Ever felt overwhelmed by new clients while your internal processes needed a serious tune-up? We've been there, deciding to slow down client intake to focus on what really matters: streamlining our operations. Taking a bold step, we paused to enhance our financial reporting and client management processes. The secret? Implementing LiveFlow to directly integrate QuickBooks data into our spreadsheets, revolutionizing the way we work with financial data. Imagine opening a client file and, within minutes, grasping their financial health thanks to automatically updated LiveFlow templates. No more hours wasted; just quick, accurate insights that allow you to serve clients better and faster.Imagine opening a client file and, within minutes, grasping their financial health thanks to automatically updated LiveFlow templates. No more hours wasted; just quick, accurate insights that allow you to serve clients better and faster. How have you transformed your firm's processes for the better? Ever used a tool that turned everything around? Drop your stories or tips in the comments below. ============= Connect with Us: LinkedIn: https://www.linkedin.com/showcase/law-firms-finance/ Website: https://www.tlturnergroup.com/ Facebook: https://www.facebook.com/groups/lawandfinance Email: contact@tlturnergroup.com

If you are going to scale you should have a combination of two things... 1) a clear understanding of what parts of your business are actually ready to scale. 2) patience to work on your business and/or team to get the other parts of your business ready to scale. Some of the best advice that owners of much larger firms than mine $15M - $30M have personally told me; "be honest with yourself about what parts of your business are ready to scale because if you try to scale in an area of weakness you will set yourself up for failure or a world of pain". I took this advice to heart and I must say it is going well so far. ============= Connect with Us: LinkedIn: https://www.linkedin.com/showcase/law-firms-finance/ Website: https://www.tlturnergroup.com/ Facebook: https://www.facebook.com/groups/lawandfinance Email: contact@tlturnergroup.com

What if you stumbled on an idea that brought more growth to your firm than you expected? This might seem like something that couldn't happen to you but it did for a firm that reached out to us. The firm had been working on its marketing and internal processes and finally tweaked things enough to start seeing the new client referrals materialize and their revenue jump up faster than expected. It's true what many have said when it comes to your marketing, consistency with strategic tweaks overtime can lead to great results. In the process of making those tweaks, there were a few key factors that they wish they would have done better, especially on the finance side of their firm so we laid out a few key financial tips to help them and wanted to share them with you. These financial tips can really help you get ahead of some of the potential problems that you could run into when your strategy starts to pick up speed as it will if you stay strategically consistent. Here are a few key topics that I discuss in this video of helpful tips: - How to implement a dynamic budgeting process to protect your firm as you grow - The key ROI metrics that you want to keep an eye on - Financial tips to avoid the pipe dream sellers - Warning for avoiding the number #1 profit killer that we have seen damage growing firms. Let us know what you think about the tips in the comments and share this with other law firms. ============= Connect with Us: LinkedIn: https://www.linkedin.com/showcase/law-firms-finance/ Website: https://www.tlturnergroup.com/ Facebook: https://www.facebook.com/groups/lawandfinance Email: contact@tlturnergroup.com