How would your best accountant friend recommend you streamline your law firm’s management of bookkeeping, accounting, and general finances? Listen & find out…

Show Notes

Amanda Aguillard has been a Certified Public Accountant since 2001. She holds a Masters Degree in Taxation from the University of Denver, and loves helping small law firms (and other small businesses) improve their financial data handling and accounting (especially by harnessing useful technologies).

  • Aguillard Accounting – Amanda’s main business website
  • Amanda’s Training Service for accountants and bookkeepers
  • Xero; – online accounting service recommended by Amanda
  • Quickbooks online – online accounting service by Intuit
  • Zapier; – connect cloud services and create mind-blowing automations
  • MileIQ; – automated vehicle mileage tracking app
  • HubDoc; – automatically imports financial data to Quickbooks, Xero and Box (now owned by Xero)


Want to take your practice to the next level?

If you want to make big changes and massively improve your law practice check out my upcoming Small Firm Bootcamp conference – a 2-day conference for attorneys who want to learn how to better leverage tech (i.e. automation, paperless practice, mobile/virtual practice) to transform their practices. Special “early bird” pricing is still in effect as of the recording date of this episode

And as soon as you register for the Bootcamp you’ll get access to 60+ lessons that have been pre-recorded, plus you’ll be invited to a weekly webinar series that will run each Thursday or Friday up until the May 7th & 8th Bootcamp.

In case you’re wondering how the current global virus crisis will affect the Bootcamp, it won’t affect it much. We’ll have the live sessions in New Orleans and live stream those for folks who want to participate remotely (and get access to recordings of the live streams).

And if for any reason, we can’t do the live sessions in the hotel we’ll shift to completely virtual programming via GoToWebinar sessions all day on May 7th and 8th. And those sessions will be recorded as well.

So, once you sign up for the Bootcamp you’ll get access to pre-recorded content and to live webinars, which are all being recorded.

If you don’t want to register for the Bootcamp, but want to attend the weekly webinars you can do so by signing up here (you won’t get access to any recorded material; just the live weekly webinars).

Finally, if you’ve enjoyed this podcast you’ll probably appreciate my Co-Pilot coaching program …which is designed to help you to harness the power of modern technology so you can start working less, earning more, and enjoying more time off.


General Resources

Thanks to Our Sponsors

SweetProcess is a great way to document your important workflows. Doing so will help make your practice run more smoothly, and require less involvement on your part to keep things running smoothly.
The best way to understand how SweetProcess will help streamline your firm is to start using it. The company offers a 14-day free trial, but as a loyal listener of this podcast, you can try it for 28-days free of charge. And you don’t even have to enter a credit card to get started.
Just navigate to to start your 28-day free trial today.
And thanks to the other sponsor of this podcast… is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire you’re actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.
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If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
Find out more at EmeraldCity Pro

Technology creates massive leverage when you use it selectively. This short Assessment will help you discover which tools you should be using to make massive improvements.