Accountants Law Pod

In this episode 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...

Start the year with smart tax planning for law firms. In this episode, we cover common bookkeeping challenges, goal-setting strategies, and how to prepare for tax season. We explore entity structure reviews, billing...

In this Best Of episode we revisit our most important insights on avoiding audits in legal and accounting practices. From bar and compliance audits to trust accounting pitfalls, they share practical strategies for...

In this episode we explore cybersecurity for legal accountants. We discuss protecting sensitive data, the role of managed IT services, staff training, and real-world security risks - plus practical steps firms can...

In this episode we explore class accounting and how law firms can use it to gain clearer financial insights. We break down when class accounting makes sense, how to set it up properly, and common pitfalls to avoid -...

In this episode we break down the essentials of building and maintaining a strong chart of accounts for law firms. Learn common COA mistakes, best practices for trust, IOLTA, and equity accounts, and how proper setup...

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...

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,...

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...

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...

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:...

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...