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How to Set Up and Keep Track of Your IOLTA

How to Set Up and Keep Track of Your IOLTA

When it comes to trust accounts, keeping a record of amounts, transactions, and details is necessary. However, they can be confusing and complex, especially for new lawyers or firms. That’s why it’s ideal for keeping track of individual client funds. If you’re...

5 Easy Steps to Set Up Your Legal Trust Accounts

5 Easy Steps to Set Up Your Legal Trust Accounts

You may have already heard about trust accounting when dealing with finances. We all know that a trust legally designates a trustee asset management of a grantor who is either deceased or incapacitated. Trust accounting, on the other hand, records both the trust’s...

The Benefits Of Working With A CPA

The Benefits Of Working With A CPA

No one likes paying taxes, but unfortunately, it's a necessary part of life. Fortunately, there are ways to minimize your tax liability and ensure you're only paying what you owe. One way to do this is working with a CPA. Certified Public Accountants  are experts in...

How to Keep Your Law Firm’s Financial Health

How to Keep Your Law Firm’s Financial Health

Sales can be a demanding profession, whether working in a law firm or any other type of business. It's essential to build relationships with potential clients and understand their needs. But it's also critical to close a sale and get the client to sign on the dotted...

How A Business Loan Can Help You Expand Your Firm

How A Business Loan Can Help You Expand Your Firm

A law firm can be an excellent investment for the entrepreneurial attorney. It can provide a steady income and help you grow your business. But, like any other business, a law firm requires capital. It is where a business loan comes in. A business loan is a loan that...

7 Tips for a Valid and Running Accountable Plan

7 Tips for a Valid and Running Accountable Plan

One of the many tax planning strategies we use with our clients id the use of an accountable plan. This allow the firm to provide reimbursements for employee’s business expenses without having to pay payroll taxes on the disbursements. To ensure you’re all set without...

I Help Attorneys Create Lasting Financial Wealth

I Help Attorneys Create Lasting Financial Wealth

Do you ever worry that you have made a serious financial mistake when it comes to running your legal practice? The truth is, a lot of the self-employed attorneys I talk with struggle with the business side of things. Making Both Teams to Score Predictions. This refers...

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