps.  It got me thinking, what processes do attorneys or bookkeepers go through to find the right software?  Where do you go to first? How do you investigate them/test them?   Where do you turn?  Well, besides my last two amazing reviews….let’s […]

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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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Which is better!? Cash vs Accrual Accounting

 Entrepreneurs are often confused by the different accounting methods used to run a business. Have you found yourself wondering if you should be on a different method of accounting, asking yourself:  Which is better Cash Basis or Accrual?  Take comfort in knowing that you’re not alone in trying to figure this one out. The main difference in […]

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Tea and Cookies & with the IRS? Avoiding IRS Pitfalls

  It’s tax season! ….“UuuuggGH!” If that’s how you and your law firm associates are feeling these days, I get it. Totally understandable. After all, you’re the superheroes that sort out complicated messes, save people’s houses from being foreclosed upon and often untangle the most mysterious of stories (…only to find “it was the Professor […]

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Manage Workflows in QuickBooks Advanced

Like a kid in a candy store, there seem to be more and more things popping up in my accounting platform. One that I have been excited about because it allowed me not to have to add an app because the feature is “baked in” is the new Manage Workflows. When you work with attorneys, […]

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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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Attorney Invoicing Workflow using LeanLaw

Attorney invoicing is the topic of this post, which is part three of a series on how to work with your first attorney-client, what you need to know.   In Part One, we jumped in at the very beginning talking about the terminology around working with law firms and attorneys.  Part two was all about […]

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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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Billing Workflow for Attorneys

billing workflow for attorneys

I wanted to review in more detail the billing workflow for attorneys that I am using.  It is one of my most precious routines to work with Hubdoc/LeanLaw/QuickBooks. There are many steps are involved in this workflow. If you miss one, it may make your workflow a bit clunky. In the video below the entire […]

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