Insights

Plain-English guidance for law firm owners.

Trust accounting, firm finances and forensic work, written by a CPA and former FBI Special Agent who runs the back office for 15+ boutique law firms. No jargon and no sales pitch, just the things we wish every firm owner knew.

Three-way trust reconciliation: a plain-English guide for law firm owners

What a three-way trust reconciliation is, what New York, D.C., New Jersey and Connecticut actually require, how to do it in five steps, and the five problems it catches before they become a complaint.

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From LinkedIn

Shorter takes, every Tuesday and Thursday.

SMALL posts on LinkedIn twice a week: one idea a law firm owner can use, in the time it takes to drink a coffee. The latest ones are here, newest first.

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