It’s Mid-Year: Where Is Your Business?

It's our three-year anniversary and we're kicking off Season 4! In this episode, Lynda, Sarah, and Steve celebrate the milestone and dive into one of the most important things every law firm and accounting practice should be doing right now: the mid-year business review. From checking payroll and 1099s to evaluating your tech stack, forecasting cash flow, and setting financial priorities for the second half of the year, this conversation is packed with practical, timely advice. Plus the team gets into AI, the new QuickBooks interface, and why the human touch still matters more than ever. 00:00 Podcast Anniversary Shoutout 00:35 Meet the Producer Teaira 01:22 Season Four Milestones 03:06 Midyear Review Kickoff 03:42 Client Check-Ins and Cleanup 05:38 Payroll and Tax Estimates 06:15 Software Costs and Tool Audit 07:47 AI Hype and Human Touch 11:28 AI Pitfalls and Verification 17:40 Planning Priorities and Vision 20:07 Hiring Interns and Apprentices 21:10 Cash Flow and Economic Risks 22:46 AR Review and Key Takeaways 23:42 Subscribe and Community Links 🔔 Subscribe for weekly episodes covering law firm bookkeeping, legal tech, and accounting practice tips. 📩 Have a question or topic idea? Email us at [email protected] 🧑‍💼 Join the Accountants Law Lab Mastermind: accountantslawlab.com 🌐 Visit us at accountantslawpod.com 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.