Reconciling Balance Sheet Accounts

While most people reconcile their bank and credit card accounts, many do not know that most balance sheet accounts can be reconciled. Why would you do this? This capability can help you with reporting when you track billed and unbilled advanced client costs, general retainers or trust/IOLTA account balances by client. When I teach people […]

“Best” Software

There’s a famous line – “If you are not sure where you want to go, any road will take you there”. The same is true of choosing software without first identifying your needs. Have you ever asked, “what’s the best software for __________?” I believe there’s no best software and asking that question will get […]