Shows / Accountants Law Pod™
Episodes
Accountants Law Pod™Alternative Banking Options (yes, we name names....)
Discover the pros and cons of alternative banking for law firms—compliance, FDIC, service, and tips to choose the right fit. 02:04 Introduction to Alternative…
Accountants Law Pod™Saying Goodbye to QuickBooks Desktop
Join our hosts as they unpack the shift many law firms are making from QuickBooks Desktop to modern, cloud tools like QuickBooks Online. They cover why firms…
Accountants Law Pod™Smart Hiring for Legal Accounting Firms: Build the Team That Builds Your Firm
In this episode, Lynda, Sarah, and Steve dive deep into the nuanced world of hiring for law firms and accounting practices. They explore essential questions…
Accountants Law Pod™Three-Way Bank Reconciliation (Best Of)
Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In…
Accountants Law Pod™Change Your Pricing Mindset (Best Of)
Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In…
Accountants Law Pod™How An Accounting Firm Can Revolutionize Your Legal Practice (Best Of)
Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In…
Accountants Law Pod™Managing Positive Pay with Attorneys
In this episode, Sarah and Steve dive into one of the most critical (and often overlooked) tools for fraud prevention in law firms: Positive Pay. Sarah and…
Accountants Law Pod™Law Firm Business Planning with EvolveLaw
What’s the secret to a law firm that thrives—not just survives? In this episode, we sit down with industry veterans Roxanne Jensen and Bill Horton from…
Accountants Law Pod™Onboarding a New Attorney Client
Ready to level up your client onboarding process? In this episode, we share real-world strategies for welcoming new attorney clients with clarity and…
Accountants Law Pod™Legal Bookkeeping Basics
In this episode the team reunite after their recent travels to dive into the foundational (and often misunderstood) world of legal bookkeeping. From trust…
Accountants Law Pod™Upholding Compliance in the Legal Industry - What Bookkeepers Should Know
In this episode we dive into the high-stakes world of compliance in the legal industry. From managing trust accounts to navigating ethical obligations, they…
Accountants Law Pod™Cash vs. Accrual
In this episode, hosts Lynda Artesani and Sarah Prevost return from the Karbon Next conference with fresh insights and a renewed appreciation for the power of…
Accountants Law Pod™Cloud Accounting - Leveraging Technology to Streamline Operations
In this episode Sarah and Lynda explore the power and potential of cloud accounting for law firms and legal-focused accountants. From ditching outdated desktop…
Accountants Law Pod™Legal Marketing Strategies with Matt Plavnick
🎉 Season 3 Kickoff: Legal Marketing with Heart & Strategy In this special episode of Accountants Law Pod, we celebrate the launch of Season 3 with guest Matt…
Accountants Law Pod™Deep Dive into Key Financial Statements
In this episode we break down the key financial statements every law firm needs to understand. From solo attorneys to multi-partner firms tracking KPIs, this…
Accountants Law Pod™How To Build A Strong Online Presence
In this episode Sarah and Steve team up with assistant and guest, Teaira, to tackle a topic every modern professional should master: how to build an authentic…
Accountants Law Pod™KPIs for Growing Your Legal Practice
In this episode, Sarah and Steve dive into the Key Performance Indicators (KPIs) every law firm should be tracking, sharing practical, actionable insights on…
Accountants Law Pod™My Biggest Business Regret
From their biggest business regrets to the systems they wish they had in place sooner, this candid conversation dives into the power of SOPs, mentorship, and…
Accountants Law Pod™Accounts Receivable Retainers vs Trust Retainers
In this episode we break down one of the most misunderstood areas in legal accounting: accounts receivable (AR) retainers vs. trust retainers. From compliance…
Accountants Law Pod™IOLTA Bookkeeping - Top Tips
🎉 Episode 100 In this milestone 100th episode of the Accountants Law Pod, our hosts share their top tips for effective IOLTA bookkeeping and trust account…
Accountants Law Pod™Real Financial Challenges and How We Solved Them
In today's episode we dive headfirst into the real-world financial struggles that accounting professionals and law firms face every day—from cash flow crunches…
Accountants Law Pod™Tax Planning Complexities
Join us as we unpack the ever-evolving world of tax and regulatory changes—specifically for attorneys and law firms. Tune in as they explore key tax planning…
Accountants Law Pod™Avoiding an Audit
Join Sarah, Steve, and Lynda as they tackle the intimidating world of audits—specifically for law firms! From tax audits to bar audits, we’ll uncover the…
Accountants Law Pod™Getting the Most Out of Your Conference Experience
Conference season is almost here! The team shares their best advice on choosing the right conferences, planning effectively, and maximizing your networking…
Accountants Law Pod™How AI and Technology can Revolutionize Your Law Firm with Jay McAllister
AI and legal tech are reshaping the way law firms operate. In this episode, we explore how cutting-edge technology is revolutionizing the legal industry…
Accountants Law Pod™Conflicts of Interest for Attorneys
Building on last week's episode, we continue our discussion on conflicts of interest, focusing on how they apply to attorneys. This episode is a valuable guide…
Accountants Law Pod™Conflicts of Interest for Legal Accountants
In the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes…
Accountants Law Pod™Ramifications of a Bad Bookkeeper
In this episode, we talk into the serious consequences of having a bad bookkeeper, especially in the legal world. Bookkeeping for lawyers isn’t just about…
Accountants Law Pod™Ethical Dilemmas in Legal Accounting
Sarah and Lynda share their personal stories and advice on maintaining ethical standards in the accounting profession. Don't miss this insightful discussion on…
Accountants Law Pod™Tax Season Survival Tips
Tax season is here, and for legal accountants, that means long hours, endless reconciliations, and the pressure of keeping everything compliant and organized…
Accountants Law Pod™Elevating Success: Inside Jayden Doye’s Transformational Retreats
As a CPA and CEO of Prestige Accounting and Consulting, Jayden Doye's mission is to help entrepreneurs achieve financial independence and create strategies…
Accountants Law Pod™Pricing Your Work
In this episode, we dive into the art and strategy of pricing your services as a legal accountant. From understanding your value to aligning your pricing with…
Accountants Law Pod™Cybersecurity and Compliance
Please, please, PLEASE avoid sending your financial documents via email! Cybersecurity is more critical than ever for your accounting business and your…
Accountants Law Pod™Eliminate your Law Firm’s Bottleneck: Legal Tech with Jay McAllister
As the driving force behind Paragon Tech, Jay McAllister embraces the philosophy of asking "why?" to challenge boundaries and uncover inefficiencies. Too…
Accountants Law Pod™Mastering Data Migration for Law Firm Software
The project that brought Sarah and Lynda together! Data migration between software might sound simple, but it’s often more complex than it seems. Discover why…
Accountants Law Pod™Financial Crisis Management - How to Stay Afloat in Tough Times
When it come to hard times.... it's not a matter of "if," it's a matter of "when." Is your business prepared? ------------------------------------ 02:57…
Accountants Law Pod™Cash Flow Demystified
What is cash flow, how does it work, and why is it important? If you've found yourself pondering these or similar questions while navigating the complicated…
Accountants Law Pod™The Future of Accounting Software and AI
AI has been the hot button topic of the year! Steve and Lynda share their thoughts on what we can expect from AI when it comes to Accounting Software…
Accountants Law Pod™Financial Metrics: The Key to Growing Your Law Firm with John Scott and Kip Bilderback
We are excited to welcome John Scott and Kip Bilderback to the podcast to walk you through everything you need to know to help your law firm clients grow!…
Accountants Law Pod™Mastering Financial Challenges Across Legal Specialties
What financial challenges might you be likely to run into across the various legal fields, and how do you navigate them? We discuss it all in this week's…
Accountants Law Pod™End-Of-Year Client Ledger Clean-Up
Tackle year-end like a pro and set yourself up for New Year success! --------------------------------------------------- 03:32 Year-End Cleanup of Client…
Accountants Law Pod™Understanding Attorney Compensation
In this episode, we take a look at the complexities of attorney compensation, breaking down the various ways legal professionals are paid for their work…
Accountants Law Pod™W9 Essentials with Jeff Cronin
A haunted house, but it's your office during 1099 season. We know Halloween is past, and we don't want to scare you... but 1099 season is right around the…
Accountants Law Pod™1099 Essentials with Jeff Cronin
A haunted house, but it's your office during 1099 season. We know Halloween is past, and we don't want to scare you... but 1099 season is right around the…
Accountants Law Pod™Legal Accounting Horror Stories
It's SpooOOooOOky season! Let's get in the Halloween spirit by sharing our favorite legal accounting horror stories! And we want to hear yours! Send us your…
Accountants Law Pod™Being Ghosted By A Client
You've emailed.... and messaged.... and followed up.... and your client still isn't answering you. What do you do? Don't worry "Boo," we've got you! 01:22…
Accountants Law Pod™Scope Creep
Do you have systems in place to handle scope creep when it occurs? We discuss our favorite ways to handle scope creep with clients in today's episode. 00:33…
Accountants Law Pod™Financial Health Check - Red Flags Every Law Firm Should Watch For
What do you need to be on the watch for to make sure your law firm's finances are as healthy as they need to be? We walk you through the biggest red flags you…
Accountants Law Pod™Handling Trust Funds
Trust accounting is defined by Clio as the process of tracking and monitoring client funds that are held in trust and it is a very important part of legal…
Accountants Law Pod™Navigating Legal Accounting File Reviews
You have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know…
Accountants Law Pod™Change Your Pricing Mindset
Setting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset! Be sure to subscribe for…
Accountants Law Pod™How Valuable is an Accountant to your Law Firm?
In this episode, we explore the critical role accountants play in the success of law firms. We take a look at the financial management challenges faced by law…
Accountants Law Pod™Do's and Don't's For Legal Accounting Rookies
In today's episode, we look at all the things we wish we had known when we were first getting started in the legal accounting niche. If you are working with…
Accountants Law Pod™Firing a Client
Sometimes it happens... you and your attorney client just have to part ways. This can be a difficult process to navigate, but we are here to talk your through…
Accountants Law Pod™Trust Compliance By State
In this episode, we dive into the complexities of trust compliance across different states in the U.S. Join us as we look at key regulations, the differences…
Accountants Law Pod™How an Accounting Firm Can Revolutionize Your Legal Practice
It can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most…
Accountants Law Pod™Triple Check: Mastering Three-Way Reconciliation
The three-way reconciliation is a cornerstone of legal accounting, as it ensures accuracy and compliance of client trust accounts. It can be complicated to…
Accountants Law Pod™Marketing Magic: Growing Your Accounting Business
This episode is all about growing your legal accounting business through marketing strategies. How do you start, and where should your focus be? Lynda and…
Accountants Law Pod™Financial Cents with Shahram Zarshenas
We recently talked about all the ins and outs of choosing practice management software for your firm, but we wanted to invite the CEO of one of our favorite…
Accountants Law Pod™Financial Statement Reviews for Law Firms
Which financial statements are essential for a law firm to review with their accountant? We're here to help save you time and get all your data in order!…