If you’re an attorney, law firm owner, family lawyer, or legal professional trying to balance client work with financial responsibilities, this episode is a must-listen.

Host Marcelino Dodge, EA, CTRC, sits down with Merry Stewart of Quick Win Bookkeeping to reveal the bookkeeping, tax, and compliance mistakes attorneys make every single day — many of which can lead to IRS audits, bar investigations, retained earnings problems, and trust account violations.

In clear, non-technical language, they break down how proper accounting systems can:

• Protect your law license
• Prevent IRS surprises
• Reduce client disputes over retainers and fees
• Build stronger cases with clean financial records
• Empower better decision-making and cash flow planning

This conversation offers real insight you won’t hear from typical bookkeeping or tax professionals, because it comes directly from two specialists working with attorneys nationwide.

Merry Stewart — QuickWin Bookkeeping

📌 Nationwide virtual services for attorneys

🌐 Website: quickwinbookkeeping.com

📧 Email: info@quickwinbookkeeping.com

Marcelino Dodge, EA, CTRC

Tax Resolution Specialist | IRS Representation | Offer in Compromise

🌐 Schedule a confidential consultation: taxreliefcall.com

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