All Episodes
Episodes
When Is It Time to Hire? The Subtle (and Not-So-Subtle) Signs You Need Help
In this episode we break down when and how to hire for growth in accounting and legal firms. We explore the signs it’s time to bring on help, how to balance cost vs. benefit, and whether to choose contract or...
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Year-End Bonuses: Do's and Don'ts
In this episode of Accountants Law Pod we pull back the curtain on one of the most anticipated—and often misunderstood—topics in law firm management: year-end bonuses.
From partner distributions to employee bonuses,...
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Ultimate Check-List for Year-End (Year-End Series)
In this episode we walk you through the ultimate year-end checklist for accounting and law firms.
From tax planning and managing bonuses to reviewing health insurance, they break down the steps every firm should take...
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S Corps, LLCs, and C Corps - Choosing the Right Business Structure (Year-End Series)
In this episode we unpack the often-confusing world of business structures. From LLCs to S-Corps, they explore how each entity works, when it makes sense to switch, and the financial ripple effects those decisions can...
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The Ultimate Guide to Budgeting for Lawyers (Year-End Series)
Law firms thrive on smart budgeting.
In this episode, we cover how to build a realistic budget, manage fixed and variable costs, plan for estimated taxes, and use tools like Clio to keep finances on track.
Plus:...
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California’s New Bar Rules: What Every Lawyer Should Prepare For
California’s bar just tightened its compliance rules, and the fallout is real.
In this episode, we break down the surprising results of a statewide compliance test—trust account errors, missing three-way...
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Cash Flow Strategies for Busy Lawyers
In this episode of Accountants Law Pod, Steve and Sarah dive into essential cash flow strategies designed specifically for law firms. They unpack how accurate billing, regular financial reviews, and automated systems...
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When Your Law Firm Needs a CFO: Scaling Profitably with Fractional CFO Strategy with Danielle Hendon
In this episode, we sit down with Danielle Hendon of Four Corners CFO to unpack the true role of a CFO in law firms. From cash flow and bonus planning to capacity-based budgeting, Danielle shares her “Reveal...
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ClioCon 2025 Recap
In this episode of the Accountants Law Pod, we dive into the highlights of ClioCon 2025, one of the most influential events in the legal industry. We share key takeaways from this year’s conference, from...
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Being Ghosted By A Client (Best Of)
Ghosted by a client? You’re not alone. In this Best Of episode, Sarah, Lynda, and Steve share real stories and smart strategies for handling unresponsive clients, setting boundaries, and keeping communication clear...
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Financial Forecasting - Building a Future-Proof Business Plan
Discover how financial forecasting can future-proof your law firm. Hosts Lynda Artesani, Sarah Prevost, and Steve Libhart discuss tax planning, budgeting, seasonal trends, and AI tools for forecasting. Learn...
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The Importance of Billing Accuracy
💼 Accuracy in billing isn’t optional—it’s essential. In this episode, we cover common pitfalls, smarter tracking, and tools to keep law firms profitable & trusted. 🎧
00:50 Listener Question: Settlement Fund Error...
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