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Latest / Accountants Law Pod™

The Side Spreadsheet Trap

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…

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