Categories

All Categories #workflow 1099 1099’s 17hats 2021 3 way bank reconciliation 8 tips for attorneys abacus migration accountants law lab accounting accounting software accounting terminologies accounts receivable accrual basis admin tasks advanced client costs advanced techniques advisory advisory services analysis analyze law firm books attorney attorney 1099 attorney accounting attorney billing attorney billing type attorney bookkeeping attorney books attorney fees attorney hours attorney marketing attorney metrics attorney payroll attorney reports attorney staff development attorney technology attorney-client costs attorneys attorneys bookkeeping quickbooks online automation balance balance sheet bank feeds best practices best tips billable hours billable time billable time billable hour billing bookkeeper bookkeepers bookkeeping bookkeeping for lawyers bookkeeping nuances breakeven budget budgeting burnout business efficiency business expenses casepeer cash basis cash flow cash flow statement cfo cfo services chart of accounts chart of accounts for law firms class coding cleaning up your books cleanup client client communication client costs client costs advanced client fees client funds client retention client satisfaction client satisfaction score client trust clients clients in crisis clio clio accounting clio manage close a file closing the books cloud accountants cloud accounting cloud software cloud technology cloud-based collaboration collbox collections comingling community learning comparison reports compensation compensation reporting compliance cost optimization credit card payments credits criminal law customer payments cyber security data data conversion data migration data migrations deadlines debits delegate difficult direct costs distribution divvy document managment eat what you kill ebook email employees end of the year engagement letter entity type equity account estate planning attorney estimated tax payments evergreen retainer palmer subscription billing expenses family law family law attorney file review financial fraud prevention financial management for lawyers financial performance financial planning financial reports financial statements financial statements/distributions financial strategy financially compliant financials firm first attorney client first law client fixed fee billing for lawyers fixed fees forecasting fraud detection future ready future-ready general tips goals hanging items hard cost hard costs hierarchy hire hiring hourly billing hourly rate hybrid method i also immigration law immigration law firm import customers import employees import vendors income increased revenue indirect costs integration iolta iolta bookkeeper iolta/trust accounts irs guideline journal entries journeys kpi kpi law firms kpi's kpis laufer laufer bookkeeping law firm law firm accounting law firm bookkeeping law firm books law firm budgets law firm expenses law firm finances law firm financial analysis law firm growth law firm kpi law firm legal trend report law firm management law firm overhead law firm payments law firm practice management law firm revenue law firm security law firms lawyer lawyer accounting lawyer bookkeeping lawyer books lawyer invoicing lawyer marketing lawyers lawyers books lean law leanlaw learn learn law firm bookkeeping ledes ledes billing legal legal accountant legal accounting legal apps legal bank account legal billing legal bookkeeper legal bookkeeping legal fees legal industry tips legal metrics legal operations legal research legal software legal spending legal tech legal tech software legal tech solutions legal technology legal time and billing software legal trends letting go liability accounts liscio long-term goals. law firm lucid chart marketing marketing to attorneys mastermind group merchant providers messy books metric metrics mid-market migration mission statement modern law firm month and review monthly service move data net promoter score new law firm new lawyer niche no status office space optimization open balances originator other outside bookkeeper overhead overhead costs overwhelmed overworked partner bonus partners payments payroll pc law conversion personal expenses personal injury lawyer pi firm pllc practice area practice management software pricing productivity profit and loss profitability profitable law firm projections qbcl qbo quickbooks quickbooks online advanced quickbooks desktop conversion quickbooks online quickbooks online advanced rainmaker ransomware reach reporting realization rate realization rates reconcile reconciliation relay financial reporting retained earnings retainers revenue s-corp sage conversion settings shortcodes small law firm smart growth snh2020 snippets soft costs soft course software software integration software review software solutions solo practice specialists spreadsheets staff attorney staff development staff turnover staffing start up starting tabs 3 conversion tax liability tax my location taxes technology three-way bank reconciliation time and billing time management time saving time savings top accounting tips tracking costs tracking metric tracking metrics truly financial trust account trust accounting trust bank accounts trust ledger trust payments trust retainer trust transactions unapplied cash bill payment expense unapplied cash payment income unbalanced unclear checks uncleared deposits universe user permissions utilitzation rate utilization rate variable costs vision warfarin warriors work in process work processes workflow write-downs year end year-end cleanup