Counsel CPAs, 101 N BRAND Boulevard SUITE 1230, Glendale, CA (2026)

10/20/2026

The State Bar of California selected 400 attorneys for trust account compliance reviews in 2026, up from 100 in 2025. The 400 were randomly selected from a cross-section of the attorney population, and the State Bar's FAQ says being selected is not, by itself, an indication of misconduct.

That means a clean record is no guarantee you won't be picked. The real protection is trust records that hold up when they're checked: client ledgers, an account journal, bank statements and a three-way reconciliation every month.

Source: State Bar of California, 2026 CTAPP announcement and Compliance Review FAQ.

10/16/2026

Unpaid invoices get harder to collect the longer they sit. Data from the Commercial Law League of America shows 94% of commercial accounts are collectible at 30 days, 74% at 90 days, 58% at six months and just 27% at one year.

A simple cadence helps. Monitor invoices under 30 days. Past 30, send reminders and call. Past 60, make a decision on the balance. And start with a clear written fee agreement, so fewer invoices are ever questioned.

10/16/2026

We’re excited to be part of ClioCon 2026 in Boston! 🎟️

ClioCon 2026 runs October 26–27 at the Hynes Convention Center, bringing together thousands of legal professionals for two days of keynotes, CLE-eligible sessions, and networking.

Come join us! We’d love to see you there and connect with you in Boston.

With our coupon, you get 20% off your attendee pass.

Here’s how to claim the discount:
✅ Register at https://cliocon.com/register
✅ Use code JOINUS to get the discount

The code isn’t limited to our clients, so feel free to share it with colleagues, co-counsel, or anyone heading to Boston.

Find us at Booth 602. We can’t wait to see you!

10/15/2026

Time entered long after the work has to be rebuilt from memory, and billable hours go missing.

Research by practice management consultant Ann Guinn, published by the American Bar Association, estimates that recording time at the end of the day loses 10% to 15% of billable hours. Waiting until the end of the week can lose up to 50%.

Daily time entry is the safest habit. Weekly is the minimum.

10/12/2026

The State Bar of California selected 400 attorneys for trust account compliance reviews in 2026, up from 100 in 2025. The 400 were randomly selected from a cross-section of the attorney population, and the State Bar's FAQ says being selected is not, by itself, an indication of misconduct.

That means a clean record is no guarantee you won't be picked. The real protection is trust records that hold up when they're checked: client ledgers, an account journal, bank statements and a three-way reconciliation every month.

Source: State Bar of California, 2026 CTAPP announcement and Compliance Review FAQ.

10/09/2026

A busy team doesn’t automatically mean your law firm is ready for another hire.

Before adding someone to payroll, look at both the workload and the numbers.

Is there enough ongoing work for another person? Is that demand likely to continue? What will the role really cost the firm? And can you carry that cost while the new employee gets up to speed?

Hiring should create more capacity without putting unnecessary pressure on cash.

Make sure both the workload and the financials support the decision.

10/07/2026

Your law firm’s biggest practice area may not be its most profitable.

One area might generate the most revenue while also requiring more attorney time, staff, marketing, and other resources.

Another might bring in less revenue but leave more profit behind.

That is why revenue alone doesn’t tell you which parts of the firm are performing best.

Compare what each practice area earns with what it costs to deliver the work.

The result can give you a very different view of where the firm is actually making money.

10/05/2026

Growth can increase revenue and still put pressure on your law firm’s cash flow.

New hires, marketing, software, and other costs often need to be paid before the additional work is billed and collected.

That means a growing firm may temporarily have more money going out even while business is improving.

Before investing in growth, look at more than the revenue you expect to generate.

Ask how much cash the firm will need to cover those additional costs until the new revenue starts coming in.

Growth needs working capital, not just more work.

10/02/2026

Where did your last five clients come from?

Was it a referral, a Google search, an event, or a paid advertisement?

If you don’t know, you could be spending money on marketing without knowing which efforts are bringing in new business.

Start asking every new client how they found your firm and record their answer.

Over time, you'll see which sources bring in the most clients and where you could spend your marketing budget more effectively.

09/30/2026

Your firm's 2025 tax returns are filed. The September 15 extension deadline for partnerships and S corporations has passed, and you’ve earned the relief.

But closing out 2025 is not the same as being ready for 2026.

With the fourth quarter starting, your firm has about three months left in the 2026 tax year. Three months is still enough time to review year-to-date numbers, see where your tax bill is heading, and put planning strategies in place before December 31.

Once December 31 passes, most year-end planning options pass with it.

So don't close the books; open them up. A planning review now gives your firm the best chance to lower next year's tax liability, rather than reacting to it at filing time.

Counsel CPAs works exclusively with law firms, and our team is here to help you plan, strategize, and keep more of what your firm earns.

Book your year-end planning review → Discovery Meeting - Ro Aiello - Counsel CPAs

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