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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.' Read more

Training Center 1 Comments

Murph comments on the QBO Bug findings of Caren Schwartz. If you have seen bugs like these, please let us hear from you. Read more

General Ledger 10 Comments

Contributing Author Caren Schwartz gives you her story of transitioning from QuickBooks Desktop to QBO. Read more

People & Business 2 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. Read more

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.' Read more

Training Center 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. Read more

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. Read more

Tax & 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. Read more

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. Read more

People & 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. Read more

People & 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. Read more

People & 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. Read more

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’. Read more

People & 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. Read more

People & 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. Read more

People & 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. Read more

Vendor Corner 1 Comments

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

People & Business 1 Comments

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

Vendor Corner

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

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.' Read more

General Ledger

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

People & Business 4 Comments

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