Dear Attorney, Your Bookkeeper Deserves A Vacation (Everything is Going To Be Fine)

Lynda is back after a trip to California that ended with a broken shoulder and a great story, and the team is diving into two topics that the community has been asking about. First up: Dear Attorney, Your Bookkeeper Deserves a Vacation. Lynda, Sarah, and Steve talk about why every bookkeeper needs time off, how to set up coverage so nothing falls through the cracks, and why they actually added vacation language to their engagement letters. Then the team tackles a listener question from their legal software showdown episode: what about Caret Legal, TimeSolv, and Rocket Matter? The hosts share their honest takes on all-in-one versus integrated systems, the real cost of a data migration gone wrong, and why support quality matters more than any feature list when you are locked into a platform. 01:37 Why Bookkeepers Need Breaks 05:45 Coverage Plans and SOPs 08:18 Setting Client Expectations 11:42 Legal Software Question 15:35 All in One vs Integrations 18:55 Support and Switching Costs Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice. The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.