Episodi

  • You have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know before you get started?

    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 [email protected] 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.

  • Setting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset!

    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 [email protected] 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.

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  • In this episode, we explore the critical role accountants play in the success of law firms.

    We take a look at the financial management challenges faced by law firms, the unique value accountants bring to the table, and tips for effectively collaborating with financial professionals to enhance your firm's financial health.  

    Timestamps:  

    [02:45] The Role of an Accountant in a Law Firm  

    [07:30] Financial Challenges Unique to Law Firms  

    [12:15] The Strategic Value of Accountants  

    [18:00] Collaboration Between Lawyers and Accountants  

    [22:35] Case Studies: Success Stories  

    [28:40] Choosing the Right Accountant for Your Firm

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    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 [email protected] 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!

    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 today's episode, we look at all the things we wish we had known when we were first getting started in the legal accounting niche. If you are working with your first attorney client, or you think that attorneys might be your ideal client, this is the episode or you!

    Join us on our trust compliance journey with this map! 

    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 [email protected] 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!

    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.

  • Sometimes it happens... you and your attorney client just have to part ways.

    This can be a difficult process to navigate, but we are here to talk your through it!

    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 [email protected] 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!

    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, we dive into the complexities of trust compliance across different states in the U.S.

    Join us as we look at key regulations, the differences in compliance requirements, and the importance of understanding state-specific laws when managing trusts.

    Join us on our trust compliance journey with this map! 

    Timestamps:

    [03:15] Understanding Trust Compliance

    [08:45] Key Differences Between States

    [14:30] Common Challenges in Compliance

    [19:50] Best Practices Tips and strategies for ensuring compliance, including the importance of consulting legal professionals and staying updated with state regulations.

    [24:10] Case Study: Trust Compliance in California vs. Florida

    [30:00] Legal Implications of Non-Compliance

    [35:25] Resources for Staying Informed

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    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 [email protected] 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!

    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.

  • It can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most beneficial decision for your firm.

    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 [email protected] 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.

  • The three-way reconciliation is a cornerstone of legal accounting, as it ensures accuracy and compliance of client trust accounts.

    It can be complicated to master and complicated to explain to our attorney clients. So we thought it was time we revisit this crucial process.

    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 [email protected] 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.

  • This episode is all about growing your legal accounting business through marketing strategies. How do you start, and where should your focus be? Lynda and Steve walk your through all that they have learned!

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    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 [email protected] 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.

  • We recently talked about all the ins and outs of choosing practice management software for your firm, but we wanted to invite the CEO of one of our favorite companies, Financial Cents to join us to talk about his company and practice management.

    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 [email protected] 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.

  • Which financial statements are essential for a law firm to review with their accountant? We're here to help save you time and get all your data in order!

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    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 [email protected] 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.

  • "I need to wear nice shoes to court... can I write them off on my taxes?"

    We are sure you have all been asked some level of this question (or even wanted to ask, yourself).

    How do you navigate necessary expenses for attorneys and law firms? We look into this and more this week!

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    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 [email protected] 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.

  • Who's ready for more Tax Talk?!

    Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.

    Set yourself and your firm up for success by preparing for 1099 season early!

    CPA Transformation Podcast

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    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 [email protected] 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.

  • Everyone's favorite topic.... 1099's!

    We aren't trying to scare you with bringing up tax time, but we all know it's best to be prepared when it comes to 1099's for law firms.

    So we invited Jeffrey Cronin, Chief Strategy Officer of Zenwork to discuss all things 1099 with us. Trust us, if you love or hate tax time, this is not one you want to miss!

    Check out Jeff's podcast: CPA Transformation Podcast

    Lynda's Episode! Picking Accounting Niche: The Symbiosis of Growth & Tech in Law Accounting

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    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 [email protected] 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.

  • How do you keep your employees engaged, productive, and satisfied at your firm?

    The team walks you through how to best motivate your employees through bonuses and incentives.

    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 [email protected] 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!

    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.

  • As accountants, we work very closely with our clients banks, and we want to keep everyone's data as safe and secure as possible. So we invited banking professional Bryan Lawrence to chat with us about avoiding fraud and keeping your banking practices above board.

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    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 [email protected] 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.

  • Choosing the right practice management software for a legal practice can be a daunting task. There are a lot of factors to consider and a lot of programs to look at.

    But don't worry, we are here to walk you through it all!

    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 [email protected] 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.

  • We are happy to have Les and Mark, from Silver Oak Wealth Planning, back on the podcast with us!

    On this episode they help us take a look at all the ways you can add value to your firm for the future!

    Silver Oak Wealth Planning at Maia Wealth

    To schedule a 30-minute Zoom conversation, please contact Mark Candler with two times that work well for you. [email protected] 303-717-0839

    Or you can schedule easily using this link.

    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 [email protected] 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.

  • As your accounting firm begins to grow, you will suddenly find yourself with a team looking to you as their leader. In today's episode, our team will walk you through how to manage your team.

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    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 [email protected] 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.

  • We continue our series where we look into the details of accounting for various legal practices by exploring accounting for civil rights law with Paula Greisen.

    Content Warning: This episode does contain a breif description of sexual assault, which we know may be upsetting some listeners. If you wish to skip this, feel free to skip from 10:40 to 11:05.

    Paula Greisen has dedicated her entire legal career to vindicating her clients’ civil rights. Her practice focuses on all aspects of employment discrimination, the advancement and protection of LGTBQ rights, and government abuse of power cases. She has successfully represented a wide variety of clients against some of the biggest companies and law firms in this country, as well as the local, state, and federal governments, fighting aggressively for her clients when their civil rights have been violated.

    Paula has been repeatedly recognized in The Best Lawyers in America, as a “SuperLawyer” in Colorado, and as a “Top lawyer” in Denver. She has also been recognized as a “Top 50 Women Lawyers in Colorado” by 5280 Magazine and has won numerous awards, including the Colorado Trial Lawyers Association “Case of the Year” award for her representation of over 3000 people with disabilities who were incarcerated in inhumane conditions. She has represented a range of clients – including the waitresses who had their wages stolen to top executives of Fortune 500 companies. Paula is regularly asked to teach various employment and civil rights issues and is regularly consulted as an expert on civil rights issues.

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    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 [email protected] 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.