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Legal Accounting
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Because “that’s how we’ve always done the books” is usually where the cleanup starts.Â
Law firm books come with their own rules, risks, client costs, trust requirements, and very specific ways to make a mess. These are the episodes we’d hand someone who wants to understand what makes legal accounting different, and why specialized workflows matter.
THE ESSENTIAL LISTENSÂ
How an Accounting Firm Can Revolutionize Your Legal PracticeÂ
It can be a big decision for an attorney to hire on an external legal accounting firm. We discuss why it is also the most beneficial decision for your firm.
Most Common Mistakes in Legal Accounting
We break down the most common legal accounting errors they encounter, from unbalanced trust accounts and uncollected AR to bonus checks that bypass payroll and chart of accounts setups that create more problems than they solve.
Demystifying Accounting Concepts for Law Firms
We break down the accounting pitfalls law firms face - from IOLTA missteps to messy trust reconciliations.We explain why early legal-accounting support matters, how to handle credit card fees correctly, and the key practices that keep firms compliant, confident, and profitable.
The Anti-DIY Chart of Accounts: How to Build It Right
Building a law firm's chart of accounts by leaving QuickBooks or Xero on default settings almost never works, and it usually creates a mess someone else has to clean up later. We break down why the default chart of accounts (built for contractors, not law firms) falls short, and what a proper setup actually looks like.
Bookkeeping Strategies for Small Law Firms
We discuss the bookkeeping strategies law firms need to support growth, improve cash flow, and prepare for long-term success. The conversation explores why spreadsheets create risk, especially for trust accounting, and why investing early in the right technology stack can transform a firm’s financial operations.
Maybe Your Paralegal Shouldn’t Be Handling Bookkeeping
Your paralegal is great at their job. That is exactly why they should not be doing your books. We make the case for why assigning bookkeeping to your paralegal is one of the costliest mistakes a law firm can make.Â
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What To Do When Your Bookkeeper Suddenly Quits
We dig into one of the most stressful situations a law firm can face: losing the person who manages the books, trust account, payroll, billing, and financial workflows with no transition plan in place.