ARTESANI ACCOUNTING
Blog
One of the things I love about collaborating with other accountants and bookkeepers is learning new trade tricks.
The last few weeks have been narrowly focused on how to clean up your client...
What processes are best for the year-end cleanup of your books? We already reviewed using the books review feature in QuickBooks, which is a great start. This is a task I...
With so much going on for every client, it can be hard to stay on top of everything. In the past, I had a strict process that I developed to close out client files monthly. Now, we have a...
Considering that you've chosen to add LeanLaw as your attorney billing software, undoubtedly the main reason is because of the billing. You want a professional-looking invoice to send out to...
As you dive into the software, you will get excited about the powerful one, two punch of LeanLaw and QuickBooks Online Advanced. QuickBooks is such a generalized accounting...
One of the ways you can measure the numbers that tell the story of your law firm's success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in...
When I think of balance, I always think of my yoga practice. When you work with attorneys and live in a world of compliance, you know that balancing one or two or even three trust accounts is no...
How we use Advisory Services with our Law Firm Clients
As mentioned in the earlier posts, I am winding down the road of the courses I will be teaching or co-teaching at the Scaling New...
Client Experience 2.0 is a term coined by Liscio, my favorite app in my work stack. Liscio is the software I use to manage client communication and client document storage....
