All Episodes
Episodes
Legal Accounting Horror Stories
It's SpooOOooOOky season!
Let's get in the Halloween spirit by sharing our favorite legal accounting horror stories!
And we want to hear yours! Send us your horror stories at the email address below to be featured on...
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Being Ghosted By A Client
You've emailed.... and messaged.... and followed up.... and your client still isn't answering you.
What do you do?
Don't worry "Boo," we've got you!
01:22Ā Topic Introduction: Being Ghosted by Clients...
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Scope Creep
Do you have systems in place to handle scope creep when it occurs?
We discuss our favorite ways to handle scope creep with clients in today's episode.
00:33 Discussing Scope Creep
1:48 Examples and Challenges of Scope...
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Financial Health Check - Red Flags Every Law Firm Should Watch For
What do you need to be on the watch for to make sure your law firm's finances are as healthy as they need to be?
We walk you through the biggest red flags you need to keep an eye out for in this episode! Ā Ā
0:22 -...
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Handling Trust Funds
Trust accounting is defined by Clio as the process of tracking and monitoring client funds that are held in trust and it is a very important part of legal accounting. We are going to walk you through everything you...
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Navigating Legal Accounting File Reviews
You have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know before you get started?
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Change Your Pricing Mindset
Setting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset!
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How Valuable is an Accountant to your Law Firm?
In this episode, we explore the critical role accountants play in the success of law firms.
We take a look at the financial management challenges faced by law firms, the unique value accountants bring to the table,...
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Do's and Don't's For Legal Accounting Rookies
In today's episode, we look at all the things we wish we had known when we were first getting started in the legal accounting niche. If you are working with your first attorney client, or you think that attorneys...
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Firing a Client
Sometimes it happens... you and your attorney client just have to part ways.
This can be a difficult process to navigate, but we are here to talk your through it!
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Trust Compliance By State
In this episode, we dive into the complexities of trust compliance across different states in the U.S.
Join us as we look at key regulations, the differences in compliance requirements, and the importance of...
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How an Accounting Firm Can Revolutionize Your Legal Practice
It can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most beneficial decision for your firm.
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