Discover the pros and cons of alternative banking for law firms—compliance, FDIC, service, and tips to choose the right fit.

02:04 Introduction to Alternative Banking Options
02:36 Experiences with Non-Brick-and-Mortar Banks
03:19 Trust Accounting and Bar Requirements
04:05 Benefits and Drawbacks of Online Banks
06:06 Security and FDIC Insurance
12:58 Customer Service and Jurisdictional Rules
14:58 Future of Banking and Changing Practices
17:07 Customer Service Challenges in Online Banking
17:42 Specialized Banking for Lawyers
18:40 Relay Bank and Employee Credit Cards
21:40 The Importance of Customer Service in Banking
24:06 Password Issues and Customer Service Frustrations

Be sure to subscribe for more episodes!
Find us on YouTube 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.

Join our hosts as they unpack the shift many law firms are making from QuickBooks Desktop to modern, cloud tools like QuickBooks Online. They cover why firms are moving, what makes migrations tricky (hello, legacy data), and how to plan a smooth cutover—without losing your audit trail or your mind.

You’ll learn:

Where Desktop falls short for today’s remote, integrated workflows
How to scope a migration (what history to keep, what to archive)
Data pitfalls to watch: corrupted files, class/job mapping, custom fields, IOLTA nuances, and attachment handling
A practical prep list: cleanup, cutover date, sandbox testing, and training
When to DIY vs. bring in a migration partner—and how to brief them

00:24 QuickBooks Desktop: A Legacy Software
01:15 Challenges with QuickBooks Desktop
02:34 Transitioning to QuickBooks Online
04:40 Data Migration Complexities
11:11 The Evolution of QuickBooks
14:32 A Troublesome QuickBooks File
14:56 The Importance of Data Backup
15:40 Community Knowledge Sharing
16:11 Challenges with Desktop and Online Integration
16:39 Migrating Data and Ensuring Accuracy
18:31 Starting Fresh with New Files
22:38 Converting to Different Ledger Systems

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.

In this episode, Lynda, Sarah, and Steve dive deep into the nuanced world of hiring for law firms and accounting practices.

They explore essential questions like:

Should you hire a part-time contractor or a full-time employee?
How do you balance financial cost with cultural fit?
When is the right time to bring someone on board?

You’ll also hear a thoughtful discussion about:
The pros and cons of automation vs. human support
How to protect sensitive client data when outsourcing
Tips for creating a smooth and secure onboarding experience
Why treating employees like customers is the key to retention

Whether you’re expanding your firm or just beginning to build your team, this episode is packed with practical advice and real-world examples to help you make hiring decisions with confidence and clarity.

01:50 Smart Hiring for Law Firms
03:04 Challenges in Hiring and Delegation
06:11 Cost Considerations in Hiring
12:16 Contract vs. Direct Hire
15:25 Offshoring and International Hiring
17:16 Facing the Fear of Hiring
18:01 The Importance of Cultural Fit
18:58 Contract vs. Full-Time Hiring
21:54 Challenges of Global Hiring
23:01 Treating Your Team as Customers
24:12 The Cost of Replacement
24:58 Navigating Mistakes and Learning
30:08 Protecting Client Data

Be sure to subscribe for more episodes!
Find us on YouTube 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.