Shows
Accountants Law PodFinancial Forecasting - Building a Future-Proof Business PlanDiscover how financial forecasting can future-proof your law firm. Hosts Lynda Artesani, Sarah Prevost, and Steve Libhart discuss tax planning, budgeting, seasonal trends, and AI tools for forecasting. Learn strategies for continuity, growth, and smarter decision-making.
02:39 Financial Forecasting and Business Planning 03:26 Importance of Forecasting and Tax Planning 08:55 Exit Strategies and Business Continuity 12:44 AI in Business Forecasting 18:17 The Rise of AI Companions 20:34 Financial Planning Tools and Their Limitations 21:54 The Importance of Accurate Data 24:18 Evaluating Marketing and Advertising Spend 30:04 Seasonality and Marketing Strategies
Be sure to subscribe for more...
2025-10-1633 min
Accountants Law PodManaging Positive Pay with AttorneysIn this episode, Sarah and Steve dive into one of the most critical (and often overlooked) tools for fraud prevention in law firms: Positive Pay. Sarah and Steven take the reins and get real about the risks law firms face and how Positive Pay can serve as a financial fortress.
They unpack the benefits, challenges, and day-to-day realities of implementing Positive Pay, especially when managing both operating and trust accounts. From the importance of data accuracy to working hand-in-hand with your bank, this episode sheds light on how a little extra effort can lead to major cost...
2025-07-2427 min
Accountants Law PodReal Financial Challenges and How We Solved ThemIn today's episode we dive headfirst into the real-world financial struggles that accounting professionals and law firms face every day—from cash flow crunches and high overhead costs to late client payments and clunky billing systems.
If you're tired of spinning your wheels financially and ready for practical advice (with a side of humor), this episode is your roadmap to clarity, control, and growth.
------------------------------------------------------------- 02:39 Financial Challenges Discussion 04:30 Client Stories and Financial Visibility 06:01 Law Firms and Financial Management 12:45 AI and Job Market Insights 13:40 Productivity and Expense Management 18:00 Billing Practices in...
2025-04-1735 min
Accountants Law PodTax Planning ComplexitiesJoin us as we unpack the ever-evolving world of tax and regulatory changes—specifically for attorneys and law firms.
Tune in as they explore key tax planning strategies for law firms, including:
Payroll taxes and reasonable compensation for attorneys Retirement plan considerations and how to choose the right one The benefits and challenges of transitioning from LLC to S Corp Why bookkeeping firms play a crucial role in proactive tax planning Managing advanced client costs and staying compliant Improving law firm cash flow management through strategic decisions
Whether yo...
2025-04-1029 min
Accountants Law PodAvoiding an AuditJoin Sarah, Steve, and Lynda as they tackle the intimidating world of audits—specifically for law firms!
From tax audits to bar audits, we’ll uncover the sneaky pitfalls that can land you in hot water. Tune in for expert tips on managing trust accounts, the art of proper documentation, and why three-way bank reconciliations are your best friends.
--------------------------------------------------------- 00:15 Types of Audits and Their Implications 00:44 Bar Audits and Their Consequences 02:35 Trust Account Issues and Best Practices 06:10 Handling Prior Year Transactions 07:19 Self-Reporting and State Requirements 08:51 Preparing for an Audit 1...
2025-04-0330 min
Accountants Law PodGetting the Most Out of Your Conference ExperienceConference season is almost here! The team shares their best advice on choosing the right conferences, planning effectively, and maximizing your networking opportunities.
Learn more about the Accounting Cornerstone Foundation here!
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00:37 Discussing Conference Experiences 01:13 Tips for Maximizing Conference Benefits 02:14 Personal Conference Stories 05:16 Evolving Conference Goals 07:40 Networking and Learning at Conferences 13:43 The Role of AI in Conferences 15:10 Investing in Team Growth 16:25 Bonding Over Cold Airbnb Adventures 16:59 Conference Classes and Experiences 17:06 Challenges of Attending Conferences Without Family 17:50 Highlighting the Cornerstone Accounting Foundation 19:13 The I...
2025-03-2728 min
Accountants Law PodHow AI and Technology can Revolutionize Your Law Firm with Jay McAllisterAI and legal tech are reshaping the way law firms operate. In this episode, we explore how cutting-edge technology is revolutionizing the legal industry, making firms more efficient, profitable, and competitive.
Whether you're a tech-savvy attorney or just starting to explore AI, this episode will give you the insights you need to future-proof your firm.
As the driving force behind Paragon Tech, Jay McAllister embraces the philosophy of asking "why?" to challenge boundaries and uncover inefficiencies. Too often, businesses focus on optimizing systems that ultimately prove unnecessary.
His approach? SIMPLICITY. By prioritizing streamlined so...
2025-03-2058 min
Accountants Law PodConflicts of Interest for AttorneysBuilding on last week's episode, we continue our discussion on conflicts of interest, focusing on how they apply to attorneys.
This episode is a valuable guide for accounting professionals navigating the unique challenges of the legal industry.
------------------------------------------------------------------- 03:01 Conflict of Interest in Legal and Accounting Professions 03:17 Data Migration Challenges 05:48 Payment Management Conflicts 08:57 Ethical Dilemmas in Legal Accounting 15:16 Navigating Client Relationships and Confidentiality 19:39 Unexpected Rent Payment Practices 20:33 Questioning Financial Decisions 21:57 Transparency and Ethics in Accounting 23:23 Handling Client Conflicts 23:59 Personal Expenses and Bookkeeping 25:51 Trust Accounting Challenges
2025-03-1334 min
Accountants Law PodConflicts of Interest for Legal AccountantsIn the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes a conflict of interest, and how can legal accountants navigate these challenges with integrity? In the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes a conflict of interest, and how can legal accountants navigate these challenges with integrity?
---------------------------------------------------------------- 02:07 Introduction to Conflicts of Interest 02:25 Financial Interests and Self-Review Threats 02:58 Client and Business Relationships 03:48 Gifts and...
2025-03-0629 min
Accountants Law PodRamifications of a Bad BookkeeperIn this episode, we talk into the serious consequences of having a bad bookkeeper, especially in the legal world. Bookkeeping for lawyers isn’t just about balancing the books—it’s about maintaining compliance, safeguarding client trust accounts, and ensuring the financial health of a law firm.
--------------------------------------------------------------- 03:03 Ramifications of a Bad Bookkeeper 04:36 Onboarding Vendors and Workflow Tips 05:29 Challenges with Legal Accounting 10:02 Avoiding Bad Bookkeeping Practices 16:18 Setting the Right Expectations with Clients 16:47 Dealing with Imposter Syndrome 18:57 Mutual Learning and Collaboration 21:51 Understanding Legal Accounting Basics 23:59 Advanced Client Costs and Compli...
2025-02-2732 min
Accountants Law PodEthical Dilemmas in Legal AccountingSarah and Lynda share their personal stories and advice on maintaining ethical standards in the accounting profession.
Don't miss this insightful discussion on navigating the challenging intersections of ethics, law, and accounting!
--------------------------------------------- 02:43 Snow Stories and Legal Responsibilities 04:02 Ethical Dilemmas in Legal Accounting 05:43 Trust Accounting and Oversight 08:55 Client Retainers and Ethical Issues 12:07 Personal vs. Business Expenses 22:28 Fraud and Embezzlement in Accounting -------------------------------------------
Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest...
2025-02-2028 min
Accountants Law PodTax Season Survival TipsTax season is here, and for legal accountants, that means long hours, endless reconciliations, and the pressure of keeping everything compliant and organized. But don’t worry—we’ve got you covered!
In this episode, we’re breaking down practical strategies to help you stay sane, efficient, and ahead of the game during the busiest time of the year. Whether you’re a solo accountant managing multiple law firm clients or part of a larger team, these survival tips will help you navigate tax season with confidence.California Fire Related News!More Information!
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2025-02-1332 min
Accountants Law PodElevating Success: Inside Jayden Doye’s Transformational RetreatsAs a CPA and CEO of Prestige Accounting and Consulting, Jayden Doye's mission is to help entrepreneurs achieve financial independence and create strategies that increase profits while reducing tax burdens.
Jayden Doye also hosts retreats across the globe for lawyers looking to elevate their legal practices. We sat down with him to dive into these retreats and his CPA business.
If you are looking for a focused retreat to help you elevate your law firm, we encourage you to learn more about Jayden's events here.
-----------------------------------------------00:48 Meet Jayden Doye: Prestige Accounting and...
2025-02-0653 min
Accountants Law PodPricing Your WorkIn this episode, we dive into the art and strategy of pricing your services as a legal accountant. From understanding your value to aligning your pricing with client expectations, we cover key tips and practical insights to help you confidently set rates that reflect your expertise. Whether you're new to the field or looking to refine your pricing approach, this episode is packed with actionable advice to elevate your business.
--------------------------------------------------------- 01:31 Diving into Pricing Strategies 01:47 Challenges with Legacy Clients and Price Increases 03:38 Bundling Services and Software Costs 05:57 Client Communication and Rate Adjustments 11:59...
2025-01-3034 min
Accountants Law PodCybersecurity and CompliancePlease, please, PLEASE avoid sending your financial documents via email! Cybersecurity is more critical than ever for your accounting business and your clients, and your compliance may depend on it. In this episode, Sarah and Lynda share their thoughts, frustrations, and hopes for improving security practices in the industry.
--------------------------------------- 00:40 Travel and Compliance 01:26 Cybersecurity Concerns 02:38 Scams and Phishing 05:34 Proactive Security Measures 06:42 Client Communication Challenges 16:56 Insurance and Ransomware 19:56 Future of Cybersecurity -----------------------------------
Be sure to subscribe for more episodes! Find us on YouTube as...
2025-01-2324 min
Accountants Law PodEliminate your Law Firm’s Bottleneck: Legal Tech with Jay McAllisterAs the driving force behind Paragon Tech, Jay McAllister embraces the philosophy of asking "why?" to challenge boundaries and uncover inefficiencies. Too often, businesses focus on optimizing systems that ultimately prove unnecessary.
His approach? SIMPLICITY. By prioritizing streamlined solutions, he helps organizations overcome operational challenges and transform into highly efficient powerhouses that leverage technology to do more with less.
Paragon Tech
---------------------------------------------------- 01:10 Special Guest Introduction: Jay McAllister 03:06 Jay's Journey into Legal Tech 08:07 Challenges and Solutions in Legal Tech 11:01 Client Stories and Lessons Learned 16:09 Setting Realistic Expectations for Tech...
2025-01-161h 06
Accountants Law PodMastering Data Migration for Law Firm SoftwareThe project that brought Sarah and Lynda together!
Data migration between software might sound simple, but it’s often more complex than it seems. Discover why a legal accountant is your secret weapon for navigating this process smoothly.
----------------------------------------------- 03:25 Mastering Data Migration for Law Firms 05:04 Challenges and Lessons in Data Migration 07:37 Software Issues and Solutions 09:38 Importance of Proper Data Handling 12:31 Real-World Migration Experiences 19:18 The Importance of Hiring Experienced Data Professionals 19:35 Challenges in Data Migration 20:04 Tools and Software for Data Management 21:20 The Role of Sales and Integration Te...
2025-01-0938 min
Accountants Law PodFinancial Crisis Management - How to Stay Afloat in Tough TimesWhen it come to hard times.... it's not a matter of "if," it's a matter of "when." Is your business prepared?
------------------------------------ 02:57 Financial Crisis Management 03:26 Evaluating Subscriptions and Expenses 05:42 Staff and Workflow Adjustments 15:48 Creative Solutions and Pivoting 23:22 Client Engagement and Marketing -----------------------------------------
Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If...
2025-01-0226 min
Accountants Law PodCash Flow DemystifiedWhat is cash flow, how does it work, and why is it important? If you've found yourself pondering these or similar questions while navigating the complicated world of cash flow, this episode is for you!
------------------------------------------------------------- 00:29 Year-End Panic and Client Price Notifications 01:15 Cash Flow Demystified 02:02 Understanding Cash Flow Reports 03:59 Importance of Positive Cash Flow 04:46 Economic Uncertainty and Budgeting 08:57 Impact of the Pandemic on Law Firms 09:27 Adapting to New Technologies 15:47 Improving Cash Flow for New Businesses 17:32 Cash Flow Management: Lease or Buy? 17:47 Identifying and Eliminating Unnecessary Expenses 19:23...
2024-12-2631 min
Accountants Law PodThe Future of Accounting Software and AIAI has been the hot button topic of the year!
Steve and Lynda share their thoughts on what we can expect from AI when it comes to Accounting Software.
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01:16 Challenges with Client Trust Accounts 02:24 The Impact of AI on Accounting and Legal Industries 05:21 The Evolution of Accounting Practices 07:52 Self-Driving Cars and Legal Implications 11:13 AI in Legal Brief Writing and Future Prospects 15:37 AI's Role in Creative Fields and Ownership Issues 16:22 AI's Visual Capabilities 16:48 AI in Accounting Software 17:36 AI in Legal Practice 18:32 AI's Impact on...
2024-12-1930 min
Accountants Law PodMastering Financial Challenges Across Legal SpecialtiesWhat financial challenges might you be likely to run into across the various legal fields, and how do you navigate them? We discuss it all in this week's podcast!
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02:28 Mastering Financial Challenges in Legal Specialties 03:21 Understanding Business Mix and Billing Practices 06:09 Technology Adaptation in Law Firms 07:03 Client Acquisition vs. Cash Flow Challenges 09:48 Financial Management and Reporting 15:45 Understanding Collection Ratios 16:07 Setting Up a Strong Foundation 16:54 Budgeting and Forecasting for the Future 17:56 Evaluating Labor Costs 18:52 Challenges in Family Law Practices 21:22 Importance of Technology in Law...
2024-12-0530 min
Accountants Law PodEnd-Of-Year Client Ledger Clean-UpTackle year-end like a pro and set yourself up for New Year success!
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03:32 Year-End Cleanup of Client Ledgers
03:53 Checklist for Legal Industry Accounting
08:02 Handling Unclaimed Property
11:22 Preparing for 1099 Season
13:09 Final Tips for Year-End Accounting
---------------------------------------------------Be sure to subscribe for more episodes! Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you wan...
2024-11-2826 min
Accountants Law PodUnderstanding Attorney CompensationIn this episode, we take a look at the complexities of attorney compensation, breaking down the various ways legal professionals are paid for their work.
Whether you're a client seeking clarity or a legal professional aiming to optimize your billing strategies, this episode offers essential insights into understanding attorney compensation.
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04:52 Main Topic Introduction: Understanding Attorney Compensation
05:43 Traditional Compensation Models and Their Challenges
07:18 Modern Approaches to Attorney Compensation
09:48 The Importance of Transparency and Fairness
13:54 Balancing Benefits and Employee Satisfaction
16:24 Understanding Employee Benefits and...
2024-11-2133 min
Accountants Law PodW9 Essentials with Jeff CroninA haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
00:13 Welcoming Jeff Cronin: Tax Talk 1099s an...
2024-11-1438 min
Accountants Law Pod1099 Essentials with Jeff CroninA haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive into 1099's
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
00:42 Meet Jeffrey Cronin: Background and Expertise
01:41 Diving into 1099s: Common Issues and Sol...
2024-11-0753 min
Accountants Law PodLegal Accounting Horror StoriesIt's SpooOOooOOky season!
Let's get in the Halloween spirit by sharing our favorite legal accounting horror stories!
And we want to hear yours! Send us your horror stories at the email address below to be featured on our socials!
00:25 Halloween Horror Stories in Accounting
01:36 Cafeteria Plan Catastrophes
02:35 Trust Account Troubles
08:43 Billing Software Blunders
11:49 Employee Handbook Headaches
16:10 Fraud and Scams in the Legal Arena
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If y...
2024-10-3128 min
Accountants Law PodBeing Ghosted By A ClientYou've emailed.... and messaged.... and followed up.... and your client still isn't answering you.
What do you do?
Don't worry "Boo," we've got you!
01:22 Topic Introduction: Being Ghosted by Clients
02:01 Understanding Ghosting and Initial Tips
03:12 Strategies to Handle Client Ghosting
05:04 Real-Life Client Ghosting Experiences
11:47 Dealing with Persistent Client Ghosting
12:57 Client Communication Challenges
13:39 Effective Communication Strategies
14:30 Balancing Professional and Personal Life
15:34 Handling Unexpected Client Situations
16:29 The Importance of Gratitude
17:51 Reframing Client Conversations
Be sure to subs...
2024-10-2425 min
Accountants Law PodScope CreepDo you have systems in place to handle scope creep when it occurs?
We discuss our favorite ways to handle scope creep with clients in today's episode.
00:33 Discussing Scope Creep
1:48 Examples and Challenges of Scope Creep
3:09 AI in Managing Scope Creep
4:16 Best Practices for Engagement Letters
6:02 Real-Life Scope Creep Scenarios
09:03 Handling Scope Creep with Clients and Staff
4:55 Professionalism in Managing Scope Creep
15:24 Handling Client Requests and Scope Changes
15:43 Comparing Scope Creep to Construction Industry
16:39 Addressing Scope Creep...
2024-10-1729 min
Accountants Law PodFinancial Health Check - Red Flags Every Law Firm Should Watch ForWhat do you need to be on the watch for to make sure your law firm's finances are as healthy as they need to be?
We walk you through the biggest red flags you need to keep an eye out for in this episode!
0:22 - Client Engagement and Consultation Strategies
1:30 - Identifying Red Flags in Financial Health
4:13 - Navigating Trust Accounting Challenges
7:44 - Managing Firm Finances and Compliance
13:06 - Advanced Client Costs and Tax Considerations
20:48 - The Role of Managing Partners in Law Firms
...
2024-10-1028 min
Accountants Law PodHandling Trust FundsTrust accounting is defined by Clio as the process of tracking and monitoring client funds that are held in trust and it is a very important part of legal accounting. We are going to walk you through everything you need to know about trust funds and trust accounting for law firms in today's episode!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www...
2024-10-0338 min
Accountants Law PodNavigating Legal Accounting File ReviewsYou have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know before you get started?
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at...
2024-09-2632 min
Accountants Law PodChange Your Pricing MindsetSetting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you...
2024-09-1931 min
Accountants Law PodHow Valuable is an Accountant to your Law Firm?In this episode, we explore the critical role accountants play in the success of law firms.
We take a look at the financial management challenges faced by law firms, the unique value accountants bring to the table, and tips for effectively collaborating with financial professionals to enhance your firm's financial health.
Timestamps:
[02:45] The Role of an Accountant in a Law Firm
[07:30] Financial Challenges Unique to Law Firms
[12:15] The Strategic Value of Accountants
[18:00] Collaboration Between Lawyers and Accountants
[22:35] Case Studies: Success Stories
[28:40] Choosing the Right Accounta...
2024-09-1240 min
Accountants Law PodDo's and Don't's For Legal Accounting RookiesIn today's episode, we look at all the things we wish we had known when we were first getting started in the legal accounting niche. If you are working with your first attorney client, or you think that attorneys might be your ideal client, this is the episode or you!
Join us on our trust compliance journey with this map!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or s...
2024-09-0523 min
Accountants Law PodFiring a ClientSometimes it happens... you and your attorney client just have to part ways.
This can be a difficult process to navigate, but we are here to talk your through it!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com t...
2024-08-2934 min
Accountants Law PodTrust Compliance By StateIn this episode, we dive into the complexities of trust compliance across different states in the U.S.
Join us as we look at key regulations, the differences in compliance requirements, and the importance of understanding state-specific laws when managing trusts.Join us on our trust compliance journey with this map!
Timestamps:
[03:15] Understanding Trust Compliance
[08:45] Key Differences Between States
[14:30] Common Challenges in Compliance
[19:50] Best Practices Tips and strategies for ensuring compliance, including the importance of consulting legal professionals and staying updated with state regulations.
2024-08-2246 min
Accountants Law PodHow an Accounting Firm Can Revolutionize Your Legal PracticeIt can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most beneficial decision for your firm.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our w...
2024-08-1530 min
Accountants Law PodTriple Check: Mastering Three-Way ReconciliationThe three-way reconciliation is a cornerstone of legal accounting, as it ensures accuracy and compliance of client trust accounts.
It can be complicated to master and complicated to explain to our attorney clients. So we thought it was time we revisit this crucial process.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to...
2024-08-0840 min
Accountants Law PodMarketing Magic: Growing Your Accounting BusinessThis episode is all about growing your legal accounting business through marketing strategies. How do you start, and where should your focus be? Lynda and Steve walk your through all that they have learned!
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our...
2024-08-0143 min
Accountants Law PodFinancial Cents with Shahram ZarshenasWe recently talked about all the ins and outs of choosing practice management software for your firm, but we wanted to invite the CEO of one of our favorite companies, Financial Cents to join us to talk about his company and practice management.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in t...
2024-07-2548 min
Accountants Law PodFinancial Statement Reviews for Law FirmsWhich financial statements are essential for a law firm to review with their accountant? We're here to help save you time and get all your data in order!
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to...
2024-07-1833 min
Accountants Law PodCan I Write-Off My Shoes? - Tax Write Offs and Expenses for Attorneys"I need to wear nice shoes to court... can I write them off on my taxes?"
We are sure you have all been asked some level of this question (or even wanted to ask, yourself).
How do you navigate necessary expenses for attorneys and law firms? We look into this and more this week!
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send...
2024-07-1133 min
Accountants Law PodTax Talk: W9's with Jeffrey CroninWho's ready for more Tax Talk?!
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.
Set yourself and your firm up for success by preparing for 1099 season early!
CPA Transformation Podcast
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
2024-07-0438 min
Accountants Law PodTax Talk: 1099's with Jeffrey CroninEveryone's favorite topic.... 1099's!
We aren't trying to scare you with bringing up tax time, but we all know it's best to be prepared when it comes to 1099's for law firms.
So we invited Jeffrey Cronin, Chief Strategy Officer of Zenwork to discuss all things 1099 with us. Trust us, if you love or hate tax time, this is not one you want to miss!
Check out Jeff's podcast: CPA Transformation Podcast
Lynda's Episode! Picking Accounting Niche: The Symbiosis of Growth & Tech in Law Accounting
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Be...
2024-06-2753 min
Accountants Law PodMotivate Your Team: Bonus Incentives for Law FirmsHow do you keep your employees engaged, productive, and satisfied at your firm?
The team walks you through how to best motivate your employees through bonuses and incentives.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign...
2024-06-2041 min
Accountants Law PodBest Banking Practices with Bryan LawrenceAs accountants, we work very closely with our clients banks, and we want to keep everyone's data as safe and secure as possible. So we invited banking professional Bryan Lawrence to chat with us about avoiding fraud and keeping your banking practices above board.
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want...
2024-06-131h 02
Accountants Law PodPractice Management for Legal AccountingChoosing the right practice management software for a legal practice can be a daunting task. There are a lot of factors to consider and a lot of programs to look at.
But don't worry, we are here to walk you through it all!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join u...
2024-06-0645 min
Accountants Law PodAdding Value to Your Firm with Silver Oak Wealth PlanningWe are happy to have Les and Mark, from Silver Oak Wealth Planning, back on the podcast with us!
On this episode they help us take a look at all the ways you can add value to your firm for the future!
Silver Oak Wealth Planning at Maia Wealth
To schedule a 30-minute Zoom conversation, please contact Mark Candler with two times that work well for you. Mark@maiawealth.com 303-717-0839
Or you can schedule easily using this link.
Be sure to subscribe for more episodes!
...
2024-05-3058 min
Accountants Law PodHow to Manage a TeamAs your accounting firm begins to grow, you will suddenly find yourself with a team looking to you as their leader. In today's episode, our team will walk you through how to manage your team.
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit o...
2024-05-2331 min
Accountants Law PodCounting on Justice: A Conversation with Paula GreisenWe continue our series where we look into the details of accounting for various legal practices by exploring accounting for civil rights law with Paula Greisen.
Content Warning: This episode does contain a breif description of sexual assault, which we know may be upsetting some listeners. If you wish to skip this, feel free to skip from 10:40 to 11:05.
Paula Greisen has dedicated her entire legal career to vindicating her clients’ civil rights. Her practice focuses on all aspects of employment discrimination, the advancement and protection of LGTBQ rights, and government abuse of power cases. She ha...
2024-05-1658 min
Accountants Law PodBig Bird EffectSarah and Steve discuss the "Big Bird Effect" or from a firm owner perspective, who are you and how do you present yourself to others?
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
2024-05-0926 min
Accountants Law PodDollars and Defense: A Conversation with Douglas RichardsWe have covered accounting for various legal practice areas on the podcast already, and we are so excited to welcome some attorneys to discuss accounting for practice areas that you may not encounter as often!
We loved having Douglas Richards, a criminal defense attorney on the podcast to not only talk about the accounting needs for criminal defense, but the life of a criminal defense attorney as well.
Law Office of Douglas Richards, PC
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2024-05-0250 min
Accountants Law PodShould You Start Your Own Accounting Firm?Or should you be a contractor?
This can be a big decision for every accounting professional.
The team talks about their decisions to start their own businesses and shares some wisdom with those contemplating an entrepreneurial leap.
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2024-04-2529 min
Accountants Law PodHow To Hire The Best with Dr. Sabrina StarlingDr. Sabrina Starling, The Business Psychologist and author of the How to Hire the Best series and The 4 Week Vacation is the founder of Tap the Potential.
At Tap the Potential, the team works to free business owners from the constant demands of a growing business. They believe work supports life, not the other way around.
THE 4 WEEK VACATION: The Entrepreneur’s Ultimate Guide to Taking Your Life Back from Your Business
How to Hire the Best: The Entrepreneur's Ultimate Guide to Attracting Top Performing Team Members
How To Hire The Be...
2024-04-1849 min
Accountants Law PodAdvanced Client Costs for Law FirmsAdvanced Client Costs can be a tricky subject when it comes to law firms - I mean, do you count the postage or not?!
The team gives you the full rundown in this week's episode!
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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
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2024-04-1132 min
Accountants Law PodAutomated Three-Way Reconciliation with LiveFlowWe have been so fortunate to be able to partner with LiveFlow to work on our dream... Automated Three-Way Reconciliations!
We loved having Anita from LiveFlow on the podcast with us to talk about LiveFlow and making a legal accountants life just a bit easier!
Learn More About LiveFlow Here!
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2024-04-0452 min
Accountants Law PodWorking with a MentorYou met one of our most influential mentors on last week's episode, and it really got us thinking about all of the people who have helped us get to where we are today.
Today's episode is dedicated to all of the mentors in our lives!
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I...
2024-03-2851 min
Accountants Law PodExtreme Productivity with Seth DavidOur favorite person is here with us today!
We can safely say that none of use would be here today without Seth David. You've heard us mention his name before and we will for sure sing his praises in future episodes!
Seth David is "Chief Nerd" at Nerd Enterprises, where he is on a mission to reduce stress for accountants, bookkeepers, and business owners by sharing his experiences.
After working as an auditor for a number of years, Seth relocated from New York to Los Angeles, worked for a publicly traded company, and...
2024-03-2151 min
Accountants Law PodTrust Accounting Best PracticesWe are Sarah-less!
In this episode, Lynda and Steve share some real-life scenarios in legal accounting, as well as dive into the ethical side of this accounting niche.
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2024-03-1455 min
Accountants Law PodAccountants Jam Sesh with Terrell TurnerIt's a legal accounting party today! We invited our colleague and friend Terrell Turner to join us and talk all things legal accounting.
TLTurnerGroup.com
Stuff Your Accountant Isn't Telling You Podcast
Business Talk Library
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2024-03-071h 00
Accountants Law PodTop Questions to Ask Attorneys on a Discovery CallYou have a new attorney lead and your consultation call is scheduled and on the books, but what are the top questions you should ask a potential attorney client during your discovery call?
The team shares their tips for making sure your potential client is a good fit, and setting yourself up for success as your new partnership begins.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send...
2024-02-2937 min
Accountants Law PodCustomizing your Accounting Firm's Processes with Hughes and Strong ConsultingYour accounting firm is as unique as you are, so it makes sense that another firm's processes may not work the same for you.
If you know how you want your business to run, but you aren't sure how to get there, Hughes and Strong Consulting is the perfect solution for you!
Business owners, especially bookkeepers, have a lot of hats to wear - so Hughes and Strong Consulting create the systems that'll keep your business running smoothly & give you the capacity to grow into the ideal firm you have in the back of their...
2024-02-221h 00
Accountants Law PodAccounting for Personal Injury Law FirmsWe have covered the specifics as they apply to Immigration Law and Family Law, and now we are looking into Personal Injury Law.
What sets it apart from accounting for other legal practice areas?
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2024-02-1543 min
Accountants Law PodUnlock Your Law Firm's Potential with Gimbal CanadaLawyers spent years of their life studying the practice of law. But they didn't spend that time studying how to run a business (or accounting for that matter... which is where we come in). And this is where Gimbal comes in.
Run by Karen and David Skinner, Gimbal Canada offers strategies, coaching, and courses to help you build a law practice you love and a life you enjoy.
Gimbal Canada
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2024-02-081h 08
Accountants Law PodAccounting for Family Law FirmsIn this week's episode, the team talks about the ins and outs of accounting for family law firms. What makes it different from other practice areas, and what is it like to work with family law attorneys?
Be sure to subscribe for more episodes!
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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our...
2024-02-0125 min
Accountants Law PodThe World is Your Office with Jelena ArkulaMany of us are taking our work virtual and this opens countless doors for our businesses and our clients! Jelena Arkula has truly mastered this, living and working in Croatia, while still accounting for US based clients.
Jelena Arkula is the founder and principle of Books LA a company which helps provide businesses with streamlined custom Bookkeeping Services and Cloud Accounting.
BooksLA
Jelena's recommended monitors and equipment
Monitors ( for M1 and M2 compatible laptops)
Not M1 and M2 compatible
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2024-01-2552 min
Accountants Law PodModernize Your Law FirmLYNDA WROTE A BOOK!
The team talks about how much change they have witnessed in the legal accounting industry over the years, and how important it is for law firms to stay up to date.
Order Modernize Your Law Firm by Lynda Artesani here!
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2024-01-1849 min
Accountants Law PodUsing Video to Grow Your Accounting Business with Kate JohnsonHow many times have you logged into YouTube to learn how to use a new software or how to solve a problem in QBO? We already know that video can be a powerful educational tool, but have you thought about all the ways video can be used to grow your business and provide trust and credibility for your clients.
Kate Johnson has built her businesses through the use of video, and she joins us on this week's episode to explain all the ways you can implement video in your business!
Heritage Business Services
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2024-01-1156 min
Accountants Law PodAccounting for Immigration Law FirmsWhen you are doing accounting work for the legal industry, it's important to know that each practice area can come with it's own nuances and challenges.
In today's episode, the team walks us through accounting for immigration law firms and all that it entails.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to...
2024-01-0438 min
Accountants Law PodThe Magic of Community with Cindy SchroederCindy Schroeder is the owner of Bright Bookkeeping LLC started in 2007. She is an Advanced Certified QuickBooks ProAdvisor, an alumni member of Intuit Council Advisory Board and a Lifelong Mouseketeer.
Cindy also believes in helping others and has founded Bookkeeping Buds, a Bookkeeping Community to support and share ideas with each other.
She was named by CPA Practice Advisor as one of the 2016 Most Powerful Women in Accounting, Intuitive Accountant as a Top 100 ProAdvisor for 2017 and named to Intuits first Top 20 Firm of the Future List.
Bookkeeping Buds
Bright Bookkeeping
2023-12-2847 min
Accountants Law PodIt Takes a VillageWhether you're just starting out with your accounting business, or you're a veteran who wants to stay on top of the latest trends, we all know we can't do it alone!
We've already talked about the benefits of attending conferences to grow your skills and your business, but where else can you find community and learn alongside other accountants?
Our team discusses their favorite accounting groups and gives you a deeper dive into our very own Accountants Law Lab.
Be sure to subscribe for more episodes!
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2023-12-2127 min
Accountants Law PodAI and ML with Rob HamiltonArtificial intelligence and machine learning are big topics these days, so we invited Rob Hamilton from Digits to the podcast to chat about it!
Learn more about Digits here!
Be sure to subscribe for more episodes!
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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to s...
2023-12-1452 min
Accountants Law PodChat GPT for Legal AccountantsChatGPT has been a hot button topic in the accounting field lately, and we want to start a discussion for ChatGPT in the legal field.
How can ChatGPT be used in your leal accounting firm, and when should you be cautious?
Be sure to subscribe for more episodes!
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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
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2023-12-0736 min
Accountants Law PodInspiring the Next Generation with Jessica ChildressJessica Childress is the managing attorney and founder of the Childress Firm PLLC, a boutique employment law firm based in Washington, D.C. Ms. Childress serves as a contributor for Arianna Huffington's international media outlet, Thrive Global. She has been featured in numerous publications, including Forbes, Essence, the Huffington Post, Success, and Entrepreneur. She is also the author of the Juris Prudence children's book series.
1. Free Intro[re]spection e-course: Are you ready to unlock the power of respect in the workplace? Get your free e-course now! Intro[re]spection® is a comprehensive e-course to help you d...
2023-11-301h 02
Accountants Law PodPreparing for Year EndWith only a few weeks left of 2023, the team sits down and shares their best tips for preparing for year end.
Be sure to subscribe for more episodes!
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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along...
2023-11-2636 min
Accountants Law PodThe Power of 13 with Paris HeinenYou all loved Paris's health and wellness episode so much, we just had to bring her back!
Paris walks us through her "Power of 13" philosophy that she outlines in her book.
Paris's book, "The Power of 13" is now available for purchase and it is quickly becoming a bestseller for people who are looking for a way to take care of their health and wellness in a well rounded way.
Learn more about Paris and purchase your copy of "The Power of 13" here.
Be sure to subscribe for more episodes!
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2023-11-161h 05
Accountants Law PodTHANK YOU!We are heading to QuickBooks Connect in Las Vegas next week, and before we head out, we wanted to thank you all for your support and share a couple of updates!
If you are going to be at QuickBooks Connect, come say hi! We will be conducting mini interviews, giving out some swag, and giving a presentation!
Law Firm Tech Stack: Monday, November 13 @ 4:30pm
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2023-11-0926 min
Accountants Law PodLaw Firm Gifting with Meranda VieyraWhen it comes to law firm gifting, there are probably some ins and outs that you haven't thought of before. Today's guest walks us through it!
Meranda Vieyra, owner of Denver Legal Marketing, is one of the most visible legal professionals in the state of Colorado, and she started her business to offer law firm marketing consultations and business development strategies to small law firms and solo practitioners in the Denver area.
Denver Legal Marketing
SendOutCards
OnGoody
Be sure to subscribe for more episodes! Find us on YouTube as...
2023-11-0245 min
Accountants Law PodWhat's Your Elevator Pitch?You are at a conference, riding in the elevator with fellow attendees and having a wonderful conversation.... and then someone asks about your business.
Your floor is coming up. Do you have your elevator pitch ready?
Be sure to subscribe for more episodes!
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2023-10-2634 min
Accountants Law PodFinancial Planning for Attorneys with Silver Oak Wealth PlanningAs accountants, we become very familiar with our attorney clients finances. We welcomed Les McMullen and Mark Candler from Silver Oak Wealth Planning to the podcast to talk about how how you can approach the subject of financial planning with your attorney clients.
Silver Oak Wealth Planning at Maia Wealth
To schedule a 30-minute Zoom conversation, please contact Mark Candler with two times that work well for you.
Mark@maiawealth.com
Or you can schedule easily at: https://maiawealth.as.me/Mark
Be sure to subscribe for m...
2023-10-1955 min
Accountants Law PodAccounting for Midsize v Solo Law FirmsPerhaps you started with accounting for solo or smaller law firms, and now you're thinking of taking on larger firms as clients? Or perhaps you're wondering where to start with a law firm client and what the differences would be?
This episode will walk you through the differences when accounting for various sizes of law firms and will help set you up in the right direction!
Be sure to subscribe for more episodes and find us on YouTube!
If you have questions, topic requests, or guest suggestions you can email us at info@a...
2023-10-1244 min
Accountants Law PodBenchmarking your Business with Ben DayIf you fell off of a ladder today, and were out of commission for two months.... how would your business fare?
Ben Day, owner of Lionshare Bookkeeping and Built By Bookkeepers, shares his story with us and his advice for creating processes and benchmarks that will best support your business, your team, and your life.
Ben shares his screen with us several times in this episode - We recommend you watch this episode on YouTube to take advantage of Ben's wisdom!
Ben's company, Lionshare Bookkeeping, specializes in accounting and bookkeeping for real estate...
2023-10-051h 12
Accountants Law PodHow to Run a Fully Remote Accounting FirmSarah, Lynda, and Steve share their best advice for running a fully remote accounting firm.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
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If you want to follow along with Steve’s airstream adventures, as we...
2023-09-2838 min
Accountants Law PodHow to Sell Without Selling with Theophan McKenzieWe can all agree that the idea of selling ourselves and our services can feel uncomfortable... but it doesn't have to!
We sat down with Theophan McKenzie, Executive Sales Coach and President of Smart Systematic Selling to learn how to sell ourselves without selling.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to...
2023-09-2150 min
Accountants Law PodAccounting Conferences: Bridging the GapSarah, Lynda, and Nicole Lawrence recently traveled to Chicago for the Tri-Merit and The Unique CPA's Bridging the Gap Conference and they came back with rave reviews
The SNL team walks through everything they loved about Bridging the Gap and talk through upcoming conferences.
A huge thank you to Randy Crabtree for creating such a powerful conference!
Special shoutouts to Sean Duncan, John Garrett, and Dawn Brolin!
Get your copy of "What's Your And?" by John Garrett here
Nicole Lawrence, Account Manager at The Proper Trust, has over 20 years...
2023-09-1447 min
Accountants Law PodTrailblazing a Cakewalk with Susan TuckerJust see how it goes!
Susan Tucker is an attorney and CPA from Kansas who often takes her work on the road with her airstream. From being one of only two women in her accounting program at school, to translating legal documents into computer programs and early day databases, Susan is truly a trailblazer who has been ahead of her time throughout her incredible career.
Susan Tucker and Steve Libhart were brought together by their love of Airstreams and it was a match made in heaven for us all! The team found their conversation with...
2023-09-0756 min
Accountants Law PodKPIs for Law FirmsWhat are KPIs and why are they important for a law firm?
The team walks us through the importance of these valuable tools in today's episode.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
2023-08-3142 min
Accountants Law PodDeveloping Professional Confidence with Misty MegiaLynda and Sarah have been working with Misty Megia, CEO and Creative Director of Theatre of Public Speaking, to grow their skills as presenters and public speakers and have found that working with Misty has also grown their professional confidence as business owners.
In today's episode, Misty walks us through how to present our most confident and professional selves.
Through her work, Misty shows individuals and teams step by step skills to present to any size audience from the boardroom to the keynote stage. Misty has been honored with various awards including, after three short...
2023-08-2454 min
Accountants Law PodHow To Balance a Trust AccountHow do you balance a trust account, and how can they get out of balance in the first place?
As Steve says in today's episode: "Trust transactions become marketing tools." The team walks you through how to become a trust account hero!
Be sure to subscribe for more episodes!
Find us on YouTube!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the...
2023-08-1740 min
Accountants Law PodHealth and Wellness with Paris Heinen - Part 2Welcome to part two of our conversation with health and wellness coach, Paris Heinen!
In this episode, the team takes a deeper dive into the little changes you can make that will improve your overall health and get you away from your desk and computer for a minute.
Paris has been a health and wellness coach for over 20 years. She is now a certified master life coach and own Always On Your Side Coaching, where her coaching philosophy is "Everyone is capable of a healthy lifestyle." Paris' first book The Power of 13 comes out in...
2023-08-1033 min
Accountants Law PodHealth and Wellness with Paris Heinen - Part 1If you're like us, you spend a lot of time sitting at your desk.
This can take a toll on our bodies and minds, so we met with Paris Heinen, owner of Always On Your Side Coaching to talk about health and wellness.
Paris has been a health and wellness coach for over 20 years. She is now a certified master life coach and own Always On Your Side Coaching, where her coaching philosophy is "Everyone is capable of a healthy lifestyle." Paris' first book The Power of 13 comes out in August.
To learn...
2023-08-0324 min
Accountants Law PodWorking with AttorneysFor accountants and bookkeepers who work in the legal field, working with attorneys is the name of the game!
But what is it really like working with attorneys?
In today's episode, the team shares what makes legal accounting so unique, why they love working with attorneys, and what challenges you might face.
Be sure to subscribe for more episodes! Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.a...
2023-07-2732 min
Accountants Law PodFTC Compliance with Chris Farrell - Part 2This week we continue our conversation with Chris Farrell from Liscio about the new FTC Safeguard rules.
Liscio is an excellent portal for keeping your files and client work safe and secure, we can't recommend it enough!
Visit Liscio to learn more!
Be sure to subscribe for more episodes and follow us on YouTube!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in...
2023-07-2020 min
Accountants Law PodFTC Compliance with Chris Farrell - Part 1We are joined by Chris Farrell from Liscio in this two-part episode to talk about some very important information for accountants - the new FTC Safeguard rules.
How are you sharing information with your clients, and how can that process be improved and made more secure?
Learn more about Liscio at https://www.liscio.me
Be sure to subscribe for more episodes and follow us on YouTube!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our...
2023-07-1320 min
Accountants Law PodWorking with Legal AdministratorsAs a bookkeeper or accountant, how do you interact and work with the legal admins at your client's law firm?
A law firm's legal admin is your gateway to the law firm and they can be your best friend on your journey with your client. Steve, Sarah, and Lynda discuss how collaboration with legal admins can be your greatest asset.
Learn more about the Association of Legal Administrators at alanet.org
Be sure to subscribe to our YouTube Channel!
If you have questions, topic requests, or guest suggestions you can email...
2023-07-0626 min
Accountants Law PodThree-Way Reconciliation - What Is It?Who knew three-way reconciliations could be such a lively topic?
The team walks us through what a three-way reconciliation is, and why they are so important for legal accounting.
Be sure to subscribe to our YouTube channel!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want...
2023-06-2938 min
Accountants Law PodAccounting Conferences: Scaling New HeightsNext week Sarah and Lynda will be at Scaling New Heights in St. Louis and they hope to see you there!
The team takes the opportunity to talk about accounting conferences and why you should look into attending Scaling New Heights in the future.
If you're going to be at Scaling New Heights next week, be sure to check out Sarah's presentation "Handling Client Pushback" on Tuesday, June 27.
Subscribe to our YouTube channel as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod...
2023-06-2229 min
Accountants Law PodAccounts Receivable with CollBoxAccountants Law Pod welcomes special guests Matt Darner and Cameron Desautels, Co-Founders of CollBox, to discuss accounts receivable with attorneys.
From chasing invoices and struggling to get paid for your work, following up with unpaid clients, and expanding your business with collaboration and assistance, this episode is valuable for all financial professionals and lawyers who listen.
If you're tired of chasing past due invoices, let CollBox handle it. The team goes into depth about their recent changes and how they can handle all of your A/R needs!
And be sure to say...
2023-06-1547 min
Accountants Law PodWhy Did You Start Your Business?Lynda, Sarah, and Steve share their personal stories about how and why they started their own accounting businesses.
Whether you are an accountant or not, if you are thinking of starting your own business, this is a perfect episode for you!
Sarah mentions Seth David as a huge influence on her career - Find Seth's resources at NerdEnterprises.com
Be sure to subscribe to the Accountants Law Pod YouTube Channel!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a...
2023-06-0833 min
Accountants Law PodIntroducing Accountants Law Pod!What's our name again?!
Welcome to Accountant's Law Pad... Wait, we mean Accountants Law Pod!
A podcast for legal accountants and financial professionals who want to stay up-to-date on the latest trends, best practices, and entrepreneurship in accounting and finance for law firms.
Meet your hosts Lynda Artesani, Sarah Prevost, and Steve Libhart as they introduce themselves and explain their hopes and goals for this podcast!
Be sure to subscribe to the Accountants Law Pod YouTube Channel!
If you have questions, topic requests, or guest suggestions you can email...
2023-06-0103 min