Accountants Law Pod™

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...

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...

Ready to level up your client onboarding process? In this episode, we share real-world strategies for welcoming new attorney clients with clarity and confidence. From setting up portals and managing financial access to navigating communication styles and tech transitions, this conversation covers it all. Whether you're dealing with solo practitioners or multi-member firms, you'll walk away with pr...

In this episode the team reunite after their recent travels to dive into the foundational (and often misunderstood) world of legal bookkeeping. From trust accounting to client cost management, the trio explores the nuanced challenges of keeping law firm books clean, compliant, and client-ready. Whether you're a new bookkeeper stepping into the legal space or a seasoned pro facing tricky transactio...

In this episode we dive into the high-stakes world of compliance in the legal industry. From managing trust accounts to navigating ethical obligations, they explore the essential role bookkeepers play in keeping law firms on the right side of financial regulations. Through personal stories and practical insights, the trio discusses: The day-to-day realities of maintaining compliance State-specific...

In this episode, hosts Lynda Artesani and Sarah Prevost return from the Karbon Next conference with fresh insights and a renewed appreciation for the power of connection. They share their biggest takeaways from attending a smaller, more focused conference—highlighting the real magic that happens in hallway conversations, one-on-one chats, and late-night brainstorming with fellow pros. The episode...

In this episode Sarah and Lynda explore the power and potential of cloud accounting for law firms and legal-focused accountants. From ditching outdated desktop systems to embracing modern, cloud-based tools like QuickBooks Online and Clio, this conversation is packed with insights on how to transform your practice through technology. They break down the real benefits of going cloud-based—including...

🎉 Season 3 Kickoff: Legal Marketing with Heart & Strategy In this special episode of Accountants Law Pod, we celebrate the launch of Season 3 with guest Matt Plavnick, founder of Axis Marketing Strategies . Matt shares how he found his way into the world of legal marketing, along with powerful insights on: Supporting lawyers beyond logos and lead gen Understanding the business side of law Ali...

In this episode we break down the key financial statements every law firm needs to understand. From solo attorneys to multi-partner firms tracking KPIs, this conversation dives into how tailored financial reporting can drive smarter business decisions. 💡 What you'll learn: The must-have financial statements for legal professionals How cloud accounting tools offer unmatched flexibility Why attorne...

In this episode Sarah and Steve team up with assistant and guest, Teaira, to tackle a topic every modern professional should master: how to build an authentic, effective online presence. They share actionable strategies for: ✅ Clarifying your brand messaging ✅ Choosing the right platforms ✅ Leveraging social media with intention ✅ Using AI tools to streamline content creation ✅ Humanizing you...

In this episode, Sarah and Steve dive into the Key Performance Indicators (KPIs) every law firm should be tracking, sharing practical, actionable insights on metrics that drive real growth — from new client acquisition and retention to financial performance, productivity, and efficiency. Whether you're running a solo practice or managing a growing legal team, this episode breaks down how to implem...

From their biggest business regrets to the systems they wish they had in place sooner, this candid conversation dives into the power of SOPs, mentorship, and goal setting for legal accounting professionals. Whether you're a solo bookkeeper or growing a firm, this episode is packed with hard-earned insights you won’t want to miss. ------------------------------------------ 02:12 Biggest Business Re...

In this episode we break down one of the most misunderstood areas in legal accounting: accounts receivable (AR) retainers vs. trust retainers. From compliance risks to workflow bottlenecks, they explore the key differences, common mistakes, and best practices for handling each type of retainer—so you can stay audit-ready and aligned with legal ethics rules. If you’ve ever second-guessed where that...

🎉 Episode 100 In this milestone 100th episode of the Accountants Law Pod, our hosts share their top tips for effective IOLTA bookkeeping and trust account management. From using tools like Clio and LeanLaw to nailing three-way reconciliations, they cover the must-know strategies to stay compliant and audit-ready. Whether you're an attorney or a bookkeeper, this episode is packed with insights on...

In today's episode we dive headfirst into the real-world financial struggles that accounting professionals and law firms face every day—from cash flow crunches and high overhead costs to late client payments and clunky billing systems. If you're tired of spinning your wheels financially and ready for practical advice (with a side of humor), this episode is your roadmap to clarity, control, and gro...

Join us as we unpack the ever-evolving world of tax and regulatory changes—specifically for attorneys and law firms. Tune in as they explore key tax planning strategies for law firms, including: Payroll taxes and reasonable compensation for attorneys Retirement plan considerations and how to choose the right one The benefits and challenges of transitioning from LLC to S Corp Why bookkeeping firms...

Join Sarah, Steve, and Lynda as they tackle the intimidating world of audits—specifically for law firms! From tax audits to bar audits, we’ll uncover the sneaky pitfalls that can land you in hot water. Tune in for expert tips on managing trust accounts, the art of proper documentation, and why three-way bank reconciliations are your best friends. ---------------------------------------------------...

Conference season is almost here! The team shares their best advice on choosing the right conferences, planning effectively, and maximizing your networking opportunities. Learn more about the Accounting Cornerstone Foundation here!  --------------------------------------------------------------- 00:37 Discussing Conference Experiences 01:13 Tips for Maximizing Conference Benefits 02:14 Person...

AI and legal tech are reshaping the way law firms operate. In this episode, we explore how cutting-edge technology is revolutionizing the legal industry, making firms more efficient, profitable, and competitive. Whether you're a tech-savvy attorney or just starting to explore AI, this episode will give you the insights you need to future-proof your firm. As the driving force behind Paragon Tech, J...

Building on last week's episode, we continue our discussion on conflicts of interest, focusing on how they apply to attorneys. This episode is a valuable guide for accounting professionals navigating the unique challenges of the legal industry. ------------------------------------------------------------------- 03:01 Conflict of Interest in Legal and Accounting Professions 03:17 Data Migration Cha...

In the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes a conflict of interest, and how can legal accountants navigate these challenges with integrity? In the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactl...

In this episode, we talk into the serious consequences of having a bad bookkeeper, especially in the legal world. Bookkeeping for lawyers isn’t just about balancing the books—it’s about maintaining compliance, safeguarding client trust accounts, and ensuring the financial health of a law firm. --------------------------------------------------------------- 03:03 Ramifications of a Bad Bookkeeper 0...

Sarah and Lynda share their personal stories and advice on maintaining ethical standards in the accounting profession. Don't miss this insightful discussion on navigating the challenging intersections of ethics, law, and accounting! --------------------------------------------- 02:43 Snow Stories and Legal Responsibilities 04:02 Ethical Dilemmas in Legal Accounting 05:43 Trust Accounting and Overs...

Tax season is here, and for legal accountants, that means long hours, endless reconciliations, and the pressure of keeping everything compliant and organized. But don’t worry—we’ve got you covered! In this episode, we’re breaking down practical strategies to help you stay sane, efficient, and ahead of the game during the busiest time of the year. Whether you’re a solo accountant managing multiple...

As a CPA and CEO of Prestige Accounting and Consulting , Jayden Doye's mission is to help entrepreneurs achieve financial independence and create strategies that increase profits while reducing tax burdens. Jayden Doye also hosts retreats across the globe for lawyers looking to elevate their legal practices. We sat down with him to dive into these retreats and his CPA business. If you are looking...