Hey there, and welcome back to The Accountants Law Pod! Our team is taking a short summer break to rest, recharge, and maybe enjoy a few umbrella drinks. In the meantime, we're revisiting some of our most-loved episodes in this special Best Of series. Whether you're hearing it for the first time or diving back in for a refresher, we hope you enjoy—and we’ll be back with brand new episodes soon!

Tax season stress, shoebox clients, and outdated spreadsheets—oh my! In this Best Of episode, we dive into how accounting pros can transform legal practices with smarter workflows, trust compliance, and tech-driven efficiency. Tune in to learn how specialized support leads to streamlined operations, better goal-setting, and real cost savings for law firms.

01:54 Revolutionizing Legal Accounting
04:36 The Importance of Goal Setting
06:32 Operational Tweaks and Efficiency
07:56 Specialized Accounting for Law Firms
12:33 Compliance and Trust Accounts
14:36 Reconciling Trust Accounts
14:53 Software and Spreadsheets
15:36 Handling Client Costs
16:46 Entity Structure and Tax Strategies
20:03 Specialized Workflows for Law Firms
22:26 Embracing Technology and Automation

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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.

In this episode, Sarah and Steve dive into one of the most critical (and often overlooked) tools for fraud prevention in law firms: Positive Pay. Sarah and Steven take the reins and get real about the risks law firms face and how Positive Pay can serve as a financial fortress.

They unpack the benefits, challenges, and day-to-day realities of implementing Positive Pay, especially when managing both operating and trust accounts. From the importance of data accuracy to working hand-in-hand with your bank, this episode sheds light on how a little extra effort can lead to major cost savings and stronger financial security.

Whether you're new to the concept or looking to tighten up your internal controls, this conversation is packed with practical insights and straight talk about keeping your clients' funds—and your firm—safe.

03:13 Managing Positive Pay for Law Firms
05:51 ACH and Check Fraud Prevention
08:38 Practical Tips and Real-Life Examples
21:29 Workflow and Security Protocols

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.

What’s the secret to a law firm that thrives—not just survives? In this episode, we sit down with industry veterans Roxanne Jensen and Bill Horton from EvolveLaw to tackle the big-picture strategy behind successful firms. From rate setting to succession planning, AI to annual bonuses, this conversation is packed with hard-won wisdom and forward-thinking advice.

Whether you're a managing partner or a bookkeeper supporting one, this episode will change the way you think about law firm growth.

00:22 Guest Introductions: Roxanne Jensen and Bill Horton
00:52 Roxanne's Journey in Law and Consulting
01:48 Bill's Career Path from CPA to Consultant
03:01 How Roxanne and Bill Joined Forces
05:00 Challenges and Strategies in Law Firm Management
08:58 Importance of Business Planning in Law Firms
11:51 Raising Billing Rates: A Key to Revenue Growth
17:18 Client Feedback and Rate Tolerance
18:37 Recruitment and Retention in Law Firms
21:25 Strategic Planning and Profitability Measures
30:31 Succession Planning and Sustainability
32:58 The Pain of Annual Bonuses
33:29 Strategic Planning for Bonuses
33:53 Importance of Objective Data
34:21 Succession Planning Challenges
37:31 Organic Growth vs. Lateral Hires
38:39 Brand Transition in Succession
44:38 Disruptors and Future Planning
45:18 The Role of Strategic CFOs and COOs
54:20 Tailored Consulting Services

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.