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Software Selection for a Law Firm

Software Selection for a Law Firm

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...
Preventing Law Firm Embezzlement

Preventing Law Firm Embezzlement

by Diana Halenz | Sep 8, 2015 | Law Firm Accounting, Law Firm Practice Managment

Google “law firm embezzlement” or a similar term and plenty of recent cases pop up… $961,000 taken by a bookkeeper who had access to the firm’s accounts and the absolute trust of the partners. In this case, the bookkeeper’s personal...
Law Firm Receivables Management

Law Firm Receivables Management

by Diana Halenz | Sep 1, 2015 | Law Firm Accounting, Law Firm Practice Managment

I recently posted some metrics that a law firm can use to measure profitability and productivity. However, all the profits don’t matter if it doesn’t translate to money coming in the door. Ideally, law and other professional services firms collect payment...
Analyzing Law Firm Profitability

Analyzing Law Firm Profitability

by Diana Halenz | Aug 30, 2015 | Law Firm Practice Managment

I’m not a lawyer; I have them as clients. The attorneys that I know are some of the hardest working individuals that I know. If you are an attorney and are reading this, you may be wondering at times why you aren’t living the life you envisioned in law...

Fish Tales

  • What are CFO Services?
  • When TurboTax Fails a Genius-A Cautionary Tale
  • Your Kids: Overlooked Tax Deduction?
  • Charitable Contributions: Give and Receive (a tax break)
  • Estimated Tax Payments Demystified

Topics from the sea

bill payment clio clio; xero embezzlement hubdoc iolta law firms performance indicators productivity profitability Taxes trust trust accounting xero

Recent posts

  • What are CFO Services?
  • When TurboTax Fails a Genius-A Cautionary Tale
  • Your Kids: Overlooked Tax Deduction?
  • Charitable Contributions: Give and Receive (a tax break)
  • Estimated Tax Payments Demystified

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