Attorney Books Comparison Reports

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...

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Year End Processes Balance Sheet


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...

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Data Migration for Law Firms


 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...

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Selecting the Entity Type

There are several types of entities that we typically see law firms drawn into. In the US, they are taxed differently, and it is important to be aware of this when considering your law...

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Importing your Open Trust Client Liability Accounts into QuickBooks

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

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Books Review Feature QBO


With so much going on for every client, it can be hard to stay on top of everything. In the past, I had a strict process that I developed to close out client files monthly. Now, we have a...

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Using Tags in QuickBooks for tracking 1099s

We had a lively discussion in our Accountant’s Law Lab group last week. The Law Lab is a group of accountants and bookkeepers who may have one attorney-client or multiple, and we...

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Legal Attorney Billing: LEDES Billing

There are so many acronyms when you work with attorneys. You may be asked as a bookkeeper who works with lawyers about LEDES. LEDES is an acronym for Legal Electronic Data Exchange Standard. What...

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LeanLaw Settings: Team Settings


Attorneys, are you looking for a proven way to eliminate redundant tasks? This can not only free up your time for better things but also allow you to focus on the more complex or pressing...

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