CPN Blog Archives - Page 2 of 9 - CPN Legal | Clio Certified Gold Consultants

Summer Series Tools for Understanding Your Firm’s Profitability: Part II- Your Reports

June 16, 2022 June 17, 2022

Now that we have gotten your Chart of Accounts organized with Part I of our Summer Series, it’s time to dig into Tools for Understanding your Firm’s Profitability. Using information you already have, you can easily understand your profitability and all the pieces that go with it. All the reports we review in this post …

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Summer Series Tools for Understanding Your Firm’s Profitability: Part I- Chart of Accounts

May 12, 2022 May 12, 2022

This summer, we’ll be focusing on the tools you need to know when it comes to determining your firm’s profitability. As a practice owner or managing partner, it’s easy to get into a routine for handling your business processes. These tools can help you evaluate whether your routines and SOPs are boosting your profitability or …

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Peggy Gruenke Talks Law Firm Profit Improvement

April 8, 2022 April 8, 2022

Peggy Gruenke’ s 18-year span in legal includes being the Membership Director of the Cincinnati Bar Association, COO of 2 prominent law firms, and now the owner/founder of CPN Legal a renowned Clio Gold Level Consultant and Law Firm financial management expert. Sought after nationally, Peggy helps firms drive better results by improving their billing, …

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Making the Most of Your Budget

March 28, 2022 April 20, 2022

This month, we’re sharing a few of our favorite budgeting tips. Bookkeepers and accountants love a good budget. Not sure how to use it? Here are 5 best practices to get you started! Link your budget to your firm’s overall workflow. There are a lot of potential applications to this tool. Focus on the pieces …

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Climbing the Mountain of Financial Analysis

February 18, 2022 February 23, 2022

In January we closed out our blog post with Resolution number 10, “We will regularly evaluate our firm’s financial reports.” What does that process look like for you? Do you know how to tell if you’re making money or just getting by? What numbers should you be paying attention to? In order to help you …

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New Year 2022 Resolutions: Building Better Billing

January 5, 2022 February 18, 2022

2022 is here! Take a moment to reassess your habits from 2021 and make your new year resolutions. You and your team are busy, and no one enjoys chasing after clients for payment of outstanding invoices. It’s time to develop and refine your collections strategy. You can make your bill collecting process easier by making …

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Get Paid for Your Work: How You Bill Matters

October 8, 2021 November 5, 2021

It’s a fact. We like getting paid for our work. Unfortunately, the time and effort attorneys and their teams put in isn’t always compensated. The good news is, there are changes you can make to help your firm reduce the number of invoices to clients that go unpaid. Consider these aspects of your business as …

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Best Practices for Legal Billing and Getting Paid

September 21, 2021 September 21, 2021

In September 2021, Peggy sat down with our friends at Legalboards to share a few Best Practices for Legal Billing and Getting Paid. Check out the replay below!

Legal Tech Tools: Never Stop Evaluating Your Process

September 14, 2021 September 14, 2021

As a practice owner or managing partner, it’s so easy to get into a routine for how you handle your business processes. Routines and SOP’s help make the world go round and having them is important for your firm! The challenge you face as a manager is preventing that routine from becoming a rut. …

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Handling Settlement Funds in Clio and QuickBooks

August 6, 2021 August 24, 2021

Handling settlement funds correctly has a distinct flow. Not sure how that flow should go? Don’t worry! We’ve put together these steps to walk you through the process. DOWNLOADABLE VERSION Onward to the steps! All settlement funds must be deposited into firm’s IOLTA account and verified as cleared deposits before checks are written against funds. …

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