Accountants Law Pod™

Conference season is almost here! The team shares their best advice on choosing the right conferences, planning effectively, and maximizing your networking opportunities.

Learn more about the Accounting Cornerstone Foundation here! 

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00:37 Discussing Conference Experiences
01:13 Tips for Maximizing Conference Benefits
02:14 Personal Conference Stories
05:16 Evolving Conference Goals
07:40 Networking and Learning at Conferences
13:43 The Role of AI in Conferences
15:10 Investing in Team Growth
16:25 Bonding Over Cold Airbnb Adventures
16:59 Conference Classes and Experiences
17:06 Challenges of Attending Conferences Without Family
17:50 Highlighting the Cornerstone Accounting Foundation
19:13 The Importance of Mastermind Groups
20:31 Maximizing Your Conference Experience
21:42 Networking and Reconnecting at Conferences
23:11 Choosing the Right Conferences to Attend
25:38 Post-Conference Reflections and Tips
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Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at [email protected] 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.

AI and legal tech are reshaping the way law firms operate. In this episode, we explore how cutting-edge technology is revolutionizing the legal industry, making firms more efficient, profitable, and competitive.

Whether you're a tech-savvy attorney or just starting to explore AI, this episode will give you the insights you need to future-proof your firm.

As the driving force behind Paragon Tech, Jay McAllister embraces the philosophy of asking "why?" to challenge boundaries and uncover inefficiencies. Too often, businesses focus on optimizing systems that ultimately prove unnecessary.  

His approach? SIMPLICITY. By prioritizing streamlined solutions, he helps organizations overcome operational challenges and transform into highly efficient powerhouses that leverage technology to do more with less.  

Paragon Tech

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00:28 AI in Legal Practices
02:46 Discussion on AI Advancements
05:49 DeepSeek and AI Models
08:29 Legal Implications of AI
15:37 Open Source and AI Trust Issues
23:27 Art, Copyright, and AI
31:15 AI's Impact on Legal Workflows
33:21 Questioning AI Usage Statistics
34:14 Understanding Client AI Usage
35:44 Economic Incentives for AI Adoption
37:00 AI in Legal Tasks
41:12 Challenges and Risks of AI
45:42 Framework for Implementing AI in Law Firms
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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 [email protected] 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.

Building on last week's episode, we continue our discussion on conflicts of interest, focusing on how they apply to attorneys.

This episode is a valuable guide for accounting professionals navigating the unique challenges of the legal industry.

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03:01 Conflict of Interest in Legal and Accounting Professions
03:17 Data Migration Challenges
05:48 Payment Management Conflicts
08:57 Ethical Dilemmas in Legal Accounting
15:16 Navigating Client Relationships and Confidentiality
19:39 Unexpected Rent Payment Practices
20:33 Questioning Financial Decisions
21:57 Transparency and Ethics in Accounting
23:23 Handling Client Conflicts
23:59 Personal Expenses and Bookkeeping
25:51 Trust Accounting Challenges
28:37 The Importance of Accuracy
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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 [email protected] 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 the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes a conflict of interest, and how can legal accountants navigate these challenges with integrity? In the world of legal accounting, even the slightest conflict of interest can lead to serious ethical and financial consequences. But what exactly constitutes a conflict of interest, and how can legal accountants navigate these challenges with integrity?

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02:07 Introduction to Conflicts of Interest
02:25 Financial Interests and Self-Review Threats
02:58 Client and Business Relationships
03:48 Gifts and Incentives
05:35 Auditing and Tax Advice
07:29 Confidentiality and Professional Boundaries
12:54 Equity Ownership and Side Hustles
16:06 Navigating Law Firm Conflicts
16:15 Teaching at the Bar Association
16:34 Disclosing Information Safely
16:45 Board Conflicts and Insider Information
17:30 Spousal Support and Professional Boundaries
18:56 Handling Partner Misconduct
20:13 Client Billing and Ethical Dilemmas
21:18 The Value of Client Testimonials
26:19 Maintaining Client Confidentiality
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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 [email protected] 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, we talk into the serious consequences of having a bad bookkeeper, especially in the legal world. Bookkeeping for lawyers isn’t just about balancing the books—it’s about maintaining compliance, safeguarding client trust accounts, and ensuring the financial health of a law firm.

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03:03 Ramifications of a Bad Bookkeeper
04:36 Onboarding Vendors and Workflow Tips
05:29 Challenges with Legal Accounting
10:02 Avoiding Bad Bookkeeping Practices
16:18 Setting the Right Expectations with Clients
16:47 Dealing with Imposter Syndrome
18:57 Mutual Learning and Collaboration
21:51 Understanding Legal Accounting Basics
23:59 Advanced Client Costs and Compliance
25:09 The Importance of Accurate Records
28:03 Utilizing Tools and Software Effectively
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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 [email protected] 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.

Sarah and Lynda share their personal stories and advice on maintaining ethical standards in the accounting profession.

Don't miss this insightful discussion on navigating the challenging intersections of ethics, law, and accounting!

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02:43 Snow Stories and Legal Responsibilities
04:02 Ethical Dilemmas in Legal Accounting
05:43 Trust Accounting and Oversight
08:55 Client Retainers and Ethical Issues
12:07 Personal vs. Business Expenses
22:28 Fraud and Embezzlement in Accounting
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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 [email protected] 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.

Tax season is here, and for legal accountants, that means long hours, endless reconciliations, and the pressure of keeping everything compliant and organized. But don’t worry—we’ve got you covered!

In this episode, we’re breaking down practical strategies to help you stay sane, efficient, and ahead of the game during the busiest time of the year. Whether you’re a solo accountant managing multiple law firm clients or part of a larger team, these survival tips will help you navigate tax season with confidence.

California Fire Related News!

More Information!

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00:13 Impact of California Fires on Tax Season
06:18 Tax Season Survival Tips
09:38 Client Management During Tax Season
12:27 Bookkeeping and Tax Preparation Insights
17:22 Ramp Up: Getting W-9s Early
17:54 The Complexity of 1099s
19:12 Client Communication Strategies
21:36 Year-End Financial Considerations
22:58 Tax Payments and Contributions
24:41 Entity Changes and Documentation
30:16 Final Tips and Advice for Newbies
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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 [email protected] 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.

As a CPA and CEO of Prestige Accounting and Consulting, Jayden Doye's mission is to help entrepreneurs achieve financial independence and create strategies that increase profits while reducing tax burdens.

Jayden Doye also hosts retreats across the globe for lawyers looking to elevate their legal practices. We sat down with him to dive into these retreats and his CPA business.

If you are looking for a focused retreat to help you elevate your law firm, we encourage you to learn more about Jayden's events here.

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00:48 Meet Jayden Doye: Prestige Accounting and Consulting
01:33 The Importance of Retreats for Law Firm Owners
03:08 Transformational Business Retreats: A Deeper Dive
06:56 Running a Successful Business While Traveling
14:02 The Power of Delegation and Leadership
23:16 Choosing a Niche Market: Jayden's Journey
26:45 Strategic Partnerships with Bar Associations
28:37 Heartfelt Compliments and Industry Insights
29:15 Challenges in Serving Attorneys
31:08 Difficult Conversations and Client Relationships
32:47 Transformative Client Experiences
36:41 Advising Attorneys on Work-Life Balance
43:09 The Value of High-Paying Clients
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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 [email protected] 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, we dive into the art and strategy of pricing your services as a legal accountant. From understanding your value to aligning your pricing with client expectations, we cover key tips and practical insights to help you confidently set rates that reflect your expertise. Whether you're new to the field or looking to refine your pricing approach, this episode is packed with actionable advice to elevate your business.

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01:31 Diving into Pricing Strategies
01:47 Challenges with Legacy Clients and Price Increases
03:38 Bundling Services and Software Costs
05:57 Client Communication and Rate Adjustments
11:59 Evaluating Client Workload and Time Management
18:25 The Impact of Commoditizing Accounting Services
19:17 Debunking Pricing Myths
19:56 Communicating Value to Clients
22:30 Challenges with Client Systems
24:50 Setting and Adjusting Prices
27:41 Building 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 [email protected] 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.

Please, please, PLEASE avoid sending your financial documents via email!

Cybersecurity is more critical than ever for your accounting business and your clients, and your compliance may depend on it.
In this episode, Sarah and Lynda share their thoughts, frustrations, and hopes for improving security practices in the industry.

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00:40 Travel and Compliance
01:26 Cybersecurity Concerns
02:38 Scams and Phishing
05:34 Proactive Security Measures
06:42 Client Communication Challenges
16:56 Insurance and Ransomware
19:56 Future of Cybersecurity
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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 [email protected] 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.