
All Episodes
Episodes
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 accounting to client cost management, the trio explores the...
View Episode
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 explore the essential role bookkeepers play in keeping law...
View Episode
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 connection. They share their biggest takeaways from...
View Episode
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 From ditching outdated desktop systems to embracing modern, cloud-based tools like...
View Episode
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 Plavnick, founder of Axis Marketing Strategies.
Matt...
View Episode
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 conversation dives into how tailored financial reporting...
View Episode
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, effective online presence.
They share actionable...
View Episode
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 metrics that drive real growth — from new client...
View Episode
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 goal setting for legal accounting professionals.
Whether...
View Episode
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 risks to workflow bottlenecks, they explore the key...
View Episode
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 management. From using tools like Clio and LeanLaw to nailing...
View Episode
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 and high overhead costs to late client payments and...
View Episode