Accountants Law Pod
Accountants Law Pod
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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 need to know about trust funds and trust accounting for law firms in today's episode!
Be sure to subscribe for more episodes!
Find us on Spotify and Google Podcasts as well!
If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
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.
Переглядів: 6

Відео

Handling Trust Funds
Переглядів 44 години тому
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 need to know about trust funds and trust accounting for law firms in today's episode! Be sure to subscribe for more episodes! Find us on UA-cam (ua-cam.com/channels/M3eTjjImc5nbdf2M4...
Navigating Legal Accounting File Reviews
Переглядів 721 годину тому
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? Be sure to subscribe for more episodes! Find us on Spotify and Google Podcasts as well! If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message t...
Navigating Legal Accounting File Reviews
Переглядів 321 годину тому
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? Be sure to subscribe for more episodes! Find us on UA-cam (ua-cam.com/channels/M3eTjjImc5nbdf2M4cRYGQ.html) as well! If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawp...
Change Your Pricing Mindset
Переглядів 614 днів тому
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! Be sure to subscribe for more episodes! Find us on Spotify and Google Podcasts as well! If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com ...
Change Your Pricing Mindset
Переглядів 214 днів тому
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! Be sure to subscribe for more episodes! Find us on UA-cam (ua-cam.com/channels/M3eTjjImc5nbdf2M4cRYGQ.html) as well! If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our websit...
How Valuable is an Accountant to your Law Firm?
Переглядів 821 день тому
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, and tips for effectively collaborating with financial professionals to enhance your firm's financial health. Timestamps: [02:45] The Role of an Accountant in a Law Firm [07:30] Finan...
How Valuable is an Accountant to your Law Firm?
Переглядів 321 день тому
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, and tips for effectively collaborating with financial professionals to enhance your firm's financial health. Timestamps: [02:45] The Role of an Accountant in a Law Firm [07:30] Finan...
Do's and Don't's For Legal Accounting Rookies
Переглядів 16Місяць тому
Do's and Don't's For Legal Accounting Rookies
Do's and Don't's For Legal Accounting Rookies
Переглядів 6Місяць тому
Do's and Don't's For Legal Accounting Rookies
Firing a Client
Переглядів 3Місяць тому
Firing a Client
Firing a Client
Переглядів 12Місяць тому
Firing a Client
Trust Compliance by State
Переглядів 15Місяць тому
Trust Compliance by State
Trust Compliance By State
Переглядів 2Місяць тому
Trust Compliance By State
How an Accounting Firm Can Revolutionize Your Legal Practice
Переглядів 10Місяць тому
How an Accounting Firm Can Revolutionize Your Legal Practice
How an Accounting Firm Can Revolutionize Your Legal Practice
Переглядів 5Місяць тому
How an Accounting Firm Can Revolutionize Your Legal Practice
Triple Check: Mastering Three-Way Reconciliation
Переглядів 39Місяць тому
Triple Check: Mastering Three-Way Reconciliation
Triple Check: Mastering Three-Way Reconciliation
Переглядів 19Місяць тому
Triple Check: Mastering Three-Way Reconciliation
Marketing Magic: Growing Your Accounting Business
Переглядів 132 місяці тому
Marketing Magic: Growing Your Accounting Business
Marketing Magic: Growing Your Accounting Business
Переглядів 62 місяці тому
Marketing Magic: Growing Your Accounting Business
Financial Cents with Shahram Zarshenas
Переглядів 102 місяці тому
Financial Cents with Shahram Zarshenas
Financial Cents with Shahram Zarshenas
Переглядів 112 місяці тому
Financial Cents with Shahram Zarshenas
Financial Statement Reviews for Law Firms
Переглядів 122 місяці тому
Financial Statement Reviews for Law Firms
Financial Statement Reviews for Law Firms
Переглядів 62 місяці тому
Financial Statement Reviews for Law Firms
Can I Write-Off My Shoes? - Tax Write Offs and Expenses for Attorneys
Переглядів 282 місяці тому
Can I Write-Off My Shoes? - Tax Write Offs and Expenses for Attorneys
Can I Write-Off My Shoes? - Tax Write Offs and Expenses for Attorneys
Переглядів 142 місяці тому
Can I Write-Off My Shoes? - Tax Write Offs and Expenses for Attorneys
Tax Talk: W9's with Jeffrey Cronin
Переглядів 123 місяці тому
Tax Talk: W9's with Jeffrey Cronin
Tax Talk: W9's with Jeffrey Cronin
Переглядів 53 місяці тому
Tax Talk: W9's with Jeffrey Cronin
Tax Talk: 1099's with Jeffrey Cronin
Переглядів 93 місяці тому
Tax Talk: 1099's with Jeffrey Cronin
Tax Talk: 1099's with Jeffrey Cronin
Переглядів 113 місяці тому
Tax Talk: 1099's with Jeffrey Cronin

КОМЕНТАРІ

  • @finguy8572
    @finguy8572 17 днів тому

    Just discovered you. Loved the discussion.

  • @OGAC1
    @OGAC1 Місяць тому

    I was gonna say what the hell happened to your eyebrows?And then they switched over to the salad chick with those freaking glasses.I don't know who to talk about first.But either way you're both beautiful as hell

  • @Parkwayinc
    @Parkwayinc 2 місяці тому

    If you are not familiar with Lynda Artesani, she is the perfect example of a generalist who became the niche specialist in accounting for law firms. She grew her practice through consistent hard work, dedication and an unwavering willingness to help educate others!

  • @thegreek088
    @thegreek088 4 місяці тому

    How do you feel about Buy/Sell agreements?

  • @thegreek088
    @thegreek088 4 місяці тому

    Do you require a buy sell agreement?

  • @CindySchroederbrightbooks
    @CindySchroederbrightbooks 4 місяці тому

    This was wonderful. Please talk more on this topic. How do you find your team? Love how Linda still sounded angry on her first story about her daughter being to detailed. :)

  • @bggraham557
    @bggraham557 4 місяці тому

    first viewer. Not sure how I got here.

  • @abigailrymon989
    @abigailrymon989 4 місяці тому

    Love y'all's channel. I glean so much. I was curious, has Steve ever thought of doing a episode on the nuances of Spa accounting? Obiviously, doesn't quite fit the focus of your channel, but I love hearing about all the different niches from the experts!

  • @thegreek088
    @thegreek088 4 місяці тому

    Do you ever recommend a vehicle to your clients, that can take forever taxable money to never again taxable money?

  • @thegreek088
    @thegreek088 4 місяці тому

    Do you ever recommend any guaranteed income vehicles for your clients?

  • @jeffweathers8054
    @jeffweathers8054 6 місяців тому

    Seth is a great mentor!

  • @BethAnnesBest
    @BethAnnesBest 6 місяців тому

    My Dad was a mentor to many people. He was a high school Science teacher who died suddenly when I was 8 years old. In my healing as an adult I made a website/facebook page for him and many of his students ended up finding it and send me letters and messages about how even now my dad impacted their life. It's really cool how you can still be mentoring people even after you pass away.

    • @AccountantsLawPod
      @AccountantsLawPod 6 місяців тому

      What an amazing story! I think we rarely realize what a lasting impact we can have on people. It sounds like he was an amazing person

    • @BethAnnesBest
      @BethAnnesBest 6 місяців тому

      @@AccountantsLawPod yeah my mom even learned things about him she didn't know which was really cool. :)

  • @CindySchroederbrightbooks
    @CindySchroederbrightbooks 6 місяців тому

    Love it. Pay it forward.

  • @melaniemejia1640
    @melaniemejia1640 6 місяців тому

    Please upload a video podcast

    • @AccountantsLawPod
      @AccountantsLawPod 6 місяців тому

      The video version can be found on our page - ua-cam.com/video/X3qfukHxahg/v-deo.html

  • @lionelwade7824
    @lionelwade7824 6 місяців тому

    'Promosm'

  • @CindySchroederbrightbooks
    @CindySchroederbrightbooks 7 місяців тому

    I love when all of my favorite people come together to collaborate. Jodie and Erica are so brilliant when it comes to Keeper and are super supportive to all of their clients. Plus their monthly webinar is a don't miss, I always walk away learning something new.

  • @ObliviouslyGifted
    @ObliviouslyGifted 8 місяців тому

    *ALL LIES!!!!!* 😒😒🤮🤮 THOSE ATTORNEYS ARE ALL CROOKS WHO EXTORT FAMILIES AND HOLD CHILDREN HOSTAGE FOR PROFIT!!!!!!! SUCH "SENSITIVITIES🫡😮‍💨" WHEN THEIR SPENDING ALL OF THE INNOCENT PUBLICS LIFE SAVINGS AND PROPERTIES THEY EXTORTED FROM THEM ON VACATIONS WITH THEIR FAMILIES AND HIGH END DINNERS AND LAVISH PURCHASES!!!!

    • @ObliviouslyGifted
      @ObliviouslyGifted 8 місяців тому

      Just check the big scandal going on with Santa Clara county and Los Angeles county family courts who were intertwined on one giant RICO scam!!!! JUDGE JAMES TOWERY At the center of it! Who was the head of the CA State bar and got removed from there for one scandal involving him being handsy to say the least, and he was then moved to family law like a dirty priest for him to perpetrate a BIGGER SCANDAL!!!!

  • @CindySchroederbrightbooks
    @CindySchroederbrightbooks 8 місяців тому

    I have heard Kate speak many times now and I learn something new every time. Thank you all for talking about how to take the fear our of getting started with Video.

  • @mollymcnallyroberts
    @mollymcnallyroberts 9 місяців тому

    The community In Bookkeeping Buds has been such a valuable resource for my business. The one-on-one call with Cindy when I first joined was a game changer alone!

  • @AnaCalderon-tf5er
    @AnaCalderon-tf5er 9 місяців тому

    The Bookkeeping Buds helped me grow my confidence! I remember when I went to the first meeting at Panera and I sat down at a corner hoping no one would notice me. Cindy was the one that found me in hole I was not able to get out of. All Buds are so amazing!

  • @cecilywilson5636
    @cecilywilson5636 9 місяців тому

    The Bookkeeping Buds are a great group of people, and the vibe comes from the top, Cindy. This is a group of non-judgmental, supportive people. And the monthly fee is very affordable. I can't recommend the group enough.

  • @nancythedancingaccountant
    @nancythedancingaccountant 9 місяців тому

    Love this! Cindy is such an important part of our accounting community -- I can remember how isolated I felt until I found my "tribe" in Bookkeeping Buds. I rarely go a day without checking in on Slack, and I get so much out of our virtual meetings, as well as getting to see everyone in-person at the various conferences. I've met so many people who have become dear friends and working colleagues -- even co-workers! -- through Buds. It's a very special group.

    • @lyndaartesani2653
      @lyndaartesani2653 9 місяців тому

      Cindy is an incredible lady! ❤ and so are you, Nancy.

    • @nancythedancingaccountant
      @nancythedancingaccountant 9 місяців тому

      @@lyndaartesani2653 what an incredibly kind thing for you to say, Lynda! With you, Sarah and Cindy here, I'm truly in the best of the best company.

    • @CindySchroederbrightbooks
      @CindySchroederbrightbooks 9 місяців тому

      Thanks for the kind words Nancy and for all the support you share with all the Buds.

  • @JulieBalderas
    @JulieBalderas 9 місяців тому

    Thank you very much for introducing me to CollBox! I am very excited to be working with them on behalf of my law client.

    • @AccountantsLawPod
      @AccountantsLawPod 9 місяців тому

      We are so happy you connected with them! They are the BEST!

  • @JulieBalderas
    @JulieBalderas 10 місяців тому

    I attended your session at QBConnect. Thank you so much for sharing your knowledge! How do I view/participate in your Friday meetups?

    • @AccountantsLawPod
      @AccountantsLawPod 10 місяців тому

      Hi Julie! We are so glad you enjoyed the session! Thank you for attending! Our Friday meetings are held as a part of our Accountants Law Lab monthly membership. You can learn more and sign up here: www.accountantslawlab.com/offers/29yonk2s/checkout

  • @CindySchroederbrightbooks
    @CindySchroederbrightbooks 10 місяців тому

    I love your podcast. You have a wonderful group with tons of insights each week. Thank you all.

    • @AccountantsLawPod
      @AccountantsLawPod 10 місяців тому

      Thank you Cindy! We love you! We can't wait to share your episode!!

  • @GROW_YOUTUBE_VIEWS_m116
    @GROW_YOUTUBE_VIEWS_m116 11 місяців тому

    I feel like a better person after watching this. Thanks for sharing positivity!

  • @CindySchroederbrightbooks
    @CindySchroederbrightbooks 11 місяців тому

    As a huge gift giver, I love this conversation. I am also a distributor for Send Out Cards. Their whole mission is acting on Promptings and letting people know you care. We send a Fourth of July card and Halloween card each year to stand out :)

  • @lyndaartesani2653
    @lyndaartesani2653 11 місяців тому

    Send out cards is the company for gifts

  • @lionsharebookkeeping7773
    @lionsharebookkeeping7773 Рік тому

    SO Blessed to be featured here y'all. Happy to talk more about Lionshare or Built By Bookkeepers any time!

  • @CindySchroederbrightbooks

    Misty's course was so helpful to see the process of creating a powerful speech. These are fantastic tips on how to remain calm before a presentation. However, I think all of us need a Lynda as our cheerleader before each speaking engagement.

  • @CindySchroederbrightbooks

    What's your and? Is the BEST! John is funny and relevant and one of the nicest guys. Thanks @sarah for the shout out. It was such a joy to get to spend time with you at the Bookkeeping Buds retreat teaching all of us how to take emotion out of difficult conversations.

  • @عليكامل-ل4ي2ل
    @عليكامل-ل4ي2ل Рік тому

    Subject glasses

  • @accountantslawlab
    @accountantslawlab Рік тому

    Susan is an amazing woman and has had an incredible career! Loved hearing her story. A true trailblazer.

  • @TheWallofWealth
    @TheWallofWealth Рік тому

    Fantastic tips on the background,.... I just moved into a new office and I have this white blank wall. Thank you!

    • @AccountantsLawPod
      @AccountantsLawPod Рік тому

      We loved Misty's insights on this! And we are so happy you found it helpful! Have the best time decorating your space!

  • @kristamarina_
    @kristamarina_ Рік тому

  • @FTC-DEX-Evangelist
    @FTC-DEX-Evangelist Рік тому

    Sharing a MFP Code is VERY wrong. There are mature solutions that allow for a Single Account to USE MFA Codes for multiple users while maintaining proper security. Reach out to me if you need help

  • @scottmcelhaney9672
    @scottmcelhaney9672 Рік тому

    OMG right in the middle of Sarah's comment? One whole week huh? 🙂

  • @jimmiedaugherty
    @jimmiedaugherty Рік тому

    🙌 Promo-SM

  • @RosetteReagan
    @RosetteReagan Рік тому

    Thank you for explaining what is 3 way reconciliation I have been hearing a lot form my daughter Sarah Prevost 😊 now I know what that means

  • @RosetteReagan
    @RosetteReagan Рік тому

    Love it old school way green paper ledger 😊

  • @blackbeltjen
    @blackbeltjen Рік тому

    Yay! Can't wait for more content and to go on this journey with y'all!! 💜