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.

In this episode Sarah and Steve team up with assistant and guest, Teaira, to tackle a topic every modern professional should master: how to build an authentic, effective online presence.

They share actionable strategies for:
✅ Clarifying your brand messaging
✅ Choosing the right platforms
✅ Leveraging social media with intention
✅ Using AI tools to streamline content creation
✅ Humanizing your brand and building trust online

From overcoming the fear of visibility to managing your content workload without burning out, this episode is packed with insights for accountants, bookkeepers, and attorneys ready to grow their influence online—without losing their minds (or their weekends).

Start small, stay consistent, and show up as you—we’ll show you how.

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00:27 Building a Strong Online Presence
01:22 Clarifying Your Brand Message
01:54 Choosing Your Online Platforms
02:23 Consistency and Content Creation
04:07 Humanizing Your Online Presence
05:30 The Importance of Authenticity
10:51 Overcoming the Daunting Start
13:49 Personal Stories and Examples
14:44 Being Yourself Online
17:50 Starting Your Message: Where to Begin?
18:15 Addressing Client Questions
20:15 Building an Online Presence
22:59 Utilizing AI and Tools for Content Creation
25:44 Engaging with Your Audience
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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!

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 the Key Performance Indicators (KPIs) every law firm should be tracking, sharing practical, actionable insights on metrics that drive real growth — from new client acquisition and retention to financial performance, productivity, and efficiency.

Whether you're running a solo practice or managing a growing legal team, this episode breaks down how to implement, track, and leverage KPIs to improve your firm’s profitability, client satisfaction, and long-term success.

Ready to turn numbers into strategy? Tune in and start measuring what matters most.

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01:43 Introduction to KPIs for Legal Practices
03:18 Client Development and Growth KPIs
06:44 Client Retention and Referral Strategies
14:59 Efficiency and Productivity KPIs
17:48 Tracking Time and Email Management
18:47 Implementing Metrics with Chart Software
20:39 Key Performance Indicators (KPIs) in Law Firms
23:37 Employee and Client Satisfaction Metrics
25:08 Visualizing and Implementing KPIs
29:10 Celebrating KPI Successes
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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!

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.