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.
- February 12, 2020: Part One: How to Win Mid-Market Clients
- March 6, 2020: Part Two: How To Onboard a Mid-Market Client?
- 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?
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!
