A Christmas Shopping Hack

A Christmas Shopping Hack

A Christmas Shopping Hack You likely have kids, or maybe even brothers and sisters, or any ‘group’ of people who you buy gifts for, (but most likely your kids). You know you are faced with the inevitable ‘she got more than I got.’ Maybe it’s ‘why does he...
Love the Space You’re In

Love the Space You’re In

Love the Space You’re In The Interior Designer Myth Growing up, I always assumed that the use of an Interior Designer was for the rich and famous. The rest of us made do with hand-me-downs, thrift store finds, a friend’s ‘good eye’ or maybe an idea from a...
Who’s Your Designated Motivator?

Who’s Your Designated Motivator?

A Designated Motivator There were many amazing Keynote Speakers at this year’s event but one of them truly stood out to me – Dawn Brolin, CPA. Dawn Brolin, CPA Now, Dawn is definitely not your typical CPA. She looks, sounds, and acts almost exactly like the actress,...
APP/SOFTWARE – BE IN THE KNOW: Clio

APP/SOFTWARE – BE IN THE KNOW: Clio

Clio We have tried almost every law firm practice management software out there and we have all found that Clio is super user-friendly. It is easy to use from both the law firm side as well as the client side. It has over 200 integrations, 24-hour support, and mostly...
SERVICE: 3-Way Reconciliation

SERVICE: 3-Way Reconciliation

3-Way Reconciliation If any practice manages trust accounts, they need to know what a 3-way bank reconciliation is. As a trust administrator they are required to perform this balance periodically, most likely every thirty to sixty days. These reconciliations are...