Three Way Reconciliation Strategies for Predictable Law Firm Scaling | Law Firm Growth Lab Podcast

Описание: Trust accounting is a silent killer of law firm growth, but mastering your three-way reconciliation protects your cash flow and your license. In this episode, we share insights from a bookkeeper with 10 years of experience to help you turn financial chaos into predictable systems.

👩‍⚖️ Guest: Brandy Derrick
📍 Owner, Legal Ease Bookkeeping, LLC
🌐 Learn more: https://legaleasebookkeeping.com/
📲 Follow on Facebook:   / legaleasebookkeeping  
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Timestamps:
00:00: The Silent Killer of Law Firm Growth
01:03: Introductions and 10 Years of Specialization
02:15: The Proper Way to Do Three Way Reconciliation
03:22: Staying on Top of the Books Weekly
05:09: Coaching Multi State Firms on Trust Accounts
06:27: Bulletproofing Against Co-mingling Funds
07:43: Tracking Earned Fees and CRM Integration
09:36: Merchant Accounts and Bar Association Rules
11:38: The Monthly Trust Compliance Packet
13:29: Making It Easy with Legal Ease Bookkeeping
15:29: Catching Negative Client Balances Early
17:26: Checklist Before Disbursing Settlement Funds
20:31: Researching Stale Checks and Mystery Balances
23:40: Top Three Controls to Lower Firm Risk
25:53: Outsource What You Don't Know
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This podcast has been prepared for general information purposes only and is not legal advice.

This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship.
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