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

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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

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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.

Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In the meantime, we're revisiting some of our most-loved episodes in this special Best Of series. Whether you're hearing it for the first time or diving back in for a refresher, we hope you enjoy—and we’ll be back with brand new episodes soon!

Three-way reconciliation got you sweating? You’re not alone. In this episode, we pull back the curtain on the chaos (and importance) of trust accounting. From client mix-ups to compliance missteps, they share real stories, expert advice, and practical tips for getting it right—every single time.

03:21 Triple Checking and Three-Way Reconciliation
05:09 Trust Account Challenges and Solutions
11:06 Banking Issues and Recommendations
18:25 Client Communication and Project Management
20:56 Challenges in Project Timelines
21:04 Importance of Client Communication
21:48 Access to Financial Information
22:49 Common Financial Mistakes
23:28 Multi-Entity and Payroll Complexities
24:29 The Role of Compliance
25:21 Trust Account Management
29:41 Human Touch in Financial Oversight

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.

Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In the meantime, we're revisiting some of our most-loved episodes in this special Best Of series. Whether you're hearing it for the first time or diving back in for a refresher, we hope you enjoy—and we’ll be back with brand new episodes soon!

Are you charging what you're really worth? In this powerful episode, Lynda and Sarah unpack the mindset shifts accountants need to confidently price their services—especially when working with attorneys. From navigating inflation to communicating value, this conversation is your permission slip to raise your rates and stop second-guessing your worth.

00:43 Discussing Pricing Mindset
09:17 Evaluating Client Relationships
12:44 The Role of Accountants in Client Success
16:04 The Puzzle of Specialization
16:31 Valuing Your Expertise
17:08 Effective Communication Strategies
18:15 Pricing and Compensation
19:34 Building Confidence and Courage
20:26 The Importance of Contracts
21:28 Continuous Learning and Support
29:13 Navigating Inflation and Costs

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.

Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In the meantime, we're revisiting some of our most-loved episodes in this special Best Of series. Whether you're hearing it for the first time or diving back in for a refresher, we hope you enjoy—and we’ll be back with brand new episodes soon!

Tax season stress, shoebox clients, and outdated spreadsheets—oh my! In this Best Of episode, we dive into how accounting pros can transform legal practices with smarter workflows, trust compliance, and tech-driven efficiency. Tune in to learn how specialized support leads to streamlined operations, better goal-setting, and real cost savings for law firms.

01:54 Revolutionizing Legal Accounting
04:36 The Importance of Goal Setting
06:32 Operational Tweaks and Efficiency
07:56 Specialized Accounting for Law Firms
12:33 Compliance and Trust Accounts
14:36 Reconciling Trust Accounts
14:53 Software and Spreadsheets
15:36 Handling Client Costs
16:46 Entity Structure and Tax Strategies
20:03 Specialized Workflows for Law Firms
22:26 Embracing Technology and Automation

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.

In this episode, Sarah and Steve dive into one of the most critical (and often overlooked) tools for fraud prevention in law firms: Positive Pay. Sarah and Steven take the reins and get real about the risks law firms face and how Positive Pay can serve as a financial fortress.

They unpack the benefits, challenges, and day-to-day realities of implementing Positive Pay, especially when managing both operating and trust accounts. From the importance of data accuracy to working hand-in-hand with your bank, this episode sheds light on how a little extra effort can lead to major cost savings and stronger financial security.

Whether you're new to the concept or looking to tighten up your internal controls, this conversation is packed with practical insights and straight talk about keeping your clients' funds—and your firm—safe.

03:13 Managing Positive Pay for Law Firms
05:51 ACH and Check Fraud Prevention
08:38 Practical Tips and Real-Life Examples
21:29 Workflow and Security Protocols

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.

What’s the secret to a law firm that thrives—not just survives? In this episode, we sit down with industry veterans Roxanne Jensen and Bill Horton from EvolveLaw to tackle the big-picture strategy behind successful firms. From rate setting to succession planning, AI to annual bonuses, this conversation is packed with hard-won wisdom and forward-thinking advice.

Whether you're a managing partner or a bookkeeper supporting one, this episode will change the way you think about law firm growth.

00:22 Guest Introductions: Roxanne Jensen and Bill Horton
00:52 Roxanne's Journey in Law and Consulting
01:48 Bill's Career Path from CPA to Consultant
03:01 How Roxanne and Bill Joined Forces
05:00 Challenges and Strategies in Law Firm Management
08:58 Importance of Business Planning in Law Firms
11:51 Raising Billing Rates: A Key to Revenue Growth
17:18 Client Feedback and Rate Tolerance
18:37 Recruitment and Retention in Law Firms
21:25 Strategic Planning and Profitability Measures
30:31 Succession Planning and Sustainability
32:58 The Pain of Annual Bonuses
33:29 Strategic Planning for Bonuses
33:53 Importance of Objective Data
34:21 Succession Planning Challenges
37:31 Organic Growth vs. Lateral Hires
38:39 Brand Transition in Succession
44:38 Disruptors and Future Planning
45:18 The Role of Strategic CFOs and COOs
54:20 Tailored Consulting Services

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.