Accountants Law Pod™

Where Accounting Professionals and Law Firms Converge

Accountants Law Pod™ is a business podcast hosted by Unknown Host, with 168 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Accountants Law Pod™, a business show with 168 episodes published.

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  Accountants Law Pod™

  Why We Love Xero (Recorded at XeroCon 2026)

  Aug 20, 202623 min

  This episode comes to you live from XeroCon 2026 in Denver, recorded inside a vintage Airstream turned podcast studio! Lynda, Sarah, Steve, and producer Teaira dish on why Xero has become such a viable platform for law firms, from its accountant-friendly pricing and reporting tools to its seamless Clio integration and app ecosystem. They talk through the differences between Xero and QuickBooks for legal bookkeeping, touch on 1099 filing, and share some fun behind-the-scenes updates on the podcast's growth (20,000+ downloads and counting), the Accountants Law Lab, and a sneak peek at a new resource in the works for law firm owners. A lighter, on-the-road episode packed with real insight into why more legal accountants are giving Xero a serious look. 00:00 Airstream Cold Open  00:32 Welcome to XeroCon 00:58 Denver Adventures 01:34 Day One Floor Vibes 01:56 Why Xero for Law Firms 03:19 Pricing and Product Trust 05:22 Performance and Search Wins 08:38 Bank Feeds and Automation 09:52 Convention Floor and Brand 11:07 Integrations and App Ecosystem 12:01 Xero Mobile App Talk 12:23 Producer Teaira Spotlight 12:32 Tia Runs the Show 12:57 Roles Expanding Fast 13:36 Milestones and Momentum 13:57 Airstream Reunion Stories 14:21 Team Across Time Zones 14:44 Self Funded and Sponsorship Dreams 15:15 Danielle Upgrades Everything 15:45 Law Lab Resources Explosion 17:31 AI Chatbot and New Community 19:44 Conference Goals and Wrap Up 21:39 Post Recording Airstream Talk 22:01 ClioCon Scheduling Curveball Subscribe for weekly episodes covering law firm bookkeeping, legal tech, and accounting practice tips. Have a question or topic idea? Email us at info@accountantslawpod.com ‍ Join the Accountants Law Lab Mastermind: accountantslawlab.com Visit us at accountantslawpod.com Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed, produced, and edited by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice. The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.

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  Accountants Law Pod™

  Financial Cents Updates with Shahram Zarshenas

  Aug 13, 202647 min

  Shahram Zarshenas from Financial Cents joins Lynda, Sarah, and Steven for a deep dive into what's new in practice management software, and how AI is reshaping the way accounting and bookkeeping firms operate. They cover major product updates like automated file renaming, month end close automation, document tagging, and the upcoming profit and loss and cash flow reporting features. The conversation also explores Xero's growing presence in the market, why QuickBooks is losing favor with some firms, and how AI is shifting practice management from a system of record to a system of action. Plus, a candid look at how firm owners are already using AI tools like Claude in their own workflows. A must listen for any accounting or bookkeeping professional trying to figure out where AI fits into their practice. 00:55 Meet Shahram from Financial Cents 01:33 Awards Culture And Support 02:49 Why Financial Cents Works 05:10 AI Supercharging Development 06:31 Document Tags Time Saver 08:30 Client Portal View Mode 09:34 Month End Close Reports 10:54 WorkflowCon Highlights 14:15 Xero Integration Outlook 20:05 Ledger Ecosystems And AI Tools 22:50 Financial Reports Preview 23:38 P&L Collaboration Notes 25:08 AI Powered File Renaming 26:37 Effortless AI For Firms 28:38 Validate Rename Route Files 31:34 Creative AI Use Cases 37:32 Smart Intake Roadmap 39:33 System Of Action Future 43:19 Hiring Creativity With AI Subscribe for weekly episodes covering law firm bookkeeping, legal tech, and accounting practice tips. Have a question or topic idea? Email us at info@accountantslawpod.com ‍ Join the Accountants Law Lab Mastermind: accountantslawlab.com Visit us at accountantslawpod.com Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed, produced, and edited by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice. The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.

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  Accountants Law Pod™

  Dear Attorney, Stop Using Zelle as a Payment Type

  Aug 6, 202625 min

  Zelle is fast, convenient, and wildly popular. It is also one of the most dangerous payment platforms an attorney can use for client transactions. In this episode Steve Libhart and Sarah Prevost break down exactly why peer-to-peer payment platforms like Zelle create serious compliance exposure for law firms, from the commingling of funds when payments land in the wrong account, to the complete absence of dispute resolution when something goes wrong. They share real personal experiences with P2P payment scams, walk through the scenarios where Zelle becomes a compliance nightmare, and explain why so many state bars are actively warning attorneys away from it. A short but important episode for every attorney and legal bookkeeper who has ever seen Zelle appear on a client invoice. 00:51 Why Zelle Is Risky 02:40 Trust Account Pitfalls 04:50 No Disputes and Hacks 09:18 Compliance and Audit Trouble 11:22 Why Firms Still Use It 14:15 Client Expectations and Agreements 20:49 Scams and Real World Fraud Subscribe for weekly episodes covering law firm bookkeeping, legal compliance, and accounting practice tips. Have a question or topic idea? Email us at info@accountantslawpod.com ‍ Join the Accountants Law Lab Mastermind: accountantslawlab.com Visit us at accountantslawpod.com Has your firm ever had a client try to pay via Zelle? Drop it in the comments. 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. The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.

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  Accountants Law Pod™

  Holding the Weight of Someone Else’s Compliance on Your Shoulders

  Jul 30, 202623 min

  Holding the weight of someone else's compliance is one of the heaviest parts of legal bookkeeping, and in this episode Lynda Artesani, Sarah Prevost, and Steven Libhart get real about what that actually looks like in practice. From attorneys who earned their fees but were too afraid to move the money, to the moment you realize a client is using trust funds as a cushion, to Steve's own experience having to take action against someone he genuinely liked and respected, this is the honest conversation about trust accounting compliance that nobody else is having. The team covers how to say no with care, when to walk away, what to do when you spot something that looks wrong, and why having another set of eyes on the trust account is not optional. One of their most personal and important episodes yet. 01:10 Carrying Compliance Weight 01:44 When Advice Gets Ignored 02:19 Fear of Moving Earned Funds 04:24 Trust Accounting Mindset 07:04 Settlement Timing and Fraud 08:11 Education and Audit Readiness 10:30 Records and Validation Systems 14:35 State Rules and Timing Nuances 16:26 The Penny Problem 18:00 Spotting Misuse and Disengaging 19:46 Fixing Mistakes and Adding Oversight 20:49 Wins That Help Attorneys Sleep 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. The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.

  ListenShow Notes
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  Accountants Law Pod™

  Clio + QuickBooks Integration

  Jul 23, 202624 min

  Should you connect Clio to QuickBooks or keep them separate? Lynda Artesani, Sarah Prevost, and Steven Libhart settle the debate once and for all. In this episode the team shares real stories from files gone wrong, walks through the most common integration mistakes and how to avoid them, and makes a passionate case for why connecting the two systems is almost always the right move. From duplicate entries and one-way sync quirks to audit logs, undeposited funds, and the right way to set it all up before you flip the switch, this is the practical, no-fluff guide to the Clio and QuickBooks integration every legal bookkeeper needs to hear. 02:09 Why Integrate Clio 02:34 Integration Risks Setup 03:14 Revenue and AR Benefits 05:16 Audit Trail and Locks 07:10 Duplicates One Way Sync 09:25 Trust Clearing Account 11:48 Partial Integration Controls 13:22 Pro Tips Mapping Limits 14:50 Advanced Use Cases 18:25 Switching and Setup Checklist 20:47 Underutilized Software Mindset Subscribe for weekly episodes covering law firm bookkeeping, legal tech, and accounting practice tips. Have a question or topic idea? Email us at info@accountantslawpod.com ‍ Join the Accountants Law Lab Mastermind: accountantslawlab.com Visit us at accountantslawpod.com Are you connected or disconnected? Drop a comment and tell us why! 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. The stories we share from the field are meant to educate, never to shame. We have deep respect for attorneys and the complexity of running a firm, and we recognize that many of the mistakes we discuss happen simply because no one ever explained the rules.

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