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March 13, 2017  |  In Accounting, QuickBooks

IOLTA Accounting in QuickBooks – Product Overview

IOLTA accounting is critical for law firms. Choosing the right software solution for a firm means knowing the pros and cons of different options. Previously we talked about what you need to consider in evaluating IOLTA accounting. In the article we look at what you may want to know if you are thinking of using […]

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March 1, 2017  |  In Accounting, Billing, Software Tips

Choosing IOLTA Software

The Legal Accounting Guide is designed as a resource for law firm accounting tips, tricks and resources. If you are looking for guidance on Choosing IOLTA software, please read my article. Future articles will look at specific products and how they handle IOLTA accounting.

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February 15, 2017  |  In Accounting, Billing, Practice Management, Software Tips

New and Improved in Clio

The options for Cloud based legal billing and practice management software are constantly changing as new features are added and products mature. If you are considering Clio, here’s a look at what has changed since I last wrote about Clio.

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February 6, 2017  |  In Accounting

Trust Accounting 101 – The Fundamentals

While I have written about trust/IOLTA accounting before, it is one of the top areas of concerns for law firms. In this article I discuss the basics. Future articles will discuss three-way reconciliation and how IOLTA accounting is handled in various legal billing and accounting solutions.

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February 2, 2017  |  In Accounting, Billing, QuickBooks, Software Tips

Timeslips and QuickBooks a case study

QBPluggedIn is a resource for business owners looking for solutions. in this issue you can read my article “Sage and QuickBooks are Shaking Hands Daily for this Lawyer”, along with articles on transitioning to the cloud, maximizing business efficiency and much more.

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