QuickBooks Online Blueprint For Attorneys

How To Easily Setup and Use QuickBooks Online To Turn The Mess That Is Your Books Into A Useful Tool, Reduce The Time You Are Spending In QuickBooks, and Eliminate The Fear That Things Are Not Right

Why Use QuickBooks Online?

Access Your Books Anytime

The future of bookkeeping is changing. Whether you are in court, sitting in an Uber or at your desk in your office, you can turn any downtime into a productive moment. With this Blueprint you will learn how to send invoices, see how your business is doing, capture receipts, and more while on the go.

Get Paid Faster

You can set it up so QuickBooks Online automatically sends out your invoices once a month (or however often you send invoices). Keep track of your time and expenses and have those automatically get added to the invoices. Learn how to keep track of your time, put that time on invoices, add expenses to invoices and automate the sending out of invoices so you can get paid quicker.

Reduce Data Entry

QuickBooks Online allows you to automatically download and categorize banking and credit card transactions. This gives you the power to have transactions entered the same way every time without you having to touch them.

A Step-By-Step Course With…

25+ videos walking you through how to easily setup and best practices for using QuickBooks Online for your law practice.

Copy of QuickBooks Online Blueprint For Attorneys

What’s Inside QuickBooks Online Blueprint For Attorneys?

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Trust/IOLTA Accounts

Automate Processes

Getting Paid

Utilizing Reports

Trust/IOLTA Accounts

  • Discover how to keep track of client balances in your trust/IOLTA accounts so you instantly know when someone’s balance is running low
  • Never pay out more in from a settlement than your client received by having information easily accessible from anywhere
  • Learn two methods to pay invoices with a retainer so you can decide which works best for you
  • Run reports so you know that you are handling your books responsibly and will always be able to prove that what is in the trust/IOLTA is exactly what it should be

Automate Processes

  • Learn how to automate your books for recurring payments so you never have to manually enter them again
  • Automatically have invoices and receipts sent to your client’s email so they can make payments
  • Setup automatic ACH payments for your clients to pay via their checking account. No more wondering if the check is in the mail.
  • Connect your bank and credit card accounts so transactions will automatically download which will ensure transactions in QuickBooks match your bank statement (making reconciliation a breeze)

These videos can help your practice…see what people have to say!

“Your videos were definitely the most helpful and understandable of the several dozen I tried.”

“Thank you so much for your video on retainers!!! I was struggling on how to enter them”

Utilizing Reports

  • Learn how to run reports and which ones are important to see where you stand financially
  • Discover how to easily see who owes you money and how far past due they are
  • Setup a budget to keep your law practice on track as you grow your business
  • Ensure your reports are correct before you hand them over to your CPA so you don’t have to pay them to clean them up

Frequently Asked Questions

QUESTION: Will This Information Ever Go Out of Date?

ANSWER: QuickBooks Online is changing all the time.  They are constantly testing and tweaking the way their platform works.

But at the same time, here at Legal Ease Bookkeeping, LLC, we’re just as committed to keeping up-to-date with those changes, testing them, and sharing the very best of what works with our awesome customers.

So the short answer is yes: you can be sure that the information in the QuickBooks Online Blueprint for Attorneys will go out-of-date at some point…

And when it does, you can also be sure that we’ll promptly update it with all the most recent techniques, screen shots, and best practices.

QUESTION: Can you do my bookkeeping for me?

ANSWER: Sure…if you think that you do not want to do your books because you don’t have enough time, it seems better to hire an expert to do it for you, or for any other reason, we would love to help.

Our team will take a look at your books, see where you stand and give you a quote based on the work to get you caught up and keep your books up-to-date.

We are dedicated to helping attorneys with their books. Because we specialize with law practices, we understand all the nuances of IOLTA and trust accounts that some of our competitors don’t.

Click here to setup a time to talk so we can go over exactly what you are looking for.

QUESTION: Is there a guarantee?

ANSWER: Yep…we have a 30-day, no-questions-asked guarantee.

In other words, if you aren’t happy for any reason, just let us know and we’ll give you your money back. We obviously don’t think it’ll come to that, but if you’re even the least bit worried if this will work for you, then put your mind at ease.

QUESTION: How long will it take to get access?

ANSWER: Immediate.

Your login and access information will be sent to the email address you provide.

QUESTION: Can you make me a custom video?

ANSWER: Yes! We understand that you may have one question about a specific scenario.  We can make a video for you by logging into your books and show you how to do the specific thing you are trying to do.  

In fact, we may know a couple of different ways of accomplishing what you are trying to do so we may make you a couple of videos to explain why you might use one method over another.

To get a quote on making you a custom video please send us an email by clicking here or give us a call at 469-751-2150.

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