
All Episodes
Episodes
Trailblazing a Cakewalk with Susan Tucker
Just see how it goes!
Susan Tucker is an attorney and CPA from Kansas who often takes her work on the road with her airstream. From being one of only two women in her accounting program at school, to translating legal...
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KPIs for Law Firms
What are KPIs and why are they important for a law firm?
The team walks us through the importance of these valuable tools in today's episode.
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Developing Professional Confidence with Misty Megia
Lynda and Sarah have been working with Misty Megia, CEO and Creative Director of Theatre of Public Speaking, to grow their skills as presenters and public speakers and have found that working with Misty has also grown...
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How To Balance a Trust Account
How do you balance a trust account, and how can they get out of balance in the first place?
As Steve says in today's episode: "Trust transactions become marketing tools." The team walks you through how to become a...
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Health and Wellness with Paris Heinen - Part 2
Welcome to part two of our conversation with health and wellness coach, Paris Heinen!
In this episode, the team takes a deeper dive into the little changes you can make that will improve your overall health and get...
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Health and Wellness with Paris Heinen - Part 1
If you're like us, you spend a lot of time sitting at your desk.
This can take a toll on our bodies and minds, so we met with Paris Heinen, owner of Always On Your Side Coaching to talk about health and...
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Working with Attorneys
For accountants and bookkeepers who work in the legal field, working with attorneys is the name of the game!
But what is it really like working with attorneys?
In today's episode, the team shares what makes legal...
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FTC Compliance with Chris Farrell - Part 2
This week we continue our conversation with Chris Farrell from Liscio about the new FTC Safeguard rules.
Liscio is an excellent portal for keeping your files and client work safe and secure, we can't recommend it...
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FTC Compliance with Chris Farrell - Part 1
We are joined by Chris Farrell from Liscio in this two-part episode to talk about some very important information for accountants - the new FTC Safeguard rules.
How are you sharing information with your clients, and...
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Working with Legal Administrators
As a bookkeeper or accountant, how do you interact and work with the legal admins at your client's law firm?
A law firm's legal admin is your gateway to the law firm and they can be your best friend on your journey...
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Three-Way Reconciliation - What Is It?
Who knew three-way reconciliations could be such a lively topic?
The team walks us through what a three-way reconciliation is, and why they are so important for legal accounting.
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Accounting Conferences: Scaling New Heights
Next week Sarah and Lynda will be at Scaling New Heights in St. Louis and they hope to see you there!
The team takes the opportunity to talk about accounting conferences and why you should look into attending Scaling...
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