Accountants Law Pod™

Teaira is still on her honeymoon, so we're revisiting a fan favorite! Hosts Linda Artesani, Sarah Prevost, and Steven Libhart break down the accounting concepts that confuse even the most experienced attorneys, and explain why getting them right matters so much. In this episode: Trust accounts vs. IOLTA vs. operating accounts, and why keeping them separate protects you Why reconciling monthly (or even weekly) beats waiting for quarterly deadlines What commingling actually looks like in practice, and how easily it happens by accident Why "just open a new bank account" is never the fix for a messed-up trust account Why an overly detailed chart of accounts creates more headaches than it solves When to bring a legal accounting professional onto your team (hint: earlier than you think) The ongoing debate over passing credit card fees on to clients Whether you're an attorney trying to make sense of your firm's books or a bookkeeper building your legal accounting niche, this episode is full of real talk and practical clarity. 01:43 Trust Accounts Basics 02:52 Reconciliation Habits 05:09 Commingling Pitfalls 06:40 Hire Accounting Help Early 08:34 Chart of Accounts Mistakes 10:48 Profit vs Cash Confusion 13:00 Legal Accounting Community 14:11 Bad Trust Accounting Advice 14:52 Untangling Years of Errors 15:36 Why New Accounts Fail 17:33 Compliance Risks and Squirrels 17:57 Owner Oversight and Workflows 19:45 Billing Systems and Cleanup Projects 20:34 Credit Card Fees Debate 22:24 Client Experience and Responsiveness 25:17 Testing Fee Models and Cashflow 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.

Teaira is away on her honeymoon, so we're revisiting one of our favorite conversations! Hosts Linda Artesani, Sarah Prevost, and Steven Libhart dig into the essential bookkeeping and accounting strategies every small law firm needs, from day one through eventual exit. In this episode, we cover: Why spreadsheets don't cut it long-term, and how to know when it's time to invest in real software The must-have pieces for a solid bookkeeping foundation: contracts, SOPs, and scope creep tracking Billing strategies for law firms, from hourly vs. fixed fee to getting paid faster Why exit strategy planning matters, even when you're just starting out The value of finding your niche within a niche in legal accounting Why understanding your financial statements (not just handing them off) is key to running a healthy practice Whether you're a solo bookkeeper serving law firms or an attorney trying to get your financial house in order, this episode is packed with practical, real-world advice. 00:52 Exit Strategy Reality Check 02:40 Growth Spurts and Hiring 03:34 Ditch the Spreadsheet 04:29 Core Software Stack 06:39 Trust Accounting Risks 07:34 Contracts SOPs and Budgeting 11:03 Billing and Getting Paid 13:42 Know Your Reports and KPIs 14:25 Client Communication Touchpoints 16:04 Niche Down for Expertise 19:23 Workflow Fixes and Automation Story 20:48 Modernize for Mergers and Scale 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.

This episode comes to you live from XeroCon 2026 in Denver, recorded inside a vintage Airstream turned podcast studio! Lynda, Sarah, Steve, and producer Teaira dish on why Xero has become such a viable platform for law firms, from its accountant-friendly pricing and reporting tools to its seamless Clio integration and app ecosystem. They talk through the differences between Xero and QuickBooks for legal bookkeeping, touch on 1099 filing, and share some fun behind-the-scenes updates on the podcast's growth (20,000+ downloads and counting), the Accountants Law Lab, and a sneak peek at a new resource in the works for law firm owners. A lighter, on-the-road episode packed with real insight into why more legal accountants are giving Xero a serious look. 00:00 Airstream Cold Open  00:32 Welcome to XeroCon 00:58 Denver Adventures 01:34 Day One Floor Vibes 01:56 Why Xero for Law Firms 03:19 Pricing and Product Trust 05:22 Performance and Search Wins 08:38 Bank Feeds and Automation 09:52 Convention Floor and Brand 11:07 Integrations and App Ecosystem 12:01 Xero Mobile App Talk 12:23 Producer Teaira Spotlight 12:32 Tia Runs the Show 12:57 Roles Expanding Fast 13:36 Milestones and Momentum 13:57 Airstream Reunion Stories 14:21 Team Across Time Zones 14:44 Self Funded and Sponsorship Dreams 15:15 Danielle Upgrades Everything 15:45 Law Lab Resources Explosion 17:31 AI Chatbot and New Community 19:44 Conference Goals and Wrap Up 21:39 Post Recording Airstream Talk 22:01 ClioCon Scheduling Curveball 🔔 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, and edited by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay 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.

Shahram Zarshenas from Financial Cents joins Lynda, Sarah, and Steven for a deep dive into what's new in practice management software, and how AI is reshaping the way accounting and bookkeeping firms operate. They cover major product updates like automated file renaming, month end close automation, document tagging, and the upcoming profit and loss and cash flow reporting features. The conversation also explores Xero's growing presence in the market, why QuickBooks is losing favor with some firms, and how AI is shifting practice management from a system of record to a system of action. Plus, a candid look at how firm owners are already using AI tools like Claude in their own workflows. A must listen for any accounting or bookkeeping professional trying to figure out where AI fits into their practice. 00:55 Meet Shahram from Financial Cents 01:33 Awards Culture And Support 02:49 Why Financial Cents Works 05:10 AI Supercharging Development 06:31 Document Tags Time Saver 08:30 Client Portal View Mode 09:34 Month End Close Reports 10:54 WorkflowCon Highlights 14:15 Xero Integration Outlook 20:05 Ledger Ecosystems And AI Tools 22:50 Financial Reports Preview 23:38 P&L Collaboration Notes 25:08 AI Powered File Renaming 26:37 Effortless AI For Firms 28:38 Validate Rename Route Files 31:34 Creative AI Use Cases 37:32 Smart Intake Roadmap 39:33 System Of Action Future 43:19 Hiring Creativity With AI 🔔 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, and edited by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay 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.

Zelle is fast, convenient, and wildly popular. It is also one of the most dangerous payment platforms an attorney can use for client transactions. In this episode Steve Libhart and Sarah Prevost break down exactly why peer-to-peer payment platforms like Zelle create serious compliance exposure for law firms, from the commingling of funds when payments land in the wrong account, to the complete absence of dispute resolution when something goes wrong. They share real personal experiences with P2P payment scams, walk through the scenarios where Zelle becomes a compliance nightmare, and explain why so many state bars are actively warning attorneys away from it. A short but important episode for every attorney and legal bookkeeper who has ever seen Zelle appear on a client invoice. 00:51 Why Zelle Is Risky 02:40 Trust Account Pitfalls 04:50 No Disputes and Hacks 09:18 Compliance and Audit Trouble 11:22 Why Firms Still Use It 14:15 Client Expectations and Agreements 20:49 Scams and Real World Fraud 🔔 Subscribe for weekly episodes covering law firm bookkeeping, legal compliance, 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 Has your firm ever had a client try to pay via Zelle? Drop it in the comments. 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.

Holding the weight of someone else's compliance is one of the heaviest parts of legal bookkeeping, and in this episode Lynda Artesani, Sarah Prevost, and Steven Libhart get real about what that actually looks like in practice. From attorneys who earned their fees but were too afraid to move the money, to the moment you realize a client is using trust funds as a cushion, to Steve's own experience having to take action against someone he genuinely liked and respected, this is the honest conversation about trust accounting compliance that nobody else is having. The team covers how to say no with care, when to walk away, what to do when you spot something that looks wrong, and why having another set of eyes on the trust account is not optional. One of their most personal and important episodes yet. 01:10 Carrying Compliance Weight 01:44 When Advice Gets Ignored 02:19 Fear of Moving Earned Funds 04:24 Trust Accounting Mindset 07:04 Settlement Timing and Fraud 08:11 Education and Audit Readiness 10:30 Records and Validation Systems 14:35 State Rules and Timing Nuances 16:26 The Penny Problem 18:00 Spotting Misuse and Disengaging 19:46 Fixing Mistakes and Adding Oversight 20:49 Wins That Help Attorneys Sleep 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.

Should you connect Clio to QuickBooks or keep them separate? Lynda Artesani, Sarah Prevost, and Steven Libhart settle the debate once and for all. In this episode the team shares real stories from files gone wrong, walks through the most common integration mistakes and how to avoid them, and makes a passionate case for why connecting the two systems is almost always the right move. From duplicate entries and one-way sync quirks to audit logs, undeposited funds, and the right way to set it all up before you flip the switch, this is the practical, no-fluff guide to the Clio and QuickBooks integration every legal bookkeeper needs to hear. 02:09 Why Integrate Clio 02:34 Integration Risks Setup 03:14 Revenue and AR Benefits 05:16 Audit Trail and Locks 07:10 Duplicates One Way Sync 09:25 Trust Clearing Account 11:48 Partial Integration Controls 13:22 Pro Tips Mapping Limits 14:50 Advanced Use Cases 18:25 Switching and Setup Checklist 20:47 Underutilized Software Mindset 🔔 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 Are you connected or disconnected? Drop a comment and tell us why! 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.

Building a law firm's chart of accounts by leaving QuickBooks or Xero on default settings almost never works, and it usually creates a mess someone else has to clean up later. In this episode, Lynda Artesani, Sarah Prevost, and Steven Libhart break down why the default chart of accounts (built for contractors, not law firms) falls short, and what a proper setup actually looks like. They cover separating operating accounts from IOLTA/trust accounts, common naming mistakes that confuse tax preparers, the $2,500 fixed asset rule and why it trips people up, handling attorney compensation versus distributions, avoiding accounts that expose employee names, and why housekeeping your chart of accounts once a year (hint: now is a great time) keeps your books usable instead of unmanageable. If you've ever looked at a law firm's profit and loss and had no idea where to look, this conversation is for you. 01:20 Why Default COA Fails 02:03 Separate IOLTA and Operating 03:56 Align Books With Tax Return 05:48 Common DIY COA Mistakes 06:59 Estimated Taxes and Equity 07:40 Fixed Assets and Thresholds 10:34 Marketing Buckets and KPIs 14:00 Cost of Sales and Client Costs 16:05 Housekeeping and Subaccounts 18:34 Payroll and Bank Feed Pitfalls 22:47 When to Stop DIY Have a question or topic you want covered on a future episode? Email [email protected] or reach out through accountantslawpod.com. Join the Accountants Law Lab Mastermind at accountantslawlab.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. 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.

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.

Advisory services are no longer optional for accountants and bookkeepers. They are the future of the profession. In this episode, Sarah Prevost and Steven Libhart dig into what it really means to be a trusted financial partner to your law firm clients in the age of AI. From beverage machines that diagnose themselves to bank transitions handled with a single phone call to a senior vice president, the conversation covers what AI can and cannot do, why human relationships and institutional knowledge are irreplaceable, and how bookkeepers and accountants can step confidently into the advisory role without being overwhelmed. Practical, honest, and genuinely fun, this one is for every accountant who has ever wondered what being a trusted advisor actually looks like in practice. 05:17 Advisory Services 101 06:55 Follow Up and Add Value 08:26 Apps and Adoption Pitfalls 11:34 KPIs Need Human Coaching 15:13 Be Included in Decisions 17:12 Bank Switch Success Story 20:53 Guiding Firm Transitions 25:22 Tool Risks and Confidentiality 28:32 Practical Steps for Advisors 🔔 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 What does being a trusted advisor look like in your practice? Drop it in the comments! 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.

If you hate numbers, this episode is exactly for you. Sarah Prevost and Steven Libhart make the case that the attorneys and firm owners who avoid their financial reports are the ones who end up in the biggest messes, and that understanding your numbers does not require loving them. The conversation covers KPIs, AI as a financial tool and its very real limitations, partner compensation planning, labor costs, and why your firm administrator is probably making you more money than you realize. 00:31 Why Numbers Matter 01:45 Entrepreneur Mindset Shift 02:28 AI Needs Context 05:14 Garbage In Garbage Out 07:39 KPI Case Study 10:04 Finding the Real Issues 12:55 Hidden Admin Money Leaks 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.

Evergreen retainers are one of the most powerful tools a law firm can use to protect cash flow and reduce accounts receivable headaches — but only when they are set up and monitored correctly. In this episode, Sarah Prevost and Steven Libhart break down exactly what evergreen retainers are, how they work, and the nuances that attorneys, bookkeepers, and accountants need to understand before putting them in place. From engagement letter requirements and bar rules to dispute management, milestone billing, and the tickler system trick. If you work with law firm clients or are an attorney managing your own billing, this one is worth a listen. 00:39 Episode Topic Evergreen Retainers 01:30 Why Evergreens Help Cashflow 04:00 Definition and Simple Example 06:07 Tracking and Tickler Systems 06:49 Client Communication and Budgets 08:46 Disputes and Reconciliation Risks 11:11 Complex Cases and Outside Costs 13:44 Tools Payments and Transparency 15:31 Wrap Up and Call to Action 🔔 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.

Why do law firms still rely on side spreadsheets? In this episode, Lynda Artesani, Sarah Prevost, and Steven Libhart dig into the real reasons attorneys lean on manual spreadsheets for trust accounting, compensation tracking, and client costs, and what can go wrong when those spreadsheets are riddled with broken formulas, missing data, and no audit trail. The team also gets into data migrations gone wrong, the power of Google Sheets over Excel, MyFirmData as a reporting game-changer, and why asking the right questions at onboarding can save you weeks of cleanup work. 00:52 Why Spreadsheets Persist 02:15 Common Spreadsheet Uses 04:06 Empathy and Client Habits 09:44 Audit Trails and Google Sheets 12:40 When Spreadsheets Help 13:42 Parsing Costs and MyFirmData 17:06 Setup Data and Migration Risks 22:35 Banks Security and Vulnerabilities 25:37 Grid Paper Throwback 26:36 AI Restaurant Story 🔔 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 Have a spreadsheet story of your own? Drop it in the comments. We would love to hear it. 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.

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.

Sarah is back, and she has a story to tell! Fresh off an unexpected keynote at the Kudo Digital Accounting Conference in Kosovo, Sarah shares what it was like to present to a sold-out crowd on working with US-based accounting firms, complete with surprise keynote status, a massive curved screen, live translators, and an audience that was fully present and phone-free. Lynda and Steve dig into the cultural differences, the energy of a young and engaged crowd, and why going global is more relevant than ever for accounting professionals. A fun, candid episode you won't want to miss. 00:24 Sarah Returns and Kosovo Trip 00:52 Keynote Surprise and Tech Hiccups 02:37 Conference Highlights and Leaders 04:00 Cultural Differences and Translation 05:31 Audience Reactions and Etiquette 08:01 Sold Out Crowd and Media Coverage 09:53 Travel Notes and Local Impressions 10:46 Next Year Plans and Sign Off 🔔 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 D Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Here are the updated versions without em dashes: Spotify Description Trust accounting is one of the most compliance-heavy areas in legal bookkeeping, and post-tax season is exactly the right time to audit where things stand. In this episode, Lynda and Steve dig into the common traps law firms fall into with their IOLTA and trust accounts: timing issues with Clio Pay and e-checks, commingling funds (intentional or not), the danger of moving money before it clears, and why switching bank accounts doesn't fix underlying reconciliation problems. They cover the three-way reconciliation that every firm should be doing (bank, billing software, accounting system), how to structure your chart of accounts with proper sub-accounts and a trust suspense account, and what to expect and do if the bar's attorney regulation counsel comes knocking for an audit. Whether you're new to legal accounting or doing a post-tax-season cleanup, this episode is packed with practical guidance on protecting both your clients and your license. Topics covered: IOLTA trust accounting, Clio Pay timing, three-way reconciliation, chart of accounts setup, QuickBooks Online, bar compliance, trust audits, personal injury disbursements, and more. 00:53 Trust Accounting Reset 01:28 Tax Return Reporting 02:27 One File vs Two 03:46 Bar Rules First 05:15 Clio Pay Timing Risks 07:31 PI Checks and Disbursements 11:21 Client Loans and Compliance 13:14 Choosing Legal Software 15:20 Clio vs LeanLaw Workflows 16:09 Spotting Date Errors 16:35 Retainers and Payments 17:30 Three Way Reconciliation 17:59 Account Bucketing Setup 19:06 QuickBooks Lock Feature 20:41 Trust Suspense Accounts 21:53 Reconciliation Misconceptions 22:59 Avoiding Commingling 24:43 Handling Trust Audits 25:53 Cleanup and Opening Balances 28:06 Outsourced Help and Notes 🌐 Website: accountantslawpod.com 💬 Community: accountantslawlab.com 📩 Contact: [email protected] Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Your paralegal is great at their job. That is exactly why they should not be doing your books. In this episode of Accountants Law Pod, Lynda and Steve make the case for why assigning bookkeeping to your paralegal is one of the costliest mistakes a law firm can make. From trust account disasters and reconciliation nightmares to payroll privacy risks and bar audit exposure, they break down the real consequences of this all-too-common decision and what to do instead. If you are a paralegal currently doing the books, maybe share this one with your boss... 02:20 Why Paralegals Shouldn't Bookkeep 03:15 Real World Bookkeeping Horror 05:22 Reconciliation and Cleanup Risks 08:24 Payroll Privacy Pitfalls 11:30 Software Integrations Gone Wrong 14:26 Segregation of Duties Matters 18:28 Trust Accounting Audit Readiness 21:11 War Stories From Law Firms 24:51 Key Takeaways and Next Steps 🔔 Subscribe for weekly episodes on legal accounting, trust accounting, law firm bookkeeping, and growing a compliant and profitable law practice. 👉 Join the Accountants Law Lab Mastermind: accountantslawlab.com 🌐 Visit us at: accountantslawpod.com 📧 Submit a topic or question: [email protected] 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 future of legal accounting is moving fast and AI is at the center of it. In this episode of Accountants Law Pod, we take an honest and sometimes hilarious look at where AI is actually delivering in legal and accounting workflows, where it is falling short, and what it means for the future of the profession. From trust accounting and docketing to bank feeds, client billing, and the very real risk of skill atrophy, this is a grounded and candid conversation about what is coming and how to stay ahead of it. 🔔 Subscribe for weekly episodes on legal accounting, trust accounting, AI in legal tech, law firm bookkeeping, and growing a legal accounting practice. 👉 Join the Accountants Law Lab Mastermind: accountantslawlab.com 🌐 Visit us at: accountantslawpod.com 📧 Submit a topic or question: [email protected] 01:02 AI Takes Center Stage 02:06 Tesla AI Reality Check 03:18 Automation Myths and Trust Recs 04:35 Prompting and App Ecosystems 06:03 QuickBooks AI Skepticism 07:18 Reconciliation Limits and Nuance 09:04 Banks Security and Shifting 10:13 AI in Attorney Billing 12:58 Tool Skills and Hiring Future 15:37 Advisors to Validators 16:18 Multi Business Valuation 17:11 Real Time Accounting 17:31 Legal Data Complexity 18:49 Compliance and Cyber Risk 20:05 Keeping Human Skills 21:40 AI for Firm Operations 23:12 Meeting Analysis Insights 24:42 Curiosity and Marketing 26:20 Frontier With Foundations 28:37 Industry and Banking Shifts 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.

Whether you are an attorney managing your own books or a bookkeeper supporting law firms, the same costly mistakes show up again and again. In this episode of Accountants Law Pod, we break down the most common legal accounting errors they encounter, from unbalanced trust accounts and uncollected AR to bonus checks that bypass payroll and chart of accounts setups that create more problems than they solve. If you want to protect your firm, your license, and your bottom line, this one is worth your full attention. 00:46 Common Trust Accounting Errors 01:39 Reconciling Trust Accounts 02:05 Tracking Trust by Client 03:07 Spreadsheets vs Real Ledgers 04:03 Choosing Legal Billing Software 06:58 Advanced Client Costs Basics 08:12 Hybrid Methods and IRS Rules 10:26 Workflows and Timekeeping 12:36 Year End Chaos and Tax Pain 13:48 Undeposited Funds Chaos 14:34 Benefits That Don’t Fit 15:25 AR Piling Up 17:01 Weekly Reporting Rhythm 18:17 Trust Compliance Reality 22:49 Chart of Accounts Clarity 23:51 Bonus Checks Payroll Trap 25:06 Docketing and Fee Risks Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

If you’ve ever heard of LEDES billing and thought, “How hard can it be?”… this episode might just save you from a full-blown billing meltdown. In this episode of Accountants Law Pod, we dive into the surprisingly complex (and often frustrating) world of legal electronic billing. From rejected invoices over a single misplaced comma to navigating strict code sets, budgets, and insurance requirements - LEDES billing is truly its own beast. We break down: What LEDES billing actually is (and why it exists) Why it’s more common in larger firms and insurance work The hidden layers: budgets, approvals, and negotiations Common mistakes that can get your invoices rejected The reality of managing receivables, appeals, and follow-ups Why strong workflows (and patience) are non-negotiable How AI tools are helping, and where they’re still falling short Whether you’re a bookkeeper, legal accountant, or firm owner, this episode gives you a real-world look at what it takes to handle LEDES billing and whether it’s a service you actually want to offer. Because in this line of work… precision isn’t optional. 03:16 What Is LEDES Billing 04:31 Codes Formats Rejections 06:05 Budgets Approvals Write Downs 08:59 Workflow Teams Micro Niche 12:13 Code Sets And Support 13:41 Tools Hubdoc Vs QuickBooks 17:46 Pricing Client Intake Tips Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

What happens when your bookkeeper or accountant quits without notice? In this episode of Accountants Law Pod, Linda, Sarah, and Steve dig into one of the most stressful situations a law firm can face: losing the person who manages the books, trust account, payroll, billing, and financial workflows with no transition plan in place. They discuss the immediate risks to law firms, including trust account exposure, payroll disruptions, lost access to software and banking systems, broken workflows, and the danger of not having proper SOPs, offboarding processes, or oversight in place. They also explore why this role is far more valuable than many firms realize, why legal accounting should be treated as a strategic relationship rather than a low-cost transaction, and how law firm owners can protect themselves before a crisis happens. If you are an attorney, law firm owner, legal bookkeeper, or legal accountant, this episode is a powerful reminder to build systems before you need them. 01:17 Why They Quit 03:10 Immediate Access Lockdown 04:54 First Financial Triage 05:32 Fraud Warning Story 08:19 Controls And Transparency 10:53 Offboarding And Benefits 11:30 Get Outside Help Fast 11:56 Check Your Admin Ownership 12:22 Process Audit And Next Steps 13:08 Lock Down Bank Access 13:58 Stabilize Billing Cash Flow 14:39 Outsourcing Mindset Shift 15:50 Reconstruct After Sudden Exit 16:28 SOPs Data Security Risks 18:39 Regain Records Start Fresh 19:31 Backup Plans Extra Eyes 22:04 Owner Communication Lines 23:26 Value Over Cheap Tools Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Client Ledger Cleanup Hacks for Law Firms: Fixing Messy Books, Trust Issues, and IOLTA Risks Cleaning up messy law firm books can feel like solving a puzzle with missing pieces - but there’s a method to the madness. In this episode of Accountants Law Pod, we break down practical, real-world strategies for tackling client ledger cleanup in law firms. We walk through how to approach even the most chaotic books with clarity. Starting with discovery, setting expectations, and prioritizing high-risk areas like trust accounts and IOLTA compliance. In this episode, you’ll learn: How to approach legal bookkeeping cleanup like a structured puzzle Why discovery and root-cause analysis matter before making changes How to prioritize trust/IOLTA cleanup and reduce compliance risk What to do with stale balances like payroll liabilities, shareholder loans, and uncleared checks How to “follow the money” to uncover errors and inconsistencies Tips for handling data migration issues with tools like Clio and bank feeds How to use client subledgers and an “unknown client” bucket to reconcile transactions Why locking periods is critical to prevent duplicate entries When to involve tax professionals for prior-year corrections How to use checklists to scope, price, and execute cleanup projects efficiently Whether you’re a bookkeeper, accountant, or law firm owner, this episode will help you turn messy books into clean, compliant systems without opening Pandora’s box. 00:27 Why ledger cleanup matters 00:47 Closet cleanup to puzzle mindset 02:01 Selling the end picture 03:47 Start with chart of accounts 04:28 Root causes and tough questions 05:17 Trust cleanup and old balances 07:39 Stale items and clearing accounts 08:52 Data migration and rolling back 10:56 Stop the bleeding with monthly reviews 11:47 Missing credit cards and tax impact 12:34 Overpaid Tax Traps 13:37 Bank Feed Reversal Mess 14:50 Client Subledgers Strategy 16:45 Follow The Money 18:09 Undeposited Funds Explosion 20:23 Cleanup Checklists And Quotes 21:30 Set Timelines And Boundaries 22:39 Why Fix It Now 23:26 Second Eyes Not AI Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

With QuickBooks Desktop support ending in 2026 and growing frustration around QuickBooks Online, many law firms are asking the same question: What are the best accounting software alternatives for law firms? In this episode of Accountants Law Pod, we break down the reality of switching accounting systems and what law firms need to know before making a move. From reporting limitations and payroll issues in QuickBooks Online to the growing interest in alternatives like Xero, Clio Accounting, and MyCase, we explore the pros, cons, and risks behind each option. We also dive into how your accounting software impacts far more than bookkeeping—including financial reporting, KPIs, budgeting, compliance, trust accounting, and long-term firm growth. If you're considering moving away from QuickBooks or evaluating legal accounting software, this episode will help you make a more informed decision and avoid costly mistakes. In This Episode, We Cover: • Why QuickBooks Desktop is being phased out (2026) • Common frustrations with QuickBooks Online for law firms • Pros and cons of all-in-one tools like Clio Accounting and MyCase • Why many all-in-one legal tools lack flexibility and scalability • How software choice affects law firm growth and financial visibility • Why Xero is emerging as the strongest QuickBooks alternative • When larger firms may need more advanced accounting systems • The importance of proper chart of accounts by practice area Whether you’re a law firm owner, legal bookkeeper, CPA, or legal accounting professional, this episode will help you navigate your options and choose the right system for your firm’s future. 01:03 QBO Alternatives Setup 01:47 Desktop Sunset Reality 03:13 Clio Accounting Limits 05:15 Xero as Top Pick 07:49 All in One vs Flexibility 09:38 Why People Quit QBO 12:00 Migration Data Headaches 13:56 Timing and Adoption Risks 14:46 Still Like QuickBooks 15:24 Switching From QuickBooks 16:17 User Roles And Privacy 17:43 Hiring And Talent Pool 18:14 Stop Cheap Software Picks 19:21 Receptionist Doing Books 21:27 Entity Growth And COA 23:17 Practice Management ROI 24:41 Starting Firms Right 26:58 All In One Tradeoffs 29:14 Best Long Term Options Be sure to subscribe for more episodes! Find us on Spotify and YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

How will artificial intelligence reshape the courtroom and the legal profession? In this episode, we speak with U.S. Magistrate Judge Maritza Dominguez Braswell (District of Colorado) about the rapidly evolving role of AI in courts and the broader legal industry. Judge Braswell shares insights from launching the Judicial AI Consortium, a national judges-only forum focused on responsible AI adoption in the judiciary, and discusses her AI Brief newsletter, which helps judges and court staff stay informed about emerging AI tools and risks. We explore key issues surrounding AI in legal practice, including AI hallucinations, disclosure challenges, confidentiality concerns, bias risks, and how courts are beginning to address AI-generated content in legal filings. Judge Braswell also introduces her practical “AI sandwich approach," where humans begin and end the legal work while AI supports the middle of the process, helping legal professionals use AI responsibly without compromising ethical standards. The conversation also covers: • AI risks in legal research and court filings • Ethical considerations for attorneys using AI tools • Training needs for lawyers and judges as AI adoption grows • Access-to-justice opportunities created by AI technology • The future of AI inside the courtroom For attorneys, legal professionals, and those working in the legal accounting and law firm ecosystem, this discussion offers an important perspective on how technology is changing the legal landscape and what professionals must understand to stay prepared. Learn more about the Judicial AI Consortium (JAIC) 00:46 Meet Judge Braswell 02:13 Her AI Work and Consortium 04:42 AI Brief Newsletter Audience 05:36 Courtroom AI Guidance 07:46 Disclosure and Hallucinations 10:08 Sandwich Approach Framework 11:54 Human Connection and Access 15:19 Security Risks and Job Shifts 20:57 AI in Court Live Research 23:25 Leveling the Playing Field 26:35 Teaching AI and Critical Thinking 27:59 Critical Thinking Checks 28:17 Legal Design Sprint Skills 28:56 Where to Learn AI 31:56 Personal Practice Ideas 33:17 Workplace Safety Guardrails 36:05 Small Use Cases First 36:39 Beyond Chatbots Tools 37:31 Redacting in NotebookLM 38:25 Peer Sharing and Prototyping 39:49 AI for Judges Consortium 42:28 AI Is Here to Stay 44:35 Limitations and Getting Better 46:10 Creative Family Use Stories Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Small law firms often rely on spreadsheets and patchwork processes to manage their finances, but that approach rarely scales. In this episode of Accountants Law Pod, we discuss the bookkeeping strategies law firms need to support growth, improve cash flow, and prepare for long-term success. The conversation explores why spreadsheets create risk, especially for trust accounting, and why investing early in the right technology stack can transform a firm’s financial operations. We walk through the essential systems every firm should implement, including a general ledger, practice management software, and merchant services that help firms get paid faster. We also share practical advice on chart of accounts setup, financial statements, KPIs, and how outsourced accounting professionals can help law firms build reliable financial workflows. From engagement letters and SOPs to budgeting and managing scope creep, this episode offers a roadmap for both law firms and legal bookkeepers looking to create sustainable, scalable systems. If you want your firm’s finances to support growth, not hold it back, this episode is for you. 01:35 Why Strategy Matters 02:35 Exit Plans and Growth 05:04 Ditch the Spreadsheets 06:05 Core Software Stack 08:21 Trust Accounting Risks 09:00 Steve’s Setup Checklist 11:26 Planning Your Work Year 12:28 Engagement Letters Matter 12:50 Outsource Accounting Help 13:02 Billing Models and Cash Flow 13:43 Get Paid Faster Systems 14:04 KPIs and Realization Rates 14:29 Software Setup Growing Pains 15:11 Track Practice Profitability 15:48 Financial Statements Basics 16:29 Client Education Touchpoints 18:18 Niche Down in Legal 19:24 Value Beyond Data Entry 21:51 Fixing Broken Workflows 23:17 Modernize for Growth Mergers 24:52 Choosing Clients and Rates 26:24 Goals Personal and Business Subscribe for more conversations on legal accounting, bookkeeping for law firms, and trust accounting compliance. Find us on Spotify and Google Podcasts as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com To join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

We dive into the world of law-firm business coaches - hot takes and hard truths. From confusing reports and costly programs to chart-of-accounts chaos, we break down red flags, what good coaching really looks like, and why clean books, clear goals, solid pricing, and strong systems matter long before you scale. 02:52 Coaches and Report Requests 03:30 Rainmaker and CFO Labels 05:34 Why Firms Hire Coaches 09:58 When Coaches Add Value 12:08 Hot Tip Paralegals and Books 13:56 Growth Needs Process 15:15 Better Margins Not Leads 16:20 Coach Requires Participation 17:49 Plans Payroll Accountability 19:37 Clean Books First 22:05 Pricing Before Hiring 22:48 Marketing Shifts With AI 23:41 Billboards And Exposure 25:36 Ready For A Coach Be sure to subscribe for more episodes! Find us on Spotify and Google Podcasts as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Outsourced accounting helps law firms stay focused, cut costs, and stay compliant - especially with trust accounting. We cover spotting workflow red flags, fixing cash-flow confusion, planning for taxes and payroll, and using KPIs to guide smarter decisions. Strong financials fuel growth, modernization, and even exit planning. 01:08 Outsourced Accounting for Law Firms: Why It Matters 02:34 Outside Perspective & Delegating the Right Work 06:00 Pricing, Value, and the ‘Show Us the Books’ Reality Check 08:13 Outsourcing vs In‑House: Focus, Cost Savings, and Billing Pitfalls 10:50 The Elephant in the Room: Trust Accounting & Compliance Oversight 12:27 Settlement Disbursements: Slowing Down to Avoid Trust Mistakes 14:37 ‘Where Did All My Money Go?’ Cash Flow, Liabilities, and Year‑End Confusion 17:49 Advisory Support: Budgeting, Runway Planning, and Not Overspending for Taxes 21:48 KPIs That Drive Growth: Marketing Spend, Workflow, and Modernizing to Scale/Exit Listen to Danielle's episode here: https://youtu.be/uUbuIvuAg0Y?si=Zs27vzuhdMd1FtzK Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode, we break down common attorney compensation models—including “eat what you kill,” flat fee structures, and performance-based pay—exploring the pros, cons, and real-world challenges firms face when implementing or transitioning models. 03:15 Attorney Compensation Models Overview 03:44 Eat What You Kill Model 04:23 Flat Fees and Other Compensation Models 05:47 Challenges with Compensation Models 16:10 Generational Differences in Compensation 18:00 AI and Future of Work Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

In this episode, we break down the pros and cons of today’s leading legal accounting tools—Clio, LeanLaw, CosmoLex, MyCase, and PracticePanther. We compare features, pricing, user experience, and explore how each integrates with QuickBooks. Do you agree with our decisions? How would you fill out your own Software Showdown bracket? We want to hear your thoughts! 02:05 Transition to Legal Accounting Software 02:47 10-99 Forms and Client Issues 03:44 Software Showdown Introduction 05:59 Trust Books Overview 09:04 Lean Law Overview 16:59 Clio vs. CosmoLex 18:40 Diving into Software Usability Issues 19:33 CosmoLex: The Best All-in-One Solution? 21:03 The Pros and Cons of Clio 29:20 Comparing My Case and Practice Panther Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Dive into trust account pitfalls as we explore real-life fraud cases, cybersecurity risks, and how mishandled workflows lead to compliance failures. Learn practical safeguards, staff training tips, and best practices to protect your firm’s trust funds - with a fun quiz to test your knowledge. 01:31 Listener Question: Preventing Trust Account Mishaps 01:59 Cybersecurity and Trust Account Safety 05:07 Real-Life Scenarios and Best Practices 08:19 Flat Fees and Trust Account Compliance 18:57 Trust Account Mismanagement 19:44 Importance of Proper Workflow 21:31 Handling Cash in Law Firms 22:46 Billing Errors and Best Practices 25:42 Trust Fund Protocols and Training 27:39 Fraudulent Checks and Money Laundering 28:57 Game Show: Trust Account Scenarios Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

In this episode we break down the accounting pitfalls law firms face - from IOLTA missteps to messy trust reconciliations. We explain why early legal-accounting support matters, how to handle credit card fees correctly, and the key practices that keep firms compliant, confident, and profitable. 00:53 Demystifying Accounting Concepts for Law Firms 01:43 Understanding Trust Accounts and IOLTA 02:52 Reconciling Accounts and Compliance 04:49 Importance of Proper Record Keeping 06:44 When to Hire a Legal Accounting Professional 07:53 Common Mistakes in Legal Accounting 12:39 The Value of Specialized Legal Accountants 14:07 Random Conversation and Initial Connection 14:25 Common Mistakes in Legal Accounting 14:52 Challenges with Trust Accounts 17:57 Importance of Proper Documentation 20:34 Credit Card Fees and Client Relations Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Start the year with smart tax planning for law firms. In this episode, we cover common bookkeeping challenges, goal-setting strategies, and how to prepare for tax season. We explore entity structure reviews, billing practices, software choices, staff retention, and staying ahead of changing tax rules. Learn how regular check-ins support compliance and financial health. 01:39 Tax Planning for Legal Professionals 02:45 Goal Setting and Forecasting 04:43 Implementing Changes in Practice Management 05:44 Reviewing Financial Structures and Costs 06:27 Tax Strategies and Meeting with Professionals 10:21 Billing Practices and Client Management 12:47 Software and Resource Management 13:36 Reflecting on True Stories and Employee Benefits 14:17 Evaluating Team Meetings and New Perspectives 15:22 Tax Planning and Client Engagement 19:32 Business Planning and Compliance 22:36 Setting Goals and Planning for the Future Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

In this Best Of episode we revisit our most important insights on avoiding audits in legal and accounting practices. From bar and compliance audits to trust accounting pitfalls, they share practical strategies for clean records, strong workflows, and staying prepared—so firms can protect themselves before problems arise. 00:15 Types of Audits and Their Implications 01:10 Case Study02:30 Common Audit Issues in Law Firms 04:33 Best Practices for Trust Accounting 06:20 Handling Prior Year Transactions 07:19 State-Specific Audit Requirements 10:37 Preparing for an Audit 15:34 The Importance of Practice Management Software 15:51 Handling Petty Cash: Lynda's Story 16:52 Importance of Workflow in Cash Management 17:26 Using Technology for SOPs and Workflows 17:52 Payroll and Multi-State Compliance 18:45 Avoiding Audits: Best Practices 20:35 Responding to Audits and Legal Requirements 22:55 Documentation and Record-Keeping 23:57 Setting Up Books for New Firms Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

In this episode we explore cybersecurity for legal accountants. We discuss protecting sensitive data, the role of managed IT services, staff training, and real-world security risks - plus practical steps firms can take to strengthen protection, no matter their size. 2Fifteen Tech Verito Wizer Security Training WISP Checklist 01:11 Cybersecurity for Legal Accountants 02:44 Cybersecurity Tools and Practices 03:53 Managed Devices and Remote Management 06:47 VPN Issues with QuickBooks 07:14 Real-Life Cybersecurity Incidents 09:16 Exploring New Cybersecurity Platforms 10:35 Insurance and Compliance Considerations 11:55 Document Security and Password Protection 14:52 AI in Music and Cybersecurity 16:21 Navigating Password Management Challenges 16:52 Solo Practitioners and Cybersecurity 17:28 The Cost of Cybersecurity Breaches 18:05 Protecting Contractors and Global Teams 18:55 Backup Solutions and Their Limitations 19:49 Scams and Security Protocols 20:58 Trust Accounts and Security Measures 25:55 Employee Training and Cybersecurity Awareness 29:29 End-of-Year Business Security Tips Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

In this episode we explore class accounting and how law firms can use it to gain clearer financial insights. We break down when class accounting makes sense, how to set it up properly, and common pitfalls to avoid - helping firms track revenue and expenses with intention, accuracy, and purpose. 01:03 Class Accounting in Practice 01:52 Class Accounting for Law Firms 03:52 Challenges and Best Practices 05:21 Granular Tracking and Reporting 07:18 Common Mistakes and Solutions 08:31 Final Thoughts on Class Accounting 11:57 The Evolution of Tags 12:14 Class Accounting in Legal Firms 13:57 Practical Applications of Class Accounting 15:39 Challenges and Considerations 17:21 Real-World Examples and Insights Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com To join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

In this episode we break down the essentials of building and maintaining a strong chart of accounts for law firms. Learn common COA mistakes, best practices for trust, IOLTA, and equity accounts, and how proper setup supports compliance, reporting, and smoother audits. 00:27 Understanding the Chart of Accounts (COA) 01:02 Importance of Proper COA Setup 01:51 Common COA Mistakes and Solutions 02:19 Handling Trust and Liability Accounts 03:01 Equity Section and Professional Presentation 06:24 Advanced Client Costs and Operating Expenses 08:33 Payroll Systems and Software Integration 12:30 Practice Area Income and Detailed Reporting 14:55 Addressing QuickBooks Payroll and Miscellaneous Expenses 15:11 Challenges in Bookkeeping and Cleanup 17:06 Chart of Accounts for Law Firms 18:55 Reconciling Discrepancies and Transfers 20:08 DIY vs Professional Services 21:22 Setting Up and Managing Chart of Accounts Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode we break down when and how to hire for growth in accounting and legal firms. We explore the signs it’s time to bring on help, how to balance cost vs. benefit, and whether to choose contract or full-time staff, as well as how AI is reshaping roles and why culture and client care matter more than ever. Short, practical, and full of real-world insight for firms ready to scale. 01:13 When is it Time to Hire? 01:57 Outsourcing vs. In-House Hiring 04:35 Delegation Challenges 05:50 Client Face Time and Capacity 07:11 AI and Hiring 13:26 Economic Shifts and Job Security 19:42 Planning for New Hires Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode of Accountants Law Pod we pull back the curtain on one of the most anticipated—and often misunderstood—topics in law firm management: year-end bonuses. From partner distributions to employee bonuses, we explore how thoughtful planning, clear communication with your financial team, and early forecasting can make bonus season a celebration instead of a scramble. 00:54 Partner Bonuses Discussion 01:33 Employee Bonuses and Payroll 02:36 Profit Sharing and Bonus Structures 03:25 Emotional Impact of Bonuses 06:05 Planning Partner Bonuses 07:53 Importance of Recognizing Contributions 13:24 Value of Pay Stubs and Employee Benefits 16:23 Discussing Employee Benefits and Bonuses 16:54 The Importance of Health Coverage 17:32 Generosity and Sustainability in Firms 18:39 Evaluating Bonus Structures 21:12 Creative Bonus Ideas 22:39 Planning and Budgeting for Bonuses Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode we walk you through the ultimate year-end checklist for accounting and law firms. From tax planning and managing bonuses to reviewing health insurance, they break down the steps every firm should take as the year wraps up. You’ll also hear practical guidance on tidy books, goal-setting, and smart budgeting to set your practice up for a strong start in the new year. Tune in for timely strategies, helpful reminders, and a roadmap to make your year-end process smoother and more efficient. 01:38 Ultimate Year-End Checklist 03:08 Accounting Tips and Tricks 05:44 Law Firm Year-End Planning 11:59 Health Insurance Challenges 16:43 Vehicle Purchases and Documentation 18:36 Addressing Trust Ledger Issues 19:33 Customizing Checklists for Law Firms 20:34 Year-End Payroll and Tax Preparations 26:43 Setting Goals and Budgeting for the New Year Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode we unpack the often-confusing world of business structures. From LLCs to S-Corps, they explore how each entity works, when it makes sense to switch, and the financial ripple effects those decisions can create. We break down key considerations like payroll setup, salary versus bonuses, and the compliance requirements business owners frequently overlook. Along the way, they emphasize the importance of strategic planning and partnering closely with tax professionals to ensure both your business and personal finances stay aligned. Whether you're choosing your first business structure or re-evaluating your current one, this episode offers practical insight, clear explanations, and the guidance you need for confident decision-making. 02:33 Understanding LLC Structures 03:05 Tax Implications and Professional Advice 06:30 Payroll Setup and Best Practices 09:54 Choosing the Right Payroll Provider 12:36 Switching to an S-Corp: Timing and Draws 14:19 Understanding Paycheck Regularity and IRS Expectations 14:32 Bonus vs. Regular Pay: Strategic Considerations 15:17 Tax Strategies for High Earners and Boutique Firms 16:16 Compliance and Strategic Planning in Payroll 18:04 LLC vs. S Corp: Tax Implications and Structures 19:13 The Complexity of C Corporations 21:51 Importance of Operating Agreements and Key Person Insurance 24:45 Exit Strategies and Scalability 26:02 Engaging with Tax Professionals Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

Law firms thrive on smart budgeting. In this episode, we cover how to build a realistic budget, manage fixed and variable costs, plan for estimated taxes, and use tools like Clio to keep finances on track. Plus: practical tips for forecasting, overhead, and long-term financial discipline. 00:28 The Importance of Budgeting for Lawyers 01:51 Realistic Budgeting and Overhead Costs 03:21 Starting Out: Essential Expenses 05:44 Software and Tools for Budgeting 07:57 Planning for Taxes 09:50 Setting Financial Goals and Cash Flow Management 16:32 Choosing the Right Software Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

California’s bar just tightened its compliance rules, and the fallout is real. In this episode, we break down the surprising results of a statewide compliance test—trust account errors, missing three-way reconciliations, and more. Learn what law firms must fix now, the tools that help, and why these rules could soon impact firms across the country. 00:59 Scary Changes in California Bar Rules 01:30 Compliance Challenges in Law Firms 02:50 Self-Assessment and Beta Testing 03:40 Non-Compliant Trust Account Journals 05:27 Client Notification and Dormant Accounts 09:44 Attorney Supervision and Training Issues 10:22 Contingency Firms and Fee Calculations 12:46 Handling Disputes and Documentation 13:49 Trust Accounting Policies and Practices 15:24 Self-Assessment and Compliance Reviews 16:45 Software and Reconciliation Challenges 17:56 Fraud Prevention and Oversight 19:29 Compliance Tools and Best Practices 20:46 California Bar Compliance and Adjacent StatesState Bar Launches Mandatory Client Trust Account Compliance Reviews Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode of Accountants Law Pod, Steve and Sarah dive into essential cash flow strategies designed specifically for law firms. They unpack how accurate billing, regular financial reviews, and automated systems can improve stability and planning. From managing receivables to balancing marketing budgets and contingency fees, this discussion offers actionable steps for building a healthier, more predictable cash flow. 00:37 Cash Flow Strategy for Lawyers 01:20 Simplified Cash Flow Description 02:37 Key Cash Flow Management Tips 04:15 Importance of Software in Cash Flow 09:00 Billing and Follow-Up Best Practices 13:48 Cash Flow Challenges in Contingency Firms 17:46 Billing Strategies for Attorneys 18:39 Understanding Cash Flow Statements 19:44 Key Financial Metrics for Law Firms 20:32 Planning for Year-End Expenses 25:22 The Importance of Marketing in Cash Flow 29:15 Simplifying Cash Flow Management Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode, we sit down with Danielle Hendon of Four Corners CFO to unpack the true role of a CFO in law firms. From cash flow and bonus planning to capacity-based budgeting, Danielle shares her “Reveal Framework” for creating sustainable profitability and smarter financial strategy. 00:37 Introducing the Guest: Danielle Hendon 00:57 Understanding the Role of a CFO in Law Firms 01:26 Challenges with Bookkeeping and Clearing Accounts 03:16 Balancing the Balance Sheet and P&L 03:57 Cash Flow Management and Forecasting 12:03 The Reveal Framework for Financial Management 23:09 Strategic Spending and Cash Management 25:29 Understanding Lines of Credit 25:48 Smart and Strategic Spending 27:04 Prepayments and Tax Strategies 27:59 Maximizing Tax Deductions 29:55 Investing in Your Team 32:38 Compensation Models and Bonuses 39:40 Coaching vs. CFO Services Danielle Hendon and 4Corners CFO Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

In this episode of the Accountants Law Pod, we dive into the highlights of ClioCon 2025, one of the most influential events in the legal industry. We share key takeaways from this year’s conference, from groundbreaking tech innovations to the evolving relationship between law firms and accounting professionals. Tune in as we reflect on the sessions, speakers, and connections that stood out — and discuss how ClioCon continues to shape the future of legal practice management, client service, and financial operations. ClioCon 2025 Opening Keynote with Jack Newton: The Future of Legal Work, Unveiled 00:36 ClioCon Conference Overview 01:33 AI Innovations at ClioCon 02:12 Vincent and Work: Core Features 03:58 Legal Research and Case Management 07:08 Clio Grow and Client Screening 09:29 Energy Concerns and AI Infrastructure 13:18 Future of Legal Practice with AI 15:51 Emotional Keynotes and Personal Stories 17:16 Inspiring Story of Change and Redemption 17:58 The Human Element in AI 19:20 Clio Accounting Updates 20:56 Challenges in Building a GL 21:58 Exciting AI Developments in Legal Tech 23:42 Product Lab Insights 25:43 Backup Solutions for Legal Software Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

Ghosted by a client? You’re not alone. In this Best Of episode, Sarah, Lynda, and Steve share real stories and smart strategies for handling unresponsive clients, setting boundaries, and keeping communication clear and professional. 01:22 Main Topic: Being Ghosted by Clients 03:12 Strategies to Handle Client Ghosting 05:25 Challenges and Real-Life Examples 09:52 Professionalism and Client Communication Be sure to subscribe for more episodes! Find us on Spotify and Google Podcasts as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Discover how financial forecasting can future-proof your law firm. Hosts Lynda Artesani, Sarah Prevost, and Steve Libhart discuss tax planning, budgeting, seasonal trends, and AI tools for forecasting. Learn strategies for continuity, growth, and smarter decision-making. 02:39 Financial Forecasting and Business Planning 03:26 Importance of Forecasting and Tax Planning 08:55 Exit Strategies and Business Continuity 12:44 AI in Business Forecasting 18:17 The Rise of AI Companions 20:34 Financial Planning Tools and Their Limitations 21:54 The Importance of Accurate Data 24:18 Evaluating Marketing and Advertising Spend 30:04 Seasonality and Marketing Strategies Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

💼 Accuracy in billing isn’t optional—it’s essential. In this episode, we cover common pitfalls, smarter tracking, and tools to keep law firms profitable & trusted. 🎧 00:50 Listener Question: Settlement Fund Error 04:01 Explaining Qualified Settlement Funds (QSF) 04:55 Listener Questions: Conflict Checks 07:53 Importance of Billing Accuracy 08:40 Best Practices for Billing in Law Firms 11:17 Software Tools for Billing and Time Tracking 14:07 Communication and Trust in Client Relationships 15:15 Trust Account Management Challenges 15:58 Importance of Accurate Billing 18:26 Handling Client Costs and Expenses 20:37 Billing Processes and Client Communication 26:20 Common Billing Mistakes and Risks Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! 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.

Best Of: Learn how KPIs drive law firm success. Sarah and Steve share practical tips to track growth, performance & profitability. 01:43 Introduction to KPIs for Legal Practices 03:18 Client Development and Growth KPIs 06:44 Client Retention and Referral Strategies 14:59 Efficiency and Productivity KPIs 17:48 Tracking Time and Email Management 18:31 Implementing Metrics and Tools 19:16 Charting Software and KPI Involvement 21:59 Key Metrics for Law Firms 23:37 Client and Employee Satisfaction 24:12 Open and Closed Matters 25:01 Adapting to Market Changes 26:32 Trust Ledger Balance 27:48 Implementing KPIs Effectively 29:06 Celebrating KPI Successes Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.

Discover the best law firm billing software options and learn how to choose the right solution for trust management, compliance, and efficiency. 00:41 Introduction to Law Firm Billing Software 02:07 Key Features to Consider in Legal Accounting Software 03:32 Listing Popular Legal Billing Software 05:55 Challenges in Adopting New Software 08:32 All-in-One vs. Ecosystem of Platforms 12:45 Importance of Customizable Reports and Permissions 14:20 Challenges in Software Acquisition 14:34 User Interface Importance 14:58 Vendor Interactions and Support 15:31 Choosing the Right Software 17:43 Practice Area Considerations 26:07 Software Trials and Demos Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. 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.