by Diana Halenz | Nov 30, 2016 | Business Management
I was recently asked this question by a bookkeeper who was looking to expand his service offerings to include CFO services. As I thought about the best way to frame my answer, I realized that to answer this question, it’s helpful to understand CFO responsibilities...
by Diana Halenz | Nov 18, 2015 | Business Management, Clio, IOLTA, Law Firm Accounting, Law Firm Practice Managment, Xero
As a technology-loving accountant, I am frequently asked for recommendations for software to do this or that, including the “perfect platform” for a business or law firm. The answer is: there isn’t one. There is no one size fits all answer to the...
by Diana Halenz | Nov 1, 2015 | Business Management
Yesterday I got schooled in how to get stuff done. I consider myself to be a fairly nice, reasonable person. I go out of my way to help other people and I’d rather work really hard to accomplish something myself then “bother” someone else to get some...