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Week 2-3 Mentorship program at QB Community Live! on FB with Rossana Laib

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Week 2-3 Mentorship program at QB Community Live! on FB with Rossana Laib

Well, weeks 2 and 3 were combined here for clarity's sake.  This week(s) we talk setting up a law firm account using LeanLaw and QuickBooks.  Contrary to popular belief, QuickBooks and especially QuickBooks Online Advanced is a great platform for working with attorneys.  

 

My company's specialty is working with law firms.  Especially the larger ones.  I love the app, LeanLaw, for a timekeeping tool.  It seamlessly integrates with QBO.  We also talk about trust accounting.

 

https://youtu.be/CD1zooNDH9g

Interested in mentorship? Join our Facebook group.

 

Lynda Artesani Bookkeeping and Matthew @ParkwayInc 

QB Community Live! on Facebook

 

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Re: Week 2-3 Mentorship program at QB Community Live! on FB with Rossana Laib

As discussed in week 1's session with Rossana, this mentoring session is around effectively working with attorneys.  This week Lynda takes us through a demo of LeanLaw.  LeanLaw is the #1 QBO billing software for attorneys.  

She shows us all around LeanLaw settings and how to set up the integration with QuickBooks Online.

 

I was so impressed with the section around the invoice trust notice retainer breakdown.  Tracking client retainers is an area that can drive some time-consuming processes.  LeanLaw has simplified it for us.  I can see why Lynda recommends this app!

 

Thanks again @lynda for showing us around LeanLaw!  I am looking forward to seeing the

workflows next time around. 

 

Until then, have a very Happy Thanksgiving everyone!

View solution in original post

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Moderator

Re: Week 2-3 Mentorship program at QB Community Live! on FB with Rossana Laib

As discussed in week 1's session with Rossana, this mentoring session is around effectively working with attorneys.  This week Lynda takes us through a demo of LeanLaw.  LeanLaw is the #1 QBO billing software for attorneys.  

She shows us all around LeanLaw settings and how to set up the integration with QuickBooks Online.

 

I was so impressed with the section around the invoice trust notice retainer breakdown.  Tracking client retainers is an area that can drive some time-consuming processes.  LeanLaw has simplified it for us.  I can see why Lynda recommends this app!

 

Thanks again @lynda for showing us around LeanLaw!  I am looking forward to seeing the

workflows next time around. 

 

Until then, have a very Happy Thanksgiving everyone!

View solution in original post

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