Annette Fadness's guest appearances

Annette Fadness

Exit Coach Radio

Lawyers Gone Ethical

Roger Firestien

Adam Grant

Dan Miller

Todd Palmer

Sean Adams

Bob Thurman

Tom Schwab

Lee Goldberg

John Lee Dumas

Kathy Fettke

Chris Hill

Chris White

Steven Masley

Ryan Smith

Ahmad Munawar

OwlTail

Mistakes in handling funds entrusted to lawyers account for a large percentage of bar complaints and prosecutions. Most lawyers realize that mishandling their trust account can lead to big trouble, but many still struggle to do it right. At Clio Con 2019, bookkeeper to the solos and smalls of the country Annette Fadness sat down with Megan to talk about what can go wrong with trust accounting, how to avoid many common mistakes, and why professional help can be a really good idea. Resources Mentioned: Clio TrustBooks LawPay Guest Info: Annette's Website Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in  Apple Podcasts,  Stitcher Radio,  Google Play, and  Tunein and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: Twitter Facebook LinkedIn Website Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

Mistakes in handling funds entrusted to lawyers account for a large percentage of bar complaints and prosecutions. Most lawyers realize that mishandling their trust account can lead to big trouble, but many still struggle to do it right. At Clio Con 2019, bookkeeper to the solos and smalls of the country Annette Fadness sat down with Megan to talk about what can go wrong with trust accounting, how to avoid many common mistakes, and why professional help can be a really good idea. Resources Mentioned: <a href="https://www.clio.com/" rel="noopener nofollow" target="_blank">Clio</a> <a href="https://trustbooks.com/?utm_source=google&amp;utm_medium=cpc&amp;utm_term=trust%20books&amp;gclid=Cj0KCQiAqNPyBRCjARIsAKA-WFz1QLMcxp1Pb-pAEl-IqR9OGqquS0N_n_I8qFhfvXH33yxY98ZCI8YaAvv1EALw_wcB" rel="noopener nofollow" target="_blank">TrustBooks</a> <a href="https://lawpay.com/" rel="noopener nofollow" target="_blank">LawPay</a> Guest Info: <a href="http://www.jurisbookkeeping.com/" rel="noopener nofollow" target="_blank">Annette's Website</a> Thanks for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday. If you enjoyed this episode, please help me get the word out about this podcast. Rate and Review this show in <a href="https://itunes.apple.com/us/podcast/lawyers-gone-ethical/id1352001379" rel="nofollow" target="_blank"> Apple Podcasts</a>, <a href="https://www.stitcher.com/podcast/megan-zavieh/lawyers-gone-ethical" rel="nofollow" target="_blank"> Stitcher Radio</a>, <a href="https://play.google.com/music/listen#/ps/Ihfltwipftvbzncwm7o35o4ymvi" rel="nofollow" target="_blank"> Google Play</a>, and <a href="https://tunein.com/podcasts/Legal/Lawyers-Gone-Ethical-p1129419/" rel="nofollow" target="_blank"> Tunein</a> and be sure to share this podcast with a friend. Be sure to connect with me and reach out with any questions or recommendations for specific resources: <a href="https://twitter.com/zaviehlaw" rel="nofollow" target="_blank">Twitter</a> <a href="https://www.facebook.com/zaviehlaw" rel="nofollow" target="_blank">Facebook</a> <a href="https://www.linkedin.com/in/meganzavieh" rel="nofollow" target="_blank">LinkedIn</a> <a href="http://www.lawyersgoneethical.com/" rel="nofollow" target="_blank">Website</a> Email me at megan[at]zaviehlaw[dot]com This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.

Trust Accounting For Lawyers with a Trusted Bookkeeper with Annette Fadness [LGE 101]

Host: Bill Black. Annette is a seasoned bookkeeper and QuickBooks consultant who helps small business owners get the most out of the QuickBooks software. Audio library: www.ExitCoachRadio.com. New content daily - check back often!  Transcription:    Bill: When should someone consider outsourcing books to someone like yourself?    Annette: I always think it's a good idea. The only time you shouldn't is if you're just getting started, and literally you can't afford it. We know how lean it is the first few months or first few years in a business. And at some point you have to just sort of just choose, look, in a perfect world, I would have this, but I won't. So, that would be one instance where you wouldn't. Alternatively, if your business is really simple, and you, or your spouse, or your assistant, or your fill in the blank, some trusted person, has a strong accounting background and knows Quickbooks fair well, and they're going to do it for you, awesome. Or, if you, yourself, have that accounting background, and you have the time to do it. But, I just think that in most cases it's not the best use of the business owner's time, and often they're not going to do as good of a job.    Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to   Grow Your Business Value, Protect Your Family and Prepare for your Future Transition. Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Host: Bill Black. Annette is a seasoned bookkeeper and QuickBooks consultant who helps small business owners get the most out of the QuickBooks software. Audio library: <a href="http://www.ExitCoachRadio.com" rel="nofollow" target="_blank">www.ExitCoachRadio.com</a>. New content daily - check back often! Transcription:  Bill: When should someone consider outsourcing books to someone like yourself?    Annette: I always think it's a good idea. The only time you shouldn't is if you're just getting started, and literally you can't afford it. We know how lean it is the first few months or first few years in a business. And at some point you have to just sort of just choose, look, in a perfect world, I would have this, but I won't. So, that would be one instance where you wouldn't. Alternatively, if your business is really simple, and you, or your spouse, or your assistant, or your fill in the blank, some trusted person, has a strong accounting background and knows Quickbooks fair well, and they're going to do it for you, awesome. Or, if you, yourself, have that accounting background, and you have the time to do it. But, I just think that in most cases it's not the best use of the business owner's time, and often they're not going to do as good of a job.   Visit <a href="http://www.ExitCoachRadio.com" rel="nofollow" target="_blank">ExitCoachRadio.com</a> for Audio, Videos, Books andInteractive Tools to  Grow Your Business Value, Protect Your Family and Prepare for your Future Transition. Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or <a href="https://www.getdrip.com/forms/7513498/submissions/new" rel="nofollow" target="_blank">click here</a>

Annette Fadness - The Importance of Clean and Current Books