Sarah PrevostCo-Founder, The Proper Trust, The Accountants Law Lab, and Co-host of The Accountants Law Pod podcast

Legal Accounting and Bookkeeping

27 Apr 2022 · 2 min

Watch on YouTube

1:59

In this introductory YouTube video, Linda Artisani of Artisani Accounting introduces herself and her firm, highlighting her recent award as Top QuickBooks Online ProAdvisor of the Year, her LeanLaw Gold Accounting Pro status, and Clio certification. She explains that since 1999 she has run her own accounting business, and in 2016 she pivoted from a generalist practice to specialize exclusively in serving lawyers and law firms across a wide range of practice areas (immigration, family, estate planning, personal injury, criminal, etc.). Linda outlines the firm’s standardized workflow that centers on the integration of Clio and LeanLaw with QuickBooks Online Advanced, describing these platforms as the core of their accounting universe. She previews the channel’s upcoming content, which will cover attorney KPIs, financial strategies for firm growth, bookkeeping best practices, and practical tips and tricks. She invites viewers to ask questions in the comments and promises more videos to help law firms improve their financial management.

Chapters

Hi there. Linda Artisani, Artisani Accounting and The Proper Trust. Welcome to my YouTube channel, and I'm so glad you landed here. A little bit about me. I was actually awarded the Top QuickBooks Online ProAdvisor of the Year recently. And in addition to that, I'm a LeanLaw Gold Accounting Pro, and our firm is Clio certified. So we have a lot of accolades there. We are also on the MyCase Accountants Council. So a lot of fun. We get to help develop that product along the way. I've been doing this work. I've had my business since 1999. And in 2016, it's when I decided to really stop being a generalist and really walk down the path of being a specialist and niching into the practice area of working with lawyers and attorneys and law firms. And I've not looked back. I love this industry. I love my clients. They're all fantastic people. We've worked with all different practice areas. We work with immigration firms, family lawyers, estate planning firms, We just— personal injury attorneys, we just run the gamut of all different practice areas, criminal lawyers. But that's what makes the job interesting. And most law firms kind of follow a pattern, and depending on the practice area, we can tweak the workflow to work best for the client. And that's part of the fun of it. We have a set workflow. We use Clio and LeanLaw at our firm. There are 2 main platforms that we believe in. They work the best with QuickBooks Online Advanced, which is the other piece, or really the center of our universe. And you'll see lots of tips and tricks on KPIs for attorneys, financial strategy to grow your firm, best practices. This channel is chock-full of information like that, so I hope you enjoy it. And if you have any questions, feel free to leave it in the comments below, and I will see you soon in the next video.