We offer many free resources for entrepreneurs. You can find bookkeeping quizzes to test your staff (or potential staff), digital downloads, links to calculators and we add more regularly so check back or subscribe to our newsletter to be kept up to date on all the new releases..


For Attorneys

One thing which has become obvious over the years is that attorneys don’t always know whether they are doing things right.  Even if you have a bookkeeper, unless you are spot checking critical parts of their work, you may not know if they are qualified to do a good job for you.  The WSBA has specific rules on how you are to keep your accounts and the consequences for failing to meet these requirements can be problematic and a distraction to your primary focus, i.e. managing and growing your practice.  As a way to help, we’ve developed a test you can use for free.  You can take it yourself, have your existing bookkeeper take it, or use it when you are interviewing bookkeepers to be sure they are up for the task.  I use something similar in my practice to ensure our staff is comprised of top level pros.

Here is the link to download our IOLTA Test.

Good Luck!