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.
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.
Conversion Pointers
Thinking of converting? It is rarely easy and getting the data converted is only one part, you also need to set aside time and funds for training. If you will be involved in a conversion, there are some important things to consider. Even if you aren’t doing the conversion work, these pointers may smooth the […]
QuickBooks 2017 – Coming Soon!
QuickBooks 2017 is scheduled to start shipping before the end of September. If you are running QuickBooks 2014 or below, you should update as you are not on a supported version. If you are running a newer version, then you should look at the new features and decide if upgrading makes sense for you. Scheduled […]
Top 10 Challenges of QuickBooks for Law Firms
Recently I did a webinar, sponsored by Cosmolex on the Top 10 Challenges of QuickBooks for Law Firms. Are you are a law firm currently using QuickBooks and wondering if Cosmolex, or something else would be better? Are you thinking about using QuickBooks? If so, you might benefit from watching this recording of the webinar. […]