Épisodes

  • Law Firm Owners: The 6‑Month Trust Recon Time Bomb (Random Audit Story)

    Law Firm Owners: The 6‑Month Trust Recon Time Bomb (Random Audit Story)
    Jun 15 2026
    Law firm owners, if your trust account hasn't been properly reconciled in six months, you're not just "behind on bookkeeping" – you're one bar letter away from a nightmare.

    In this first episode of Confessions of a Law Firm Bookkeeper, I walk through a composite story of a two‑attorney estate planning firm that got randomly selected for a trust account audit after six months of no real reconciliation – and what we had to fix before they could sign that certification.

    I cover:
    • What actually happens when you get the "random trust audit" letter from the bar
    • How a $3,491.38 mismatch between the trust bank balance and the trust ledger exposed months of sloppy accounting
    • The month‑by‑month process we used to clean up the firm's IOLTA activity before the audit
    • 3 simple checks you can run this week to see if your own trust account is audit‑ready
    • Common red flags I look for: negative client trust balances and "ghost balances" that don't belong to any client

    At the end, I answer a few law firm bookkeeping questions and share a quick Tax Corner tip so you can stop guessing on quarterly estimates.

    Free Trust & Books Checkup
    If you're doing between $300k and $1M a year and you're not confident your books and trust account would survive an audit, grab a free Trust & Books Checkup here: https://bigbirdaccounting.com/checkup

    I help small law firm owners keep clean books, stay audit‑safe on trust accounting, and legally pay less in taxes.
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    11 min
  • How to write off trips to your fave vacation spot

    How to write off trips to your fave vacation spot
    May 21 2026
    How to write off trips to your fave vacation spot
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    1 min
  • Easy way to stop putting business expenses on personal accounts

    Easy way to stop putting business expenses on personal accounts
    May 18 2026
    Easy way to stop putting business expenses on personal accounts
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    1 min
  • Law firm owners should ALWAYS extent their tax filings

    Law firm owners should ALWAYS extent their tax filings
    May 17 2026
    Law firm owners should ALWAYS extent their tax filings
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    1 min
  • How to write off a sauna

    How to write off a sauna
    May 16 2026
    How to write off a sauna
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    1 min
  • What a law firm bookkeeper actually does

    What a law firm bookkeeper actually does
    May 16 2026
    What a law firm bookkeeper actually does
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    1 min
  • How to Write Off a G-Wagon

    How to Write Off a G-Wagon
    Apr 24 2026
    How to Write Off a G-Wagon
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    2 min
  • How to Save Thousands a Year With Clean Books

    How to Save Thousands a Year With Clean Books
    Apr 23 2026
    How to Save Thousands a Year With Clean Books
    U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com
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    1 min