Three Way Reconciliation Strategies for Predictable Law Firm Scaling | Law Firm Growth Lab Podcast
Автор: MarketCrest The Law Firm Growth Agency
Загружено: 2026-03-19
Просмотров: 1893
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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Welcome to the Law Firm Growth Lab, where we turn law firm marketing into a science.
Join top immigration and family law attorneys as they reveal the strategies, experiments, and systems that actually move the needle. No hype. No fluff. Just proven methods tested in the real world.
Visit our website to learn more: https://lawfirmgrowthlab.com
Submit to be a guest: [email protected]
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All episodes can be found on your preferred podcast platform (Spotify, Apple Podcasts, Amazon Music, and more)
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Hosted by the digital marketing pros at MarketCrest, each episode breaks down what’s working right now to help you scale your firm with data, clarity, and confidence.
Hit subscribe and start running smarter marketing experiments today.
Welcome to the Lab.
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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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