Letting Go…

If you are a QB Community Live member, you may have seen a recent video by my partner, Matthew Fulton, announcing my exit from the group as Admin.

Many of you were kind and reached out to...

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Have you heard about the Accountant’s Law Lab?

Let’s say you just landed your very first attorney-client.  You are excited because you want to work with these very professional clients.   But you are nervous because you know...

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An Open Letter to my Attorney-Client

Dear Mr. or Ms. or Attorney:

Did you know at year-end that it’s a great time to make a change to a better law firm software?

Okay, I get it. But this is not an annual process....

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