Start Prepping Now for Year-End Payroll

Written by Peggy Gruenke on November 18, 2024

Now that we are officially in 4th Quarter, its time to start preparing for year-end. This can be a busy time for everyone, from holidays to tax preparation, and especially payroll and HR considerations. Below are a few payroll related year end items to think about and some relevant deadlines to be aware of before […]

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Harness Your Momentum: Clio Cloud Conference Key Takeaways – Part 2

Written by Peggy Gruenke on October 22, 2024

At this year’s Clio Cloud Conference, AI was a prominent theme (we touched on this in part 1 of this series), but we also got a sneak peek at some new and exciting features that are coming to Clio. At this year’s Clio Partner Summit, not only did our team get an advanced look into […]

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Harness Your Momentum: Clio Cloud Conference Key Takeaways – Part 1

Written by Peggy Gruenke on October 17, 2024

Clio’s Cloud Conference just wrapped up, and it was a time of excitement and reflection. Two main themes shaped the event: Harnessing your momentum Artificial intelligence is here And while AI might not have been on the ClioCon signs, it was abundantly clear to all attendees that AI is here and ready for the legal […]

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What’s in Your Bookkeeping Closet?

Written by Peggy Gruenke on July 19, 2024

Accuracy in bookkeeping is a meditation of what’s happening in everyday life. If your books are a “mess,” it’s often an indicator of disorganization in your processes and procedures. You may: Lack the resources to manage your books properly Need to integrate processes to keep your books accurate Want to invest in state-of-the-art tools to […]

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Law Firm Accounting: The Basics

Written by Peggy Gruenke on June 25, 2024

While Law firms must follow strict compliance and ethics rules for trust management, the rest of their business is pretty simple and straightforward.  The accounting basics can help you track revenue and expenditures, better manage your time, and find key areas of your business that you can improve on.  Accounting requirements for law firms are […]

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Six-Month Review: Looking Back and Looking Forward

Written by Peggy Gruenke on June 25, 2024

Six months is a long time, but it comes and goes so quickly. Yesterday, it seemed like the year was just starting and firms were setting goals for the year. Now we’re here at the halfway mark, and it’s time for a six-month review.  You should be looking back and forward to see what:  Went […]

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Bank Fraud Protect Your $$$ – Six Key Practices from Cybersecurity Experts

Written by Peggy Gruenke on May 20, 2024

Cybersecurity threats are growing across the board, but bank fraud remains one of the most devastating threats for businesses and individuals alike. Banking and financial transactions have shifted to the digital sphere, and hackers have taken notice. Deceptive techniques like spoofing, in which cybercriminals trick individuals into divulging sensitive information, have been rising for years, […]

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Alternative Fee Arrangements for Law Firms

Written by Peggy Gruenke on April 4, 2024

Millions of low-income Americans can’t resolve legal issues because they lack the resources to pursue them. Alternative fee arrangements for law firms allow you to better serve clients and the community by opening services to those who may not have the means to pay for services upfront. Law firms can add value to their clients […]

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Beyond the Rates & Fees: Choosing the Right Banking Partner for your Business

Written by Peggy Gruenke on March 21, 2024

Finding the right bank for your small business can be a challenge. While interest rates are important, they shouldn’t be the deciding factor. This article dives into what truly matters: features, convenience, and how the bank can help your business thrive. We’ll also cover why switching banks might be a better option than you think. […]

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5 Strategies to Make 2024 a Profitable Year for Your Firm

Written by Peggy Gruenke on January 23, 2024

Attorneys spend a lot of time practicing law. Your clients deserve your time, attention and experience helping them reach their goals. So, what’s the problem? While you’re focusing on offering the best service possible, it’s easy to: Push business management to the wayside Allow outstanding bills to pile up Spend excess time on client matters outside of […]

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