🌟🌟🌟🌟🌟 I'm thrilled to receive such a wonderful recommendation from a satisfied client! Ensuring compliance with the California State Bar Rules for client trust accounting is a critical task, and I'm glad I could provide the expertise and quality service needed. Your trust in my services means the world to me. Thank you for your kind words and trust in my experience! For more information or to discuss how I can help with your 𝐭𝐫𝐮𝐬𝐭 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 needs, feel free to contact me. Let's ensure your practice stays compliant and financially healthy! 🌟
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There are 3 areas in your financial reporting that will help you make informed decisions: ➡️ Timeliness Getting reports months late is not helpful in actively managing your finances and using that data for decision-making. ➡️ Accuracy This is also a common concern amongst our potential clients. My experience is that if something does not seem correct to you, it probably is not. We ran the numbers and 96 percent of our new clients had incorrect accounting in their financial statements. ➡️ Relevance I work with clients to determine how they prefer to see their financial data. Are you a big picture person that prefers more of an executive summary format with the details available if you want to dig into them? Or are you the detailed type that prefers to dig in and analyze? Maybe you fit somewhere in the middle. Take some time to figure this out and be open with your accounting professional about your preferences. If you want to learn more about this, you can grab a copy of my book! Click here: https://lnkd.in/eevRhkAg #womeninbusiness #lawyers #accountingservices #financialliteracy #accountant #womenownedbusiness #accounting #colorado #financialgoals #accountingfirm #virtualaccountant #virtualaccountingfirm #bookkeepingservices
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Ever feel like one mistake in trust accounting could blow up your entire firm? Trust accounting rules are complex, and a single misstep can lead to serious consequences – fines, audits, even malpractice claims. But what if there was a way to ensure your trust accounting is bulletproof? This on-demand webinar is your secret weapon. We'll break down trust accounting into bite-sized pieces, showing you the trust accounting basics you need to know, sneaky mistakes stealing your money, and how to make trust accouning a breeze. Don't let trust accounting be a ticking time bomb in your firm. Get the knowledge and tools you need to achieve peace of mind. Join us! 👉 https://hubs.ly/Q02wSSQ60
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The book has arrived and given value 3 days after it was published! 🤩🎉 Buy your copy here ➡️ https://lnkd.in/eevRhkAg #bookrecommendations #accountant #accounting #lawfirms
Keys to the Kingdom — The simple strategy for taking control of your law firm's finances to unlock wealth and help you build your dream life
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Have you ever found yourself feeling overwhelmed or intimidated when setting financial goals for your law firm? You're not alone. Financial goal setting can be tricky, and it's easy to feel lost. But here's the good news: by understanding some key principles and strategies, you can set up effective and achievable financial goals for your firm. Start by setting SMART goals – that is, specific, measurable, attainable, realistic and time-bound objectives. Then, create a plan with actionable steps to achieve each goal. Don't forget to include an accountability system so that you can track progress and stay motivated! To further enhance your financial goal setting process, consider incorporating budgeting tactics into your strategy as well. Establish a budget for each project that outlines precisely how much money should be allocated towards each task and how it will be tracked over time. Budgeting helps keep costs in check while providing insights about the viability of projects before committing any resources to them. With the right mix of strategy and dedication, successful financial goal setting is within reach – and before you know it, you will have built your kingdom into an empire! You can also grab a copy of my new book "Keys to the Kingdom" where I've packed in all of the valuable knowledge and insider tips you need to manage the financial side of running a successful law firm. Grab a copy here: https://lnkd.in/eevRhkAg #accounting #goals #businesstips #financialgoals
Keys to the Kingdom — The simple strategy for taking control of your law firm's finances to unlock wealth and help you build your dream life
amazon.com
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Some advice just never gets old. “Trust is the glue of life.” —Stephen Covey This was true 22 years ago, and it’s still true today. Building relationships based on trust and integrity is crucial in accounting. Contact us for a free, no-obligation discovery call. 📞💼 #TrustInAccounting #charteredcertifiedaccountant #accountant #businessowner
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𝗜𝗻𝘁𝗲𝗴𝗿𝗶𝘁𝘆 𝗶𝘀 𝘃𝗶𝘁𝗮𝗹 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗽𝗲𝗲𝗿𝘀, 𝗰𝗼𝗹𝗹𝗲𝗮𝗴𝘂𝗲𝘀 𝗮𝗻𝗱 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 🤝 The appearance of integrity is easy to show, but actual integrity is key and can only be achieved if the core values, not just professional values, are upheld ✨ Find solutions to your accounting challenges 🔽 https://lnkd.in/eHz2N-kW
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The rain hammered against the window, mirroring the storm brewing inside Amelia. Her desk, once a battlefield of victories, was now a graveyard of invoices and receipts. The fluorescent lights cast a sickly glow on the mountain of paperwork - a silent scream for help. You're a lawyer, a master of the courtroom, a champion for your clients. But when it comes to your firm's finances, are you feeling lost at sea? Be like Amelia, when with that initial hesitant click, she entered an on-demand webinar that washed a wave of relief over her. THIS was her solution. This is YOUR solution too, to discover your life raft in the world of law. Join us! 👉 https://bit.ly/4bxCQIY
Webinar - Finance Uncomplicated: CosmoLex Turns Your Practice Into a Powerhouse
go.cosmolex.com
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The rain hammered against the window, mirroring the storm brewing inside Amelia. Her desk, once a battlefield of victories, was now a graveyard of invoices and receipts. The fluorescent lights cast a sickly glow on the mountain of paperwork - a silent scream for help. You're a lawyer, a master of the courtroom, a champion for your clients. But when it comes to your firm's finances, are you feeling lost at sea? Be like Amelia, when with that initial hesitant click, she entered an on-demand webinar that washed a wave of relief over her. THIS was her solution. This is YOUR solution too, to discover your life raft in the world of law. Join us! 👉 https://bit.ly/4bxCQIY
Webinar - Finance Uncomplicated: CosmoLex Turns Your Practice Into a Powerhouse
go.cosmolex.com
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The rain hammered against the window, mirroring the storm brewing inside Amelia. Her desk, once a battlefield of victories, was now a graveyard of invoices and receipts. The fluorescent lights cast a sickly glow on the mountain of paperwork - a silent scream for help. You're a lawyer, a master of the courtroom, a champion for your clients. But when it comes to your firm's finances, are you feeling lost at sea? Be like Amelia, when with that initial hesitant click, she entered an on-demand webinar that washed a wave of relief over her. THIS was her solution. This is YOUR solution too, to discover your life raft in the world of law. Join us! 👉 https://bit.ly/4bxCQIY
Webinar - Finance Uncomplicated: CosmoLex Turns Your Practice Into a Powerhouse
go.cosmolex.com
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