QuickBooks Certified ProAdvisor and Law Practice Channel contributor Lisa Wagner knows more than her fair share when it comes to how firms can use QuickBooks. She has helped multiple law firms across the nation set-up and use the popular accounting system. I came across one of her article’s about the system, and thought it would be more than helpful for any attorney looking to use it. It includes the several resources, all of which cover a broad range of helpful tips.

Lisa’s original blog post can be found at:

http://www.advocatecapital.com/2013/05/28/law-firms-using-quickbooks-setting-up-tracking-case-costs/.

Ms. Wagner is a CPA and a current member of North Carolina Association of CPA’s. She has over eight years of experience in the financial services industry, and is currently a Senior VP, Client Services for a financial services company dedicated to providing strategic financial solutions unique to plaintiff law firms. Ms. Wagner is also a former member of the ALA, and she just recently became a QuickBooks Certified ProAdvisor.

Connect:

Ms. Jones graduated with honors from the Southeastern Paralegal Institute. From there, she went on to gain 14 years of experience as a trial paralegal and was an active member of the Association of Legal Administrators. She is currently Senior Vice President for a law finance company and  a QuickBooks Certified ProAdvisor. Ms. Jones' years of experience working in and around personal injury litigation gives her a one-of-a-kind perspective into all that is involved in managing a law firm.

Ms. Jones is a proud member of the National Association of Professional Women.

Connect:

Ms. Wagner is a CPA and a current member of North Carolina Association of CPA’s. She has over eight years of experience in the financial services industry, and is currently a Senior VP, Client Services for a financial services company dedicated to providing strategic financial solutions unique to plaintiff law firms. Ms. Wagner is also a former member of the ALA, and she just recently became a QuickBooks Certified ProAdvisor.

Donna Jones joined a financial services company in 2008, having previously held two legal administrator positions with large regional law firms. Additionally, she brought 14 years of personal injury litigation experience to the firm as a trial paralegal. Ms. Jones’ years of experience working in and around personal injury litigation gives her a one-of-a-kind perspective on all that is involved in managing a law firm.

Ms. Jones currently serves as President and Director of Associate & Client Experience at her organization. Her responsibilities include education and training of her staff regarding civil litigation, coaching new clients on the fundamentals of the company's online services, as well as its proprietary software application, and all activities related to existing and prospective clients.

Jones attended Austin Peay State University and graduated with honors from Southeastern Paralegal Institute. She is a former Association of Legal Administrators (ALA) member and a QuickBooks Certified ProAdvisor.

Ms. Jones is a proud member of the National Association of Professional Women.

As we begin a new year it is a great time to consider ways to improve work processes and increase efficiency within your organization. One particular area that you might be able to be more strategic in your practice is the accounts payable and accounts receivable department.

Bill.com offers a safe, bank-level security, cloud based platform for streamlining accounts payable and accounts receivable. We’ll begin by highlighting the accounts payable benefits. Vendor invoices go directly to Bill.com where the information is entered (scanned), eliminating time consuming data entry.  Invoices are then available for your review and approval. Think of it as your invoices arriving – already input into your system.  Users of Bill.com retain full control over outgoing payments, but the information is already input for you.  The information is fully digitized and fully accessible to users from anywhere there is an internet connection, including mobile devices. The system includes automated reminders and even notification if a payment doesn’t clear within 20 days (no more un-cleared checks hanging out there).  This electronic management of accounts payable also makes vendor history easily accessible and audits a breeze.  The solution also integrates with a number of accounting packages such as QuickBooks, providing even more efficiency.  Check out their website for pricing options and the option to try their solution risk free.

Also, check out their article:  5 Reasons Your financial Data is More Secure in the Cloud

Let us know if you have ideas you would like to share to help improve efficiency within the organization!