Connected Accounting is SIX YEARS OLD!! 🎉
In honor of the last 6 years, Marie shares 6 lessons she's learned from being in business
Cheers to all that Connected Accounting has accomplished in the last 6 years! We cannot wait to see what the next 6 bring. ❤️
Law Firm Owners: Are You Tracking Case Expenses Correctly?
📁 Separate Case-Related Expenses from Operating Costs
🧾 Know What’s Reimbursable
📊 Use a Matter-Based Tracking System
💸 Track Timing for Reimbursement
✅ Stay Audit-Ready
Investing in Your Legal Team’s Growth: A Smart Move for Your Firm
Here’s how to prioritize your team’s growth -->
Why it’s worth it:
-Boosts team expertise and confidence
-Enhances your firm’s reputation and client trust
-Improves retention by showing you value employee growth
If you're coasting into Q3 without checking your financials, this is your sign!
✅ Checking in on cash flow
✅ Spotting surprise expenses
✅ Course-correcting for profitability
✅ Planning for taxes before YE panic
✅ Making smarter business decisions for the rest of the year
Throwback to last year's retreat and all the fun we had in Nashville!! 🤠
🤝 Real-time collaboration
😂 Inside jokes that don’t need Slack
💡 Fresh ideas sparked over coffee, not Zoom
🧠 Deeper trust that builds better teamwork
💚 And honestly-it’s just fun to be humans together
At Connected Accounting, we lead with people—not just spreadsheets.
Our values:
- Clear Communicators
- Team Oriented
- Reliable, Reliable, Reliable
- Dedicated and Passionate
- Forward Thinkers
This is accounting that connects the dots.
This is Connected Accounting.
Top 5 Questions to Ask Your Accountant Before YE
1. How can I reduce my tax liability before YE?
2. Are my books clean & ready?
3. Should I make any major purchases/investments before YE?
4. Am I paying myself the most tax-efficient way?
5. What should I be doing now for NY?
August is National Wellness Month — and a great reminder that taking care of ourselves isn’t optional.
See a few ways to support workplace wellness this month (and beyond).
This month, we're building workplaces where wellness isn’t a trend—it’s part of the foundation. 💚
Wishing Alexis a happy anniversary today! Alexis is celebrating two years with Connected Accounting and has supported the operations of the team so well!
We thank her for all her hard work and dedication these last two years - and hope for many more to come! 🤩
Managing cash flow is especially challenging for law firms that rely on settlements, where payment timelines can be uncertain.
Here’s how to take control of your cash flow:
Create a Reserve Fund
Leverage Legal Funding
Negotiate Payment Terms with Vendors
Track Case Costs Closely
Because we work from home, we sneak in walks with our pups, baby snuggles, an extra cup of coffee (or two), & a lunch break workout!
We still leave plenty of time for reconciling, collaborating with the team, and conversing with our clients.
What does your workday look like?
We are pleased to announce that Dustin has been promoted to Accounting Supervisor!
His hard work, dedication to this team, and attention to detail have been unmatched - leading him to such an accomplishment.
Cheers to new beginnings with Dustin and this team!
Our team will be out of the office today, Friday, July 4th to celebrate Independence Day!
We’ll be back to crunching numbers and answering emails on Monday, July 7th.
Wishing you a safe and festive 4th! 🎆
#Finance#cloudaccounting#ConnectedAccounting#accountant#4thofJuly
How Marketing Agencies Can Leverage Technology to Scale
The game-changer? Leveraging the right tech stack.
Imagine:
✔️More time for strategy.
✔���Faster client approvals.
✔️Fewer operational bottlenecks.
Running a restaurant means juggling staffing, tips, overtime, and compliance—and payroll can get messy FAST.
Why Automate Payroll?
🔹 Save Time
🔹 Ensure Accuracy
🔹 Stay Compliant
🔹 Seamless Integrations
Ready to ditch payroll headaches? Let’s talk automation! 👇
✨ Why Clio’s a game-changer for legal accounting:
✅ Track billable hours like a pro
💸 Seamless invoicing
📁 Trust accounting made easy
📊 Financial reporting, simplified
Ever wondered what a day in the life of our CEO looks like?
When she isn't chasing around her one year old son, Luca, she can be found networking, meeting with new potential clients, putting out client fires, and connecting with the team.
Friendly reminder that our team is taking time off in honor of Juneteenth tomorrow. We recognize Juneteenth and celebrate Black culture & achievements, & commit to building a more equitable future together.
All emails will be responded to when we return to the office on 6/20.
A Restaurant Owner Called Me in a Panic - "We’re booked solid every night… but we’re out of cash. How?"
Here’s how to keep the cash flowing:
Budget for Reality
Cut Costs w/o Cutting Corners
Use Credit Wisely
Check Cash Flow Every Week
Plan for the Unexpected