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Insights for Law Firms

Law Firm Operations

by

Paul W Carlson, CPA

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

In this video blog post, we outline a specialized process for utilizing a pipeline report to accurately forecast revenue and cash flow in contingency-based law firms.

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

How Much Should a Law Firm Spend on Marketing? A CFO's Perspective

Law Firm Operations

by

Paul W Carlson, CPA

How Much Should a Law Firm Spend on Marketing? A CFO's Perspective

Discover essential insights on how much law firms should allocate to their marketing budget to drive growth and maximize ROI.

Maximizing Law Firm Utilization, Realization, and Collection Rates

Law Firm Operations

by

Paul W Carlson, CPA

Maximizing Law Firm Utilization, Realization, and Collection Rates

Get expert insights on maximizing your law firm's financial performance through data-driven metrics and KPIs.

IOLTA Accounts: A Complete Guide for Law Firms

by

Paul W Carlson, CPA

IOLTA Accounts: A Complete Guide for Law Firms

Texas IOLTA Trust Account Recordkeeping Resources for Law Firms

by

Paul W Carlson, CPA

Texas IOLTA Trust Account Recordkeeping Resources for Law Firms

Guide to Texas IOLTA Trust Account Recordkeeping

6 Potential Consequences of Bad Bookkeeping for Businesses

by

Paul W Carlson, CPA

6 Potential Consequences of Bad Bookkeeping for Businesses

How Can Businesses Use Technology to Navigate Financial Uncertainty?

by

Paul W Carlson, CPA

How Can Businesses Use Technology to Navigate Financial Uncertainty?

8 Types of Financial Statements Every Business Should Know About

by

Paul W Carlson, CPA

8 Types of Financial Statements Every Business Should Know About

The Importance of Accurate and Timely Financial Statements for Businesses

by

Paul W Carlson, CPA

The Importance of Accurate and Timely Financial Statements for Businesses

10 Important KPIs Your Firm Should Be Monitoring

by

Paul W Carlson, CPA

10 Important KPIs Your Firm Should Be Monitoring

Advanced Client Costs for Contingency Matters are Capitalized as Loans and are Not Deductible Business Expenses

Law Firm Operations

by

Paul W Carlson, CPA

Advanced Client Costs for Contingency Matters are Capitalized as Loans and are Not Deductible Business Expenses

Review best practices in applying advanced client costs and keeping an accurate firm balance sheet.

Collections by Timekeeper for Actionstep Flat Fee Matters

by

Paul W Carlson, CPA

Collections by Timekeeper for Actionstep Flat Fee Matters

Collections by Timekeeper for Actionstep Flat Fee Matters

Advanced Client Cost Process for Immigration Firms - CosmoLex

by

Paul W Carlson, CPA

Advanced Client Cost Process for Immigration Firms - CosmoLex

Advanced Client Cost Process for Immigration Firms - CosmoLex

Immigration Law Firm - Complex Matter Accounting Example in Soluno

by

Paul W Carlson, CPA

Immigration Law Firm - Complex Matter Accounting Example in Soluno

Immigration Law Firm - Complex Matter Accounting Example in Soluno

MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments

by

Paul W Carlson, CPA

MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments

MyCase Payment Plans - Step 3 - Managing Payment Plan Balances and Payments

MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices

by

Paul W Carlson, CPA

MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices

MyCase Payment Plans - Step 2 - Create Payment Plans on Client Invoices

MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments

by

Paul W Carlson, CPA

MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments

MyCase Payment Plans - Step 1 - Quickly Collect Initial Client Credit Card Payments

MyCase Payment Plans - Introduction

by

Paul W Carlson, CPA

MyCase Payment Plans - Introduction

MyCase Payment Plans - Introduction

Lawmatics Weekly Lead Report

by

Paul W Carlson, CPA

Lawmatics Weekly Lead Report

Lawmatics Weekly Lead Report

Hourly Process for Flat Fees - Collected and Billable Reporting for Flat Fee Matters

by

Paul W Carlson, CPA

Hourly Process for Flat Fees - Collected and Billable Reporting for Flat Fee Matters

Hourly Process for Flat Fees - Collected and Billable Reporting for Flat Fee Matters

Weekly Billable Dollars Report from Cosmolex

by

Paul W Carlson, CPA

Weekly Billable Dollars Report from Cosmolex

Weekly Billable Dollars Report from Cosmolex

Law Firm CRM - Best practices, example reports, and example dashboards

by

Paul W Carlson, CPA

Law Firm CRM - Best practices, example reports, and example dashboards

Law Firm CRM - Best practices, example reports, and example dashboards

Immigration Law Firm Trust and Client Accounting in Soluno

by

Paul W Carlson, CPA

Immigration Law Firm Trust and Client Accounting in Soluno

Immigration Law Firm Trust and Client Accounting in Soluno

Gusto Payroll Process Using Time Tracking for Hourly Employees

by

Gusto Payroll Process Using Time Tracking for Hourly Employees

Gusto Payroll Process Using Time Tracking for Hourly Employees

Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker

by

Paul W Carlson, CPA

Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker

Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker

Soluno for Immigration Firms - High Volume IOLTA and Tracking Unearned Prepaid Flat Fees

by

Paul W Carlson, CPA

Soluno for Immigration Firms - High Volume IOLTA and Tracking Unearned Prepaid Flat Fees

Soluno for Immigration Firms - High Volume IOLTA and Tracking Unearned Prepaid Flat Fees

WIP and Net Client IOLTA Balances in MyCase - Part of our MyCase Hourly Firm Guide

by

Paul W Carlson, CPA

WIP and Net Client IOLTA Balances in MyCase - Part of our MyCase Hourly Firm Guide

WIP and Net Client IOLTA Balances in MyCase - Part of our MyCase Hourly Firm Guide

Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide

by

Paul W Carlson, CPA

Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide

Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide

Billable Dollars in MyCase - Part of our MyCase Hourly Firm Guide

by

Paul W Carlson, CPA

Billable Dollars in MyCase - Part of our MyCase Hourly Firm Guide

Billable Dollars in MyCase - Part of our MyCase Hourly Firm Guide

Leads by Lead Source

by

Paul W Carlson, CPA

Leads by Lead Source

Leads by Lead Source

Collections by Timekeeper with Flat Fees - Soluno

by

Paul W Carlson, CPA

Collections by Timekeeper with Flat Fees - Soluno

Collections by Timekeeper with Flat Fees - Soluno

Advanced Client Costs - Storing Vendor Invoices in Soluno

by

Paul W Carlson, CPA

Advanced Client Costs - Storing Vendor Invoices in Soluno

Advanced Client Costs - Storing Vendor Invoices in Soluno

Payment Plans - Invoice Options

by

Paul W Carlson, CPA

Payment Plans - Invoice Options

Payment Plans - Invoice Options

Soluno Income Statement

by

Paul W Carlson, CPA

Soluno Income Statement

Soluno Income Statement

Bank Account Balances and Activity in Soluno

by

Paul W Carlson, CPA

Bank Account Balances and Activity in Soluno

Bank Account Balances and Activity in Soluno

Weekly Billable Dollars Tracking

by

Paul W Carlson, CPA

Weekly Billable Dollars Tracking

Weekly Billable Dollars Tracking

Soluno Contingency Workflow Demo

by

Paul W Carlson, CPA

Soluno Contingency Workflow Demo

Soluno Contingency Workflow Demo

Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms

by

Paul W Carlson, CPA

Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms

Advanced Cost Workflow & Accounting System Permissions - Contingency Based Law Firms

Client Invoices for Contingency Matter Fees - Soluno

by

Paul W Carlson, CPA

Client Invoices for Contingency Matter Fees - Soluno

Client Invoices for Contingency Matter Fees - Soluno

Client Invoices for Contingency Matters - Advanced Costs - Soluno

by

Paul W Carlson, CPA

Client Invoices for Contingency Matters - Advanced Costs - Soluno

Client Invoices for Contingency Matters - Advanced Costs - Soluno

Client Costs Charged to Credit Cards - Soluno

by

Paul W Carlson, CPA

Client Costs Charged to Credit Cards - Soluno

Client Costs Charged to Credit Cards - Soluno

Paying Advanced Client Costs from Operating Bank Accounts - Soluno

by

Paul W Carlson, CPA

Paying Advanced Client Costs from Operating Bank Accounts - Soluno

Paying Advanced Client Costs from Operating Bank Accounts - Soluno

Activity Codes in Soluno

by

Paul W Carlson, CPA

Activity Codes in Soluno

Activity Codes in Soluno

Batch Check Print - Soluno

by

Paul W Carlson, CPA

Batch Check Print - Soluno

Batch Check Print - Soluno

Soluno Adding Checks to be Printed

by

Paul W Carlson, CPA

Soluno Adding Checks to be Printed

Soluno Adding Checks to be Printed

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

by

Paul W Carlson, CPA

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

Flat Fee Matter Management - Tracking Available Hours and Dollars

by

Paul W Carlson, CPA

Flat Fee Matter Management - Tracking Available Hours and Dollars

Flat Fee Matter Management - Tracking Available Hours and Dollars

Client Ledger Report in Soluno

by

Paul W Carlson, CPA

Client Ledger Report in Soluno

Client Ledger Report in Soluno

Single Matter Trust Ledger Report in Soluno

by

Paul W Carlson, CPA

Single Matter Trust Ledger Report in Soluno

Single Matter Trust Ledger Report in Soluno

Trust Deposits in Soluno

by

Paul W Carlson, CPA

Trust Deposits in Soluno

Trust Deposits in Soluno

Trust Receipts in Soluno

by

Paul W Carlson, CPA

Trust Receipts in Soluno

Trust Receipts in Soluno

Manual Trust Disbursements in Soluno

by

Paul W Carlson, CPA

Manual Trust Disbursements in Soluno

Manual Trust Disbursements in Soluno

Adding Files, Matters, & Cases in Soluno

by

Paul W Carlson, CPA

Adding Files, Matters, & Cases in Soluno

Adding Files, Matters, & Cases in Soluno

Adding Contacts in Soluno

by

Paul W Carlson, CPA

Adding Contacts in Soluno

Adding Contacts in Soluno

Prepaid Flat Fees - Tracking Individual Timekeeper Collections and Balance of Outstanding Work

by

Paul W Carlson, CPA

Prepaid Flat Fees - Tracking Individual Timekeeper Collections and Balance of Outstanding Work

Prepaid Flat Fees - Tracking Individual Timekeeper Collections and Balance of Outstanding Work

Collections by Employee with Flat Fees Actionstep

by

Paul W Carlson, CPA

Collections by Employee with Flat Fees Actionstep

Collections by Employee with Flat Fees Actionstep

Create and Edit Budgets in QuickBooks Online

by

Paul W Carlson, CPA

Create and Edit Budgets in QuickBooks Online

Create and Edit Budgets in QuickBooks Online

Budget Overview Report in QuickBooks Online

by

Paul W Carlson, CPA

Budget Overview Report in QuickBooks Online

Budget Overview Report in QuickBooks Online

Lead Source Report

by

Paul W Carlson, CPA

Lead Source Report

Lead Source Report

Referral Partner Tracking and Scoring

by

Paul W Carlson, CPA

Referral Partner Tracking and Scoring

Referral Partner Tracking and Scoring

Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks

by

Paul W Carlson, CPA

Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks

Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks

Law Firm Payroll - Payroll Frequency and Paycheck Timing

by

Paul W Carlson, CPA

Law Firm Payroll - Payroll Frequency and Paycheck Timing

Law Firm Payroll - Payroll Frequency and Paycheck Timing

Pipedrive for Law Firms

by

Paul W Carlson, CPA

Pipedrive for Law Firms

Pipedrive for Law Firms

CosmoLex Invoice Process - Create Invoice, Apply IOLTA, Email

by

Paul W Carlson, CPA

CosmoLex Invoice Process - Create Invoice, Apply IOLTA, Email

CosmoLex Invoice Process - Create Invoice, Apply IOLTA, Email

CosmoLex Time and Expense Entries and Activity Reports

by

Paul W Carlson, CPA

CosmoLex Time and Expense Entries and Activity Reports

CosmoLex Time and Expense Entries and Activity Reports

CosmoLex Adding Clients, Matters, and IOLTA Deposits

by

Paul W Carlson, CPA

CosmoLex Adding Clients, Matters, and IOLTA Deposits

CosmoLex Adding Clients, Matters, and IOLTA Deposits

CosmoLex Users, Timekeepers, and Default Billing Rates

by

Paul W Carlson, CPA

CosmoLex Users, Timekeepers, and Default Billing Rates

CosmoLex Users, Timekeepers, and Default Billing Rates

CosmoLex - Client IOLTA Reporting - Immigration Law

by

Paul W Carlson, CPA

CosmoLex - Client IOLTA Reporting - Immigration Law

CosmoLex - Client IOLTA Reporting - Immigration Law

CosmoLex - Filing Fees from IOLTA - Immigration Law

by

Paul W Carlson, CPA

CosmoLex - Filing Fees from IOLTA - Immigration Law

CosmoLex - Filing Fees from IOLTA - Immigration Law

CosmoLex - Invoice Payments - Immigration Law

by

Paul W Carlson, CPA

CosmoLex - Invoice Payments - Immigration Law

CosmoLex - IOLTA Deposit - Immigration Law

by

Paul W Carlson, CPA

CosmoLex - IOLTA Deposit - Immigration Law

CosmoLex - IOLTA Deposit - Immigration Law

CosmoLex - Create Client, Matter, and Flat Fee Invoice - Immigration Law

by

Paul W Carlson, CPA

CosmoLex - Create Client, Matter, and Flat Fee Invoice - Immigration Law

CosmoLex - Create Client, Matter, and Flat Fee Invoice - Immigration Law

CosmoLex Case Study - Immigration Law Practice Management and Accounting Systems

by

Paul W Carlson, CPA

CosmoLex Case Study - Immigration Law Practice Management and Accounting Systems

CosmoLex Case Study - Immigration Law Practice Management and Accounting Systems

CosmoLex Intro - Immigration Law Practice Management and Accounting Systems

by

Paul W Carlson, CPA

CosmoLex Intro - Immigration Law Practice Management and Accounting Systems

CosmoLex Intro - Immigration Law Practice Management and Accounting Systems

IOLTA Trust Account Reconciliation Checklist

by

Paul W Carlson, CPA

IOLTA Trust Account Reconciliation Checklist

IOLTA Trust Account Reconciliation Checklist

Example IOLTA Trust Account Reconciliation

by

Paul W Carlson, CPA

Example IOLTA Trust Account Reconciliation

Example IOLTA Trust Account Reconciliation

Client Balances and Accounts Receivable IOLTA Draws

by

Paul W Carlson, CPA

Client Balances and Accounts Receivable IOLTA Draws

Learn the best way to standardize your billing process to avoid unpaid balances from customers.

Weekly Billable Dollar Report from Clio

by

Paul W Carlson, CPA

Weekly Billable Dollar Report from Clio

Weekly Billable Dollar Report from Clio

Matter Balance Summary Report - Manage Clio IOLTA Balances

by

Paul W Carlson, CPA

Matter Balance Summary Report - Manage Clio IOLTA Balances

Matter Balance Summary Report - Manage Clio IOLTA Balances

Manage Client Trust Balances with Clio Matter Balance Summary Report

by

Paul W Carlson, CPA

Manage Client Trust Balances with Clio Matter Balance Summary Report

Manage Client Trust Balances with Clio Matter Balance Summary Report

Leads Report from Clio Grow - Introduction

by

Paul W Carlson, CPA

Leads Report from Clio Grow - Introduction

Leads Report from Clio Grow - Introduction

Leads Report from Clio Grow - Custom Fields

by

Paul W Carlson, CPA

Leads Report from Clio Grow - Custom Fields

Leads Report from Clio Grow - Custom Fields

Leads Report from Clio Grow - Creating Report in Excel

by

Leads Report from Clio Grow - Creating Report in Excel

Leads Report from Clio Grow - Creating Report in Excel

Flat Fee Immigration Invoices in Clio - Step 2 - Apply IOLTA Funds

by

Paul W Carlson, CPA

Flat Fee Immigration Invoices in Clio - Step 2 - Apply IOLTA Funds

Dive into step two of the flat fee invoice process, applying IOLTA funds.

Flat Fee Immigration Invoices in Clio - Step 1 - Client Intake

by

Paul W Carlson, CPA

Flat Fee Immigration Invoices in Clio - Step 1 - Client Intake

Review the first step in preparing flat-fee immigration invoices and recording the IOLTA deposit.

Clio Subcontractor Billing Process

by

Paul W Carlson, CPA

Clio Subcontractor Billing Process

Learn how to stay up to date with subcontractors in Clio.

Clio Prepaid Flat Fee Process - Matter, Invoice, and Payment

by

Paul W Carlson, CPA

Clio Prepaid Flat Fee Process - Matter, Invoice, and Payment

Generate an invoice within Clio for prepaid flat fees.

Clio Matter Budgets - Summary Management Report

by

Paul W Carlson, CPA

Clio Matter Budgets - Summary Management Report

Learn how to use Excel to make your budget summary report.

Clio Matter Budgets - Options and Example Management Report

by

Paul W Carlson, CPA

Clio Matter Budgets - Options and Example Management Report

Review the options available to run budget reports.

Clio IOLTA Daily or Weekly Review

by

Paul W Carlson, CPA

Clio IOLTA Daily or Weekly Review

Keeping Clio trust account balances updated and correct throughout the month.

Clio Consultation Invoices and Payments

by

Paul W Carlson, CPA

Clio Consultation Invoices and Payments

Learn how to create a consultation invoice and payment within Clio.

Billable Dollars from Clio

by

Paul W Carlson, CPA

Billable Dollars from Clio

Implement best practices in pulling a Billable Dollars report from Clio.

Aggregate IOLTA Draws in Clio

by

Paul W Carlson, CPA

Aggregate IOLTA Draws in Clio

Making IOLTA trust account draws.

Billing Rates in Clio

by

Paul W Carlson, CPA

Billing Rates in Clio

Join us in learning how to set and edit billing rates in Clio.

Creating Client Invoices in Clio

by

Paul W Carlson, CPA

Creating Client Invoices in Clio

Walk through best practices in sending client invoices while using Clio.

Billable and Collected Time in Clio

by

Paul W Carlson, CPA

Billable and Collected Time in Clio

Learn the ins and outs of calculating billable hours and running related reports.

Clio Trust Requests for Retainers or Advance Fees

by

Paul W Carlson, CPA

Clio Trust Requests for Retainers or Advance Fees

Join us in learning about the best way to request advance retainers using Clio.

How to schedule EIDL loan payments from Pay.gov

Law Firm Operations

by

Paul W Carlson, CPA

How to schedule EIDL loan payments from Pay.gov

Learn the ins and outs of scheduling your EIDL loan payments on Pay.gov with our straightforward guide, designed to simplify your repayment journey.

Check your EIDL loan balance, next payment due date, and payment allocation to interest and principal

Law Firm Operations

by

Paul W Carlson, CPA

Check your EIDL loan balance, next payment due date, and payment allocation to interest and principal

In this video post, we guide you through using the SBA Capital Access Financial System website to keep tabs on your EIDL loan, including how to check your next payment due date, outstanding loan balance, and how your payments are allocated between interest and principal.

Right Number in the Right Box - Employee Evaluations

Law Firm Operations

by

Paul W Carlson, CPA

Right Number in the Right Box - Employee Evaluations

In our latest blog post, Steve Parker, CPA, demystifies the employee evaluation process by explaining what the accuracy and speed of numerical data entry can reveal about an employee's competence and fit for your company.

Prepaid Flat Fees - Tracking individual timekeeper collections and balance of outstanding work

Law Firm Operations

by

Paul W Carlson, CPA

Prepaid Flat Fees - Tracking individual timekeeper collections and balance of outstanding work

Managing prepaid flat fees requires meticulous tracking, not just of the funds themselves, but also of individual timekeeper collections and the balance of outstanding work to be completed.