Accountants Law Pod

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...

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 for accounting professionals navigating the unique...

In the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes a conflict of interest, and how can legal accountants...

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 balancing the books—it’s about maintaining compliance,...