It’s Mid-Year: Where Is Your Business?

It's our three-year anniversary and we're kicking off Season 4!

In this episode, Lynda, Sarah, and Steve celebrate the milestone and dive into one of the most important things every law firm and accounting practice should be doing right now: the mid-year business review.

From checking payroll and 1099s to evaluating your tech stack, forecasting cash flow, and setting financial priorities for the second half of the year, this conversation is packed with practical, timely advice. Plus the team gets into AI, the new QuickBooks interface, and why the human touch still matters more than ever.

00:00 Podcast Anniversary Shoutout
00:35 Meet the Producer Teaira
01:22 Season Four Milestones
03:06 Midyear Review Kickoff
03:42 Client Check-Ins and Cleanup
05:38 Payroll and Tax Estimates
06:15 Software Costs and Tool Audit
07:47 AI Hype and Human Touch
11:28 AI Pitfalls and Verification
17:40 Planning Priorities and Vision
20:07 Hiring Interns and Apprentices
21:10 Cash Flow and Economic Risks
22:46 AR Review and Key Takeaways
23:42 Subscribe and Community Links

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.