the JOURNAL
the JOURNAL
This isn’t just another blog - it’s your blueprint for organized, compliant, and profitable financials. Tailored for law firms and service-based businesses.
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Trust Accounting for Law Firms: 7 Red Flags You Can’t Ignore
Mistakes in trust accounting can cause ethical violations and loss of clients. These seven warning signs are invisible to software, but a knowledgeable bookkeeper can detect them.
What Law Firm Financial Reports Should Actually Show
Most law firms get financial reports that check a box-but reveal nothing useful. This post breaks down what they should show: profit by case type, trust activity in plain English, and the insights attorneys need to make smarter business decisions.
Legal Accounting Software for Lawyers Isn’t Enough
Law firms that depend solely on software are just one error away from catastrophe. Uncover the blind spots that legal tools overlook - and why having a professional bookkeeper is crucial.
Law Firm Financial Benchmarks: 6 Key Metrics for Growth-Oriented Firms in 2025
Law firm growth doesn’t happen by accident. These 6 KPIs will help you make better decisions, improve profitability, and scale with confidence in 2025.
Outsourced Law Firm Bookkeeping Services: What Leading Firms Understand That You Might Not
The best law firms don’t do their own books—and they don’t leave them to generic CPAs either. Discover why outsourcing legal bookkeeping gives you more control, better cash flow, and less risk - with zero compromise.
Legal Bookkeeping for Law Firms: The IOLTA Compliance Guide Every Serious Attorney Needs in 2025
Most law firm owners think their books are fine—until an audit says otherwise. This guide breaks down what IOLTA compliance really takes, the risks of trusting a generalist, and the systems that protect your license and your legacy.
The Essential Guide to Monthly Account Reconciliation for Business Owners
You KNOW you should be reconciling your accounts every month, but you might not know exactly what that means…
📌 Save this step-by-step guide to refer back to at month-end to lead you through the account reconciling process.
If you’re WAY overdue on reconciling (I’m talking a few months or more) it’s time to think about hiring a bookkeeper. If you’re going to wake up panicking about your business in the middle of the night, don’t let it be over your bookkeeping!
Smart Business Investments: A Guide to Making Informed Decisions
Have you ever bought a new coaching program or a new task management software and seen 0 return on your investment?! Part of making good business investments means being honest with yourself. It's SO frustrating to spend money improving your business and see no increase in your bottom line, spending time on this due diligence can help!
6 Weekly Bookkeeping Tasks for Business Success
6 Weekly Bookkeeping Tasks for Business Success
Exploring Outsourcing: A Strategic Move to Accelerate Business Growth
It all begins with an idea.
5 Key Financial Reports for Business Success
Unlock the secrets to business success with our guide on the top 5 financial reports every entrepreneur should track. Learn how balance sheets, income statements, and more can drive informed decisions. Expert QuickBooks guidance awaits.
The Ultimate 2024 Tax Season Survival Guide for Businesses
Master the 2024 tax season with our comprehensive guide. From key deadlines to detailed checklists, learn how to organize, prepare, and file your business taxes effectively. Get expert tips and resources for a stress-free tax experience.
The Essential Role of Bookkeeping in Every Business's Success
Discover why bookkeeping is vital for every business, from ensuring accurate financial records to facilitating informed decisions and attracting investors. Learn how professional bookkeeping can streamline tax filing, enhance financial planning, and drive business growth. Connect with us as a QuickBooks ProAdvisor to learn more about monthly bookkeeping and catch-up and clean-up services.
4 Clear Signs You Need a Professional Bookkeeper in Your Business
Discover the top four signs that your business needs a professional bookkeeper. Learn how expert bookkeeping can save time, ensure accuracy, and improve financial health.
Law Firm Bookkeeping Clean Up: 4 Steps to Organize Your Financials in 2025
Behind on your bookkeeping? These cleanup steps will help you fix disorganized records, collect outstanding invoices, and protect your financials.
Navigating Tax Extensions: A Guide to Making the Right Choice
Tax time doesn't have to be a scramble. As a leading QuickBooks bookkeeper and certified QuickBooks ProAdvisor, we specialize in comprehensive bookkeeping and accounting services tailored for small to mid-sized businesses and entrepreneurs. Skilled in catch up and clean up bookkeeping, we excel in maintaining accurate financial records, making us your go-to bookkeeping company for customized, profit driven accounting solutions. We make tax season a breeze for our clients!
Taming the Financial Mane: Top 5 Challenges for Hair Salons & How to Overcome Them
As a hair salon or aesthetic practice owner, chances are you’ve come to terms with the fact that taming the financial mane comes with its own unique set of challenges. From inconsistent cash flow to keeping up with modernizing technology while staying compliant - there’s no one-size-fits-all approach when it comes to managing your business effectively. Whether you’re looking into expanding services and hiring new employees, or simply just trying to understand how best to manage finances in your current operation – having an understanding of how other businesses have encountered and overcome similar obstacles can be invaluable for making informed decisions about your enterprise. In this blog post, we'll take a look at 5 common financial issue topics faced by salon owners today and ideas on how they might tackle each one!
How to Choose the Right Bookkeeper for Your Small Business: A Step-by-Step Guide
As a business owner, you have a lot on your plate. You’re responsible for managing the day-to-day operations of your company, developing and implementing growth strategies, and making sure your employees are happy and productive. With so much going on, it can be easy to overlook one of the most critical aspects of your business: your finances.
That’s where a bookkeeper comes in. A bookkeeper is a professional who specializes in maintaining accurate financial records for businesses. They can help you keep your books organized and up-to-date, which is essential for making informed decisions about your business’s financial health.
If you’re considering hiring a bookkeeper for your growing business, here’s everything you need to know.
The Best Accounting Software for Small Business in 2023
QuickBooks is an excellent tool to help you make better decisions about your business and stay on top of your finances. With its easy-to-use interface and powerful features, QuickBooks can help you become more efficient and profitable. Get started today and take control of your business with confidence!
Unlocking the Benefits of a Virtual CFO
When it comes to running a successful business, having the right financial support and guidance is essential. A virtual CFO (Chief Financial Officer) can bring just that. A virtual CFO is an experienced finance professional who provides financial services on a part-time or contract basis without ever needing to be present in your office. They are able to provide strategic advice, streamlined processes, cost savings, and more - all with the added benefit of flexibility and convenience.