• 1099 Essentials with Jeff Cronin
    Nov 7 2024

    A haunted house, but it's your office during 1099 season.

    We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.

    Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive into 1099's

    Zenwork: https://www.zenwork.com/

    CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/

    00:42 Meet Jeffrey Cronin: Background and Expertise

    01:41 Diving into 1099s: Common Issues and Solutions

    04:20 Handling 1099 Disputes and Mistakes

    06:57 The Complexity of 1099 Compliance

    12:25 1099-K and Payment Intermediaries

    22:42 Challenges with Digital Asset Reporting

    28:01 Understanding IRS Reporting Requirements

    28:39 The Impact of Third-Party Information Reporting

    29:26 Jeff's Journey: From Physicist to Tax Expert

    32:22 Navigating Tax Compliance for Debt Cancellation

    34:01 Challenges in Reporting for Nonprofits and Grants

    40:37 The Complexity of 1042S Reporting

    49:14 Penalties and Compliance for Late Filings

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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 info@accountantslawpod.com 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.

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    54 mins
  • Legal Accounting Horror Stories
    Oct 31 2024

    It's SpooOOooOOky season!

    Let's get in the Halloween spirit by sharing our favorite legal accounting horror stories!

    And we want to hear yours! Send us your horror stories at the email address below to be featured on our socials!

    00:25 Halloween Horror Stories in Accounting

    01:36 Cafeteria Plan Catastrophes

    02:35 Trust Account Troubles

    08:43 Billing Software Blunders

    11:49 Employee Handbook Headaches

    16:10 Fraud and Scams in the Legal Arena

    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 info@accountantslawpod.com 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.

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    29 mins
  • Being Ghosted By A Client
    Oct 24 2024

    You've emailed.... and messaged.... and followed up.... and your client still isn't answering you.

    What do you do?

    Don't worry "Boo," we've got you!

    01:22 Topic Introduction: Being Ghosted by Clients

    02:01 Understanding Ghosting and Initial Tips

    03:12 Strategies to Handle Client Ghosting

    05:04 Real-Life Client Ghosting Experiences

    11:47 Dealing with Persistent Client Ghosting

    12:57 Client Communication Challenges

    13:39 Effective Communication Strategies

    14:30 Balancing Professional and Personal Life

    15:34 Handling Unexpected Client Situations

    16:29 The Importance of Gratitude

    17:51 Reframing Client Conversations

    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 info@accountantslawpod.com 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.

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    26 mins
  • Scope Creep
    Oct 17 2024

    Do you have systems in place to handle scope creep when it occurs?

    We discuss our favorite ways to handle scope creep with clients in today's episode.

    00:33 Discussing Scope Creep

    1:48 Examples and Challenges of Scope Creep

    3:09 AI in Managing Scope Creep

    4:16 Best Practices for Engagement Letters

    6:02 Real-Life Scope Creep Scenarios

    09:03 Handling Scope Creep with Clients and Staff

    4:55 Professionalism in Managing Scope Creep

    15:24 Handling Client Requests and Scope Changes

    15:43 Comparing Scope Creep to Construction Industry

    16:39 Addressing Scope Creep in Law Firms

    17:13 Turning Scope Creep into Opportunities

    18:08 Automation and Technology in Managing Scope Creep

    21:26 Importance of Clear Communication with Clients

    25:09 Onboarding and Continuous Client Communication

    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 info@accountantslawpod.com 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.

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    30 mins
  • Financial Health Check - Red Flags Every Law Firm Should Watch For
    Oct 10 2024

    What do you need to be on the watch for to make sure your law firm's finances are as healthy as they need to be?

    We walk you through the biggest red flags you need to keep an eye out for in this episode!

    0:22 - Client Engagement and Consultation Strategies

    1:30 - Identifying Red Flags in Financial Health

    4:13 - Navigating Trust Accounting Challenges

    7:44 - Managing Firm Finances and Compliance

    13:06 - Advanced Client Costs and Tax Considerations

    20:48 - The Role of Managing Partners in Law Firms

    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 info@accountantslawpod.com 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. We walk you through the biggest red flags you need to keep an eye out for in this episode!

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    29 mins
  • Handling Trust Funds
    Oct 3 2024

    Trust accounting is defined by Clio as the process of tracking and monitoring client funds that are held in trust and it is a very important part of legal accounting. We are going to walk you through everything you need to know about trust funds and trust accounting for law firms in today's episode!

    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 info@accountantslawpod.com 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.

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    39 mins
  • Navigating Legal Accounting File Reviews
    Sep 26 2024

    You have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know before you get started?

    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 info@accountantslawpod.com 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.

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    33 mins
  • Change Your Pricing Mindset
    Sep 19 2024

    Setting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset!

    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 info@accountantslawpod.com 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.

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    32 mins