Accountants Law Pod

🎉 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...

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...

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...

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...

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...

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...

🎉 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...

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...

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 strategies for law firms, including: Payroll taxes and...

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 sneaky pitfalls that can land you in hot water. Tune in for...

Conference season is almost here! The team shares their best advice on choosing the right conferences, planning effectively, and maximizing your networking opportunities. Learn more about the Accounting Cornerstone...

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, making firms more efficient, profitable, and...