LeanLaw Presents 3-Part Meetup Series for Accounting Pros

How to Service Mid-Market Law Firms

Starting on February 12, 2020, LeanLaw presents a 3-part series as part of our Monthly Online Meetups for Accounting Pros. 

  1. February 12, 2020: Part One: How to Win Mid-Market Clients
  2. March 6, 2020: Part Two: How To Onboard a Mid-Market Client?
  3. May 13, 2020: Part Three: The demands of servicing a mid-market client. What do they need?

LeanLaw’s Chief Operating Officer, Jonathon Fishman, will join LeanLaw Accounting Pro Lynda Artesani, in addressing law firm accounting professionals so that they can not only get a deeper understanding the mid-market law firm client, but also how to become a valued and trusted adviser.

In the 2nd half of each meetup, we’ll go over more LeanLaw software features.

LeanLaw’s monthly online meetups are a way for the accounting community to gain knowledge, community and insight into their law firm clients.

See you there!

3-Part Meetup Series for Accounting Pros.

How to Service Mid-Market Law Firms

Part One: How to Win Mid-Market Clients

You’ll learn:

  • What’s a mid-market client?
  • How do they differ from small law firms?
  • What do they need that’s different from a small law firm?
  • What do you need to know and convey?

Part Two: How To Onboard a Mid-Market Client?

You’ll Learn:

  • Data: What comes out of accounting tool vs. billing tool
  • How to best work with the client team
  • How to develop a schedule – 90 days is all it takes!
  • Best practices for training and continued support
  • Who the key players are
  • What the key reports are

Part Three: The demands of servicing a mid-market client. What do they need?

You’ll learn:

  • Specific tasks, Monthly? Quarterly? Yearly? How to productize.
  • Best communication tools to interact with law firm team?
  • Workflow related items (reconciliation) vs. more qualitative so that you can become a trusted adviser.
  • Where is your value add?
  • How do you handle the volume of work? Can you create partnerships?

    Jonathon Fishman, Chief Operating Officer at LeanLaw, the top rated legal app in the QuickBooks Online App Store, talks to lawyers and accounting pros who service law firms every day. Jonathon thinks long and hard about how best to service our law firm clients. Through Jonathon, LeanLaw provides those findings to our LeanLaw Accounting Pros so that they can help fine-tune the operations of the small to mid market law firm. The program was created out of our law firm clients’ need to connect with accounting experts. These lawyers understand that accountants and bookkeepers who are proficient with LeanLaw software can make dramatic changes in the efficiency and profitability of their law firms.

    Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable. Her specialty is working with attorneys, real estate clients and start-ups.

    Lynda was recognized by Intuit and invited to be a member of the Intuit Advisory Council and the Intuit Trainer Writer Network. Additionally, she is the first Expert Columnist for the QB Community forum. She also co-admins a Facebook group with Matthew Fulton to help other business owners with QuickBooks, marketing, apps, workflow challenges and much more. The group is called QB Community Live!