I interview Linsey Levine, the owner of Linsey Shae Consulting and an amazing lawyer. In this episode we dive into all the necessary legal things you should be aware of as a bookkeeper, contracts you should have in place and so much more. Linsey is a wealth of knowledge and this episode is jam packed with tips.

In this episode you’ll hear:

• What to do when you have legal questions and how to find the right legal professional for your needs
• What contracts you should have in place for your bookkeeping business
• Why you should have contracts reviewed by a lawyer
• The scary things that can happen when you don’t legally protect your company

About our guest:

Bringing over 15 years of experience in the legal and compliance world to your small business I have spent over decade working in corporate America, including Comcast, the Miami Heat and most recently Meta. After graduating from New York Law School, I worked as in-house counsel for Comcast where I gained extensive knowledge in contract law. During that time I was also promoted to Chief Compliance Officer of my division, it was then I realized the importance of creating a strong foundation, no matter the size of the company.

Connect with Linsey Levine:

Connect on Instagram: @linseyshaeconsulting
Connect via email: [email protected]

Visit her website: www.linseyshaeconsulting.com

Resources mentioned in this episode:

*Use code WFQ10 on any of her templates for 10%

📝 Bookkeeper Services Business Bundle Agreement

📝 Bookkeeper Services Agreement

📝 Tax Service Business Bundle Agreement

📝 Tax Service Agreement

💻 Breakthrough for Bookkeepers & Accountants

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For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com