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Tax season stress, shoebox clients, and outdated spreadsheets—oh my!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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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.