the JOURNAL
the JOURNAL
This isn’t just another blog - it’s your blueprint for organized, compliant, and profitable financials. Tailored for ecommerce brands, contractors, law firms, and service providers.
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Attorney Trust Account Rules: State-by-State Requirements
Attorney trust account rules by state: reconciliation requirements, recordkeeping periods, and IOLTA rules for CA, TX, FL, NY, and more. Quick reference guide.
IOLTA Account Interest: Where It Goes and Why You Never See It
Where does IOLTA interest go? Your trust account earns interest, but you never see it. Learn how IOLTA programs collect and distribute these funds.
IOLTA Recordkeeping Requirements: What to Keep, How Long, and How to Prepare for Audits
IOLTA recordkeeping requirements explained: what documents to keep, retention periods by state, and how to organize for bar audits. Practical checklist included.
IOLTA Account: The Complete Guide for Law Firms
What is an IOLTA account? Complete guide to opening, managing, and staying compliant with your lawyer trust account. From a bookkeeper who reconciles them weekly.
Law Firm Cash Flow: Why Profitable Firms Run Short (And How to Fix It)
Law firm cash flow problems aren't about revenue. They're about timing. Learn how to build reserves, reduce lockup, and use trust accounting to predict cash crunches before they hit.
10 IOLTA Compliance Mistakes That Trigger Bar Complaints
The 10 most common IOLTA compliance mistakes that trigger bar complaints, why they're violations, and how to fix them before they become problems.
Accounting for Law Firms: The Monthly Financial Playbook Every Firm Needs
Master monthly accounting for law firms with this complete playbook. Learn IOLTA 3-way reconciliation, trust accounting compliance, matter-level reporting, and when to outsource bookkeeping for attorneys. Includes trust accounting checklist and audit framework.
Law Firm Metrics: Essential KPIs That Drive Profitability and Growth
Track the 6 metrics that show whether your firm is actually profitable-not just busy. Includes benchmarks by practice type, calculations, and what to do when numbers fall below target.
Law Firm Growth: 6 Metrics That Show If You're Actually Growing (Or Just Getting Busier)
Is your law firm actually growing or just getting busier? 6 metrics that reveal real growth, common mistakes to avoid, and what to focus on by practice stage.
7 Essential Outsourced Bookkeeping Services to Boost Your Success
Discover the best outsourced bookkeeping services to find the perfect match for your business needs. Read on to simplify your financial management.
Bookkeeping for Consultants: The Essential Guide 2025
Master bookkeeping for consultants in 2025 with this essential guide covering setup, automation, tax tips, and best practices to boost compliance and profitability.
Accounting for Attorneys: The Definitive Guide for 2025
Master accounting for attorneys in 2025 with this definitive guide covering compliance, trust accounting, technology, and strategies to protect your law firm.
Guide to Legal Accounting Services: What Law Firms Need in 2025
Discover what law firms need from legal accounting services in 2025. Explore trends, compliance, technology, and how to choose the best partner for growth.
Legal Accounting Guide 2025: Essential Insights for Law Firms
Staying ahead in legal accounting means understanding the shifts shaping the profession. Many law firms are adopting advanced technologies and integrated solutions to remain competitive and compliant.
Outsourcing Ecommerce Bookkeeping: How to Know You’re Ready (2025)
Outsourced ecommerce bookkeeping delivers accurate reporting, tax compliance, and cost efficiency for Shopify, Amazon, and multi channel businesses.
Ecommerce Bookkeeping Services: What CPAs Don’t Cover
Ecommerce bookkeeping services for Shopify, Amazon, and online sellers. Get reconciliation, sales tax compliance, inventory, and cash flow reporting that scale with your business.
Ecommerce Chart of Accounts: 2025 Guide to Setup
Set up your ecommerce chart of accounts in 2025 with confidence. Learn how to track sales, COGS, shipping, and taxes across Shopify, Amazon, and Stripe for accurate reporting.
Ecommerce Cash Flow vs Profit (2025 Guide): The Costly Difference
Ecommerce cash flow vs profit isn’t equal. See how Shopify, Amazon, and Stripe payouts distort cash, why COGS skews profit margins, and how bookkeeping keeps both aligned for growth.
QuickBooks vs Xero: Ecommerce Bookkeeping (2025 Comparison Guide)
QuickBooks vs Xero for ecommerce bookkeeping in 2025: Compare payouts, sales tax, inventory, and integrations. Learn which platform fits solo sellers vs scaling brands — and why most ecommerce bookkeepers recommend QuickBooks Online.
Stripe Reconciliation for Ecommerce Sellers: What Everyone Gets Wrong
Stripe payouts rarely match sales totals in an ecommerce dashboard. Fees, refunds, and chargebacks are deducted before deposits reach the bank, creating gaps if not reconciled. This guide walks ecommerce sellers through Stripe reconciliation in QuickBooks Online - from recording gross sales and fees to using a clearing account for accurate reporting. Learn how to prevent overstated revenue, misclassified expenses, and hidden fraud risks with structured bookkeeping practices built for growth.