
All Episodes
Episodes
Managing Positive Pay with Attorneys
In this episode, Sarah and Steve dive into one of the most critical (and often overlooked) tools for fraud prevention in law firms: Positive Pay. Sarah and Steven take the reins and get real about the risks law firms...
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Law Firm Business Planning with EvolveLaw
What’s the secret to a law firm that thrives—not just survives? In this episode, we sit down with industry veterans Roxanne Jensen and Bill Horton from EvolveLaw to tackle the big-picture strategy behind successful...
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Onboarding a New Attorney Client
Ready to level up your client onboarding process? In this episode, we share real-world strategies for welcoming new attorney clients with clarity and confidence. From setting up portals and managing financial access...
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Legal Bookkeeping Basics
In this episode the team reunite after their recent travels to dive into the foundational (and often misunderstood) world of legal bookkeeping.
From trust accounting to client cost management, the trio explores the...
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Upholding Compliance in the Legal Industry - What Bookkeepers Should Know
In this episode we dive into the high-stakes world of compliance in the legal industry. From managing trust accounts to navigating ethical obligations, they explore the essential role bookkeepers play in keeping law...
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Cash vs. Accrual
In this episode, hosts Lynda Artesani and Sarah Prevost return from the Karbon Next conference with fresh insights and a renewed appreciation for the power of connection. They share their biggest takeaways from...
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Cloud Accounting - Leveraging Technology to Streamline Operations
In this episode Sarah and Lynda explore the power and potential of cloud accounting for law firms and legal-focused accountants. From ditching outdated desktop systems to embracing modern, cloud-based tools like...
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Legal Marketing Strategies with Matt Plavnick
🎉 Season 3 Kickoff: Legal Marketing with Heart & Strategy
In this special episode of Accountants Law Pod, we celebrate the launch of Season 3 with guest Matt Plavnick, founder of Axis Marketing Strategies.
Matt...
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Deep Dive into Key Financial Statements
In this episode we break down the key financial statements every law firm needs to understand. From solo attorneys to multi-partner firms tracking KPIs, this conversation dives into how tailored financial reporting...
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How To Build A Strong Online Presence
In this episode Sarah and Steve team up with assistant and guest, Teaira, to tackle a topic every modern professional should master: how to build an authentic, effective online presence.
They share actionable...
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KPIs for Growing Your Legal Practice
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...
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My Biggest Business Regret
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...
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