Category Archives for Workflow

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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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 […]

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Law Firm Workflow for QuickBooks Online

For any business to be truly successful, they must truly understand their workflow, that is why my #1 mission with any new client is to help them establish a system that will work for them.  Every industry requires a unique workflow custom tailored to their objectives and law firms has always been one of my […]

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Customer Sales Workflow

customer sales workflow

My Customer Sales Workflow has many apps and processes to it.  It all starts with consistent content. Adding that to your website and sharing what you know is paramount.  It’s truly the queen of the stack.  Without it, the sale or the customer, does not find me.   Matthew Fulton, of Parkway Business Solutions, encouraged […]

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