In this episode of Accountants Law Pod, Steve and Sarah dive into essential cash flow strategies designed specifically for law firms. They unpack how accurate billing, regular financial reviews, and automated systems can improve stability and planning. From managing receivables to balancing marketing budgets and contingency fees, this discussion offers actionable steps for building a healthier, more predictable cash flow.

00:37 Cash Flow Strategy for Lawyers
01:20 Simplified Cash Flow Description
02:37 Key Cash Flow Management Tips
04:15 Importance of Software in Cash Flow
09:00 Billing and Follow-Up Best Practices
13:48 Cash Flow Challenges in Contingency Firms
17:46 Billing Strategies for Attorneys
18:39 Understanding Cash Flow Statements
19:44 Key Financial Metrics for Law Firms
20:32 Planning for Year-End Expenses
25:22 The Importance of Marketing in Cash Flow
29:15 Simplifying Cash Flow Management

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this episode, we sit down with Danielle Hendon of Four Corners CFO to unpack the true role of a CFO in law firms. From cash flow and bonus planning to capacity-based budgeting, Danielle shares her “Reveal Framework” for creating sustainable profitability and smarter financial strategy.

00:37 Introducing the Guest: Danielle Hendon
00:57 Understanding the Role of a CFO in Law Firms
01:26 Challenges with Bookkeeping and Clearing Accounts
03:16 Balancing the Balance Sheet and P&L
03:57 Cash Flow Management and Forecasting
12:03 The Reveal Framework for Financial Management
23:09 Strategic Spending and Cash Management
25:29 Understanding Lines of Credit
25:48 Smart and Strategic Spending
27:04 Prepayments and Tax Strategies
27:59 Maximizing Tax Deductions
29:55 Investing in Your Team
32:38 Compensation Models and Bonuses
39:40 Coaching vs. CFO Services

Danielle Hendon and 4Corners CFO

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this episode of the Accountants Law Pod, we dive into the highlights of ClioCon 2025, one of the most influential events in the legal industry. We share key takeaways from this year’s conference, from groundbreaking tech innovations to the evolving relationship between law firms and accounting professionals.

Tune in as we reflect on the sessions, speakers, and connections that stood out — and discuss how ClioCon continues to shape the future of legal practice management, client service, and financial operations.

ClioCon 2025 Opening Keynote with Jack Newton: The Future of Legal Work, Unveiled

00:36 ClioCon Conference Overview
01:33 AI Innovations at ClioCon
02:12 Vincent and Work: Core Features
03:58 Legal Research and Case Management
07:08 Clio Grow and Client Screening
09:29 Energy Concerns and AI Infrastructure
13:18 Future of Legal Practice with AI
15:51 Emotional Keynotes and Personal Stories
17:16 Inspiring Story of Change and Redemption
17:58 The Human Element in AI
19:20 Clio Accounting Updates
20:56 Challenges in Building a GL
21:58 Exciting AI Developments in Legal Tech
23:42 Product Lab Insights
25:43 Backup Solutions for Legal Software

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Ghosted by a client? You’re not alone. In this Best Of episode, Sarah, Lynda, and Steve share real stories and smart strategies for handling unresponsive clients, setting boundaries, and keeping communication clear and professional.

01:22 Main Topic: Being Ghosted by Clients
03:12 Strategies to Handle Client Ghosting
05:25 Challenges and Real-Life Examples
09:52 Professionalism and Client Communication

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Discover how financial forecasting can future-proof your law firm. Hosts Lynda Artesani, Sarah Prevost, and Steve Libhart discuss tax planning, budgeting, seasonal trends, and AI tools for forecasting. Learn strategies for continuity, growth, and smarter decision-making.

02:39 Financial Forecasting and Business Planning
03:26 Importance of Forecasting and Tax Planning
08:55 Exit Strategies and Business Continuity
12:44 AI in Business Forecasting
18:17 The Rise of AI Companions
20:34 Financial Planning Tools and Their Limitations
21:54 The Importance of Accurate Data
24:18 Evaluating Marketing and Advertising Spend
30:04 Seasonality and Marketing Strategies

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

💼 Accuracy in billing isn’t optional—it’s essential. In this episode, we cover common pitfalls, smarter tracking, and tools to keep law firms profitable & trusted. 🎧

00:50 Listener Question: Settlement Fund Error
04:01 Explaining Qualified Settlement Funds (QSF)
04:55 Listener Questions: Conflict Checks
07:53 Importance of Billing Accuracy
08:40 Best Practices for Billing in Law Firms
11:17 Software Tools for Billing and Time Tracking
14:07 Communication and Trust in Client Relationships
15:15 Trust Account Management Challenges
15:58 Importance of Accurate Billing
18:26 Handling Client Costs and Expenses
20:37 Billing Processes and Client Communication
26:20 Common Billing Mistakes and Risks

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Best Of: Learn how KPIs drive law firm success. Sarah and Steve share practical tips to track growth, performance & profitability.

01:43 Introduction to KPIs for Legal Practices
03:18 Client Development and Growth KPIs
06:44 Client Retention and Referral Strategies
14:59 Efficiency and Productivity KPIs
17:48 Tracking Time and Email Management
18:31 Implementing Metrics and Tools
19:16 Charting Software and KPI Involvement
21:59 Key Metrics for Law Firms
23:37 Client and Employee Satisfaction
24:12 Open and Closed Matters
25:01 Adapting to Market Changes
26:32 Trust Ledger Balance
27:48 Implementing KPIs Effectively
29:06 Celebrating KPI Successes

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

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If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Discover the best law firm billing software options and learn how to choose the right solution for trust management, compliance, and efficiency.

00:41 Introduction to Law Firm Billing Software
02:07 Key Features to Consider in Legal Accounting Software
03:32 Listing Popular Legal Billing Software
05:55 Challenges in Adopting New Software
08:32 All-in-One vs. Ecosystem of Platforms
12:45 Importance of Customizable Reports and Permissions
14:20 Challenges in Software Acquisition
14:34 User Interface Importance
14:58 Vendor Interactions and Support
15:31 Choosing the Right Software
17:43 Practice Area Considerations
26:07 Software Trials and Demos

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Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.