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Contributing Author Caren Schwartz

Contributing author Caren Schwartz gets the jump on her responsibilities as a 'Scaling New Heights' instructor with this preview of her course, 'Becoming an Advisor to Professional Services Firms.' more

Mar 15, 2017 12:05 AM Training Center/Scaling New Heights 1 Comments

While we previously have given Clio a 'first look', as a result of some recent changes, our contributing author Caren Schwartz has given Clio 'another look' especially as it regards integration with QuickBooks Online. more

Nov 2, 2017 12:05 AM Vendor Corner

Contributing author Caren Schwartz gets the jump on her responsibilities as a 'Scaling New Heights' instructor with this preview of her course, 'Becoming an Advisor to Professional Services Firms.' more

Mar 15, 2017 12:05 AM Training Center/Scaling New Heights 1 Comments

In Greek mythology, Clio is the muse of history. A little while back, I asked our contributing 'legal software' consultant, Caren Schwartz if she'd update our readers. Here she takes a closer look. more

Feb 15, 2017 12:01 AM Vendor Corner 1 Comments

So, you need billing software that's more sophisticated than QuickBooks? Don't worry, contributing author Caren Schwartz offers her tips for choosing a solution that can help. more

Dec 6, 2016 12:05 AM Tax and Practice Management

Contributing Author Caren Schwartz is a bit of an equipment Geek. She recently got a new toy and wanted to share her impressions about this latest equipment indulgence. more

Aug 9, 2016 7:56 PM Vendor Corner 1 Comments

Contributing Author Caren Schwartz lends her writing style to describing some recent experiences she has had with software customer support teams. You will either get a warm fuzzy, or cry, with her over these experiences we thought worth sharing. more

Aug 3, 2016 8:38 PM People and Business 2 Comments

Trusted advisors need to be familiar with such metrics and law firm compensation methods. In this article we will look at the various metrics that apply to law firms and how they maybe associated with their compensation structure. more

Jun 22, 2016 7:39 PM People and Business 1 Comments

We are skipping around a bit, but in this part of our series we are gong to look at the topic of law firm practice management. more

Apr 20, 2016 9:57 PM People and Business 1 Comments

I have written extensively about accounting for Client Trust accounts using QuickBooks (desktop), but never in terms of QuickBooks Online, so here is a report you can use that is 99% the same as the 'QB-windows' version. more

Apr 10, 2016 7:01 PM General Ledger 1 Comments

Serving as a Trusted Advisor to Law Firms requires a unique 'skill set'. In this article we will look at the methodologies associated with the proper tracking and allocation of ‘costs’. more

Apr 4, 2016 9:48 PM People and Business 1 Comments

This article looks at the concepts associated with how law firms perform their billing, including alternative fee arrangements. Trusted advisors will be required to develop expertise in multiple billing solutions that provide billing alternatives. more

Feb 22, 2016 11:46 PM People and Business 2 Comments

In this second installment of this series we will look at requirements for Client Trust and IOLTA Trust account management and accounting, including applicable legal and ethical requirements. more

Feb 8, 2016 10:41 PM People and Business 2 Comments

CosmoLex Title

CosmoLex

If you are looking for a multi-featured Law-firm-centric cloud-based solution, especially focusing on billing and accounting, CosmoLex may be just what you are looking for. more

Feb 1, 2016 9:20 PM Vendor Corner 1 Comments

This series is written to help you start down the path of specializing as a trusted advisor to law firms. more

Jan 25, 2016 7:05 PM People and Business 1 Comments

For legal and other professionals looking for a time and billing software TimeSolv is worth a look. more

Dec 29, 2015 12:04 AM Vendor Corner

Clio may be on the list for law firms looking for an online practice management and billing solution. more

Oct 31, 2015 8:48 PM Vendor Corner 1 Comments

Whether you are a new or experienced QuickBooks User, a top bar or left bar advocate, it never hurts to review the basics of QuickBooks feature functionality. Caren Schwartz shows us ways to customize the Icon Bar to 'get more out of QuickBooks.' more

Sep 20, 2015 4:34 PM General Ledger

Spam and Robocalls - Don't ya just hate 'em? Caren does! more

Jun 2, 2015 9:54 PM People and Business 4 Comments

Caren Schwartz reviews various troubleshooting techniques for instances where 3rd party applications won't connect properly to QuickBooks (desktop) products. more

Apr 5, 2015 3:24 PM Vendor Corner

This book offers a key resource for gaining competitive advantage in tough times, shows why the quality of vulnerability is so important in business, and includes ideas for inspiring customer and client loyalty. more

Mar 22, 2015 8:46 PM People and Business

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