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...

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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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Law Firms: Measure your success using key performance indicators KPIs

One of the ways you can measure the numbers that tell the story of your law firm's success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in...

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The Attorney Balancing Act: Correcting Trust Account Mistakes

When I think of balance, I always think of my yoga practice. When you work with attorneys and live in a world of compliance, you know that balancing one or two or even three trust accounts is no...

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