Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

What kind of law firm do you want to work with? #podcast #accountinginfluencerspodcast #lawfirms

30 Apr 2024 · 1 min

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In this podcast segment, the speaker advises bookkeeping and accounting professionals who want to serve law firms on how to strategically choose the type and size of firms to target, establish and document standard operating procedures (SOPs) before launching, and remain adaptable as processes evolve. The speaker emphasizes the importance of documenting SOPs, accepting inevitable mistakes, and granting oneself grace. For those considering a contractor role, the advice is to identify influential firms in the legal industry, proactively reach out, and view a rejection as a learning step while a positive response can lead to mentorship. The speaker also outlines a flexible growth path, suggesting that practitioners can start with solo attorneys and scale up to midsize or large firms, or directly target larger firms if adequately prepared. Overall, the content provides practical, encouraging guidance on positioning, preparation, networking, and scaling for accountants serving lawyers.

Chapters

Sometimes it's more important to really think through what type of law firm do I want to work with? How do I want to do it? What are my standard operating procedures? Especially if you're going to own your own bookkeeping and accounting business that caters to lawyers, have as many of your procedures documented as you can before you start and know that they're always going to change and that you're going to make mistakes and that you can accept that and give yourself that grace. If you fall on the other side of the fence and you want to be a contractor, then find out who's the mover and shaker in your industry that you want to align yourself with and don't be afraid to go knock on their door. The worst thing they can say is no. The best thing they can say is yes, welcome. I'm going to help train you to do this. And know that it's very fluid. You can start with a solo attorney and work your way up to midsize or large firms, or you can dive right in and just be prepared and as prepared as you can to work with those mid to large size firms.