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 From ditching outdated desktop systems to embracing modern, cloud-based tools like QuickBooks Online and Clio, this conversation is packed with insights on how to transform your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 improved security, workflow efficiency, and greater financial visibility—and don’t shy away from the challenges like software costs and resistance to change. With an eye toward the future, we also discuss how AI is reshaping accounting and legal tech.

Whether you’re just starting to explore cloud solutions or looking to refine your current setup, this episode offers practical advice on choosing the right tools to streamline operations and support long-term growth.

Tune in and learn how to work smarter, not harder.

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00:29 Discussing Cloud Accounting
01:47 Challenges and Benefits of Cloud Accounting
03:26 Cost Implications and Software Choices
05:26 Global Business and Technology Integration
07:54 Adapting to New Technologies
10:45 Evaluating and Implementing Software
14:00 Client-Specific Software Solutions
18:17 Understanding Law Firm Technology
19:00 Resistance to Change in Technology
21:17 Benefits of Legal-Specific Software
23:34 Integration and Efficiency
26:48 Modernizing Law Firms
31:56 Nostalgia and Modern Communication
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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 info@accountantslawpod.com 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.

🎉 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
Aligning internal and external firm communication
Smart marketing budgets for law firms
Empathy, client experience, and why messaging matters

Whether you're a legal professional, bookkeeper, or marketer, this episode delivers practical tips and real-life examples to elevate your strategy and strengthen your brand.

00:34 Introducing Special Guest: Matt Plavnick
02:18 Matt Plavnick's Journey into Legal Marketing
06:53 Challenges and Strategies in Legal Marketing
18:04 Budgeting and Marketing Investments for Law Firms
25:40 Client Acquisition and Tracking
28:25 Marketing While Serving Clients
28:40 Working with Marketing-Savvy Clients
29:37 Avoiding Transactional Relationships
32:25 Challenges of Junior Partners
33:28 Fine-Tuning Marketing Strategies
37:21 The Importance of Follow-Up
49:24 Balancing Autonomy and Management
50:17 Recognizing and Celebrating Team Efforts
50:58 Parallel Insights in Marketing and Accounting

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 info@accountantslawpod.com 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 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 attorney financial education is non-negotiable

Tips for turning numbers into actionable insights

The power of personalized coaching for legal bookkeeping

Whether you're a firm owner or a finance pro in the legal space, this episode is packed with real-world strategies to help you make sense of your numbers—and use them to grow.

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02:09 Deep Dive into Key Financial Statements
03:48 Tailoring Financial Reports for Different Clients
07:40 The Role of Coaches and Understanding Reports
13:30 Tracking Marketing and Advertising Effectiveness
15:20 Understanding Client Billing and Workflow
16:07 Identifying and Correcting Financial Discrepancies
16:40 The Importance of Accurate Financial Tracking
18:08 Navigating QuickBooks and Hidden Costs
19:54 Educating Clients on Financial Statements
23:26 The Value of Detailed Financial Reports
26:52 Tailored Pricing and Client Relationships
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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 info@accountantslawpod.com 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.