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What's the Difference Between a Law Firm's Bank Account and Their Wallet? This is a  post about the differences between law firm finances and personal finances and how to book...

We are in mid-tax season. As an attorney, you might look at your records and bottom line and think….

“where did all the money go?”

Maybe you ask your tax professional,...

The interest on a lawyer's trust account, commonly known as IOLTA, is one of the most mysterious accounts in attorney's chart accounts. Yes, we know it's a bank account; we know that there's...

 One of the things I love about collaborating with other accountants and bookkeepers is learning new trade tricks.

The last few weeks have been narrowly focused on how to clean up your client...

 Let me paint the picture. You are doing your accounting records for your law firm. You send the tax professionals the financial documents that they requested. The tax professional...

What processes are best for the year-end cleanup of your books?  We already reviewed using the books review feature in QuickBooks, which is a great start.  This is a task I...

Closing out the books for your law firm client with QuickBooks is a topic I thought would be timely to explore.

There are a few things I like to do at year-end for my clients, just to get...

 Some data migrations are more complex than others and it’s also probably safe to say that a law firm migration will usually lean towards being at least moderately hefty, (if not...