Contributing Author Caren Schwartz

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


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

MetaJure believes that technology should work for you, not create more work. MetaJure Smart DMS respects the system you have in place.and automatically finds and catalogs all documents in all of the programs you use, more

Feb 24, 2015 9:17 PM Vendor Corner

The right client portal can save your firm time and money and help you better communicate with your clients. more

Jan 27, 2015 9:28 PM Tax and Practice Management

The QuickBooks Remote Access service will be decommissioned on 02/01/2015, how will you 'remote access' after QuickBooks Remote Access is gone. In this article, Caren Schwartz discusses some alternatives she uses. more

Jan 11, 2015 3:23 PM Vendor Corner 4 Comments

If you are looking for more power and flexibility in your time tracking, billing, and task management, BigTime is well worth a look. more

Jan 4, 2015 6:25 PM Vendor Corner

a small ad separator
IA Newsletter BL
a small ad separator
a small ad separator
a small ad separator
a small ad separator
Built with Metro Publisher™