Artesani Accounting

05/29/2026

Vision boards work by turning abstract ambitions into vivid, emotional visuals—making goals feel real and urgent.

Read the full article: Summer Vision Board for Business: How to Create One That Actually Works in 2026
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05/28/2026

Program Shortfall: Once bank feeds are connected in QBO, the automated rules often mis-categorize or duplicate Clio-synced transactions.

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Clio + QuickBooks Online don't fully sync - especially for trust accounting. Learn the key workarounds legal bookkeepers rely on to stay compliant, avoid duplicates, and keep law firm books audit-ready.

05/28/2026

If you use Clio Payments, refunds can automatically adjust invoices, update ledgers, and notify both you and the client via email.

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05/28/2026

State bars demand three-way reconciliation (bank statement + Clio client trust ledger + QBO bank and trust ledgers) to prove every dollar is accounted for.

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Clio + QuickBooks Online don't fully sync - especially for trust accounting. Learn the key workarounds legal bookkeepers rely on to stay compliant, avoid duplicates, and keep law firm books audit-ready.

05/27/2026

Enable trust sync in Clio Settings > Bill Syncing if you want the journal entries, but immediately reclassify them in QBO to the correct client sub-accounts.

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05/27/2026

Enhanced Mobile Capabilities: Mobile-friendly tools will allow lawyers to manage time tracking, billing, and financial reporting on the go.

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Discover how financial technology is transforming law firms through automation, AI, and secure, streamlined legal accounting solutions.

05/27/2026

Neglecting client communication is another common mistake that bookkeepers make when managing IOLTA accounts.

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05/25/2026

You've got the chops for general ops, but attorney clients live or die by steady cash flow from these upfront funds.

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05/22/2026

Refunds in legal practice go beyond simple reversals—they uphold transparency, comply with bar association Bar Rules (especially for IOLTA/trust accounts), and protect client relationships.

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05/22/2026

Legal Bookkeeper Position at [Your Accounting Firm]

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Hiring a legal bookkeeper? Craft a targeted job ad that highlights trust/IOLTA compliance, legal software (Clio, LeanLaw), and ethics. Get a sample posting, salary guidance, and the best places to find qualified candidates—so you hire right the first time.