ARTESANI ACCOUNTING

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4 Ways to Keep a Law Firm in Top Shape

I wanted to share my four best tips for keeping your law firm in tiptop shape. Clients often reach out to us and share stories of how their books have become unruly and messy.

Tip #1: Trust Account...

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The Challenges of Trust Accounting for Lawyers

 

Many lawyers have found that trust accounting is one of the most challenging areas of their practice. Often, trust accounting can be seen as complex for several reasons. Managing your trust...

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Clio and Bank Feed Matching

 

With training our new staff, we find a lot of times, there’s some confusion around the transactions in Clio that are pushed into QuickBooks and then matched at the bank level.

See the...

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Importing your Open Trust Client Liability Accounts into QuickBooks

Continuing with my series on QuickBooks Online for attorneys last week we jumped into starting a brand new file and adding a law-specific chart of accounts. This week it's all about importing a...

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Legal Software: LeanLaw Settings Part 2

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...

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Law Firm Trust Accounting Pitfalls

An IOLTA/Trust account is an account that lawyers use to hold client's up front deposits, which are more commonly know in the industry as retainers, until the money is earned. It is at that time...

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Why is my Trust Account Not Balanced?

As you dig deeper into trust accounting, this is the age-old question. Why is my trust accounting not balanced?

We see this all the time with clients. They’ll tell us that their trust...

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Is Trust Accounting Hard?

If you just landed your first attorney-client, you may be struggling with some of the terminologies:  IOLTA, what the heck is that? Trust Accounting, is that an IOLTA?  And what are the...

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Indirect or Soft Costs

 

A couple of weeks ago, I wrote an article that was all about Direct/Hard costs when working with attorney clients. This week we are going to dive into what Indirect/Soft costs are....

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