If your law office’s filing “system” is a shoebox and a prayer, you’re not alone—but there’s an easier way. Lost receipts lead to compliance nightmares and missing deductions, leaving you stressed come audit season.
The Receipt Chase: Why It Must End
- Expenses go unclaimed, costing the firm real dollars.
- Gaps in records raise questions with the IRS and Bar Association.
- Stress levels spike every tax season.
Build a Better System Today
1. Go Digital
Invest in apps that let you (or your team) snap and upload receipts instantly. Integrate with your accounting software so nothing goes missing.
2. Establish Clear Policies
Make it easy for everyone to submit receipts—right away, not two months later.
3. Delegate Wisely
Assign a paralegal or admin the weekly task of matching, uploading, and categorizing all receipts.
4. Monthly Reviews
Don’t wait for April—review receipts and expenses monthly, so issues don’t pile up.
The SkillBench Secret
Our CPA-certified systems match receipts to expenses, so nothing is missed or double billed. We make receipt management painless, audit-proof, and (dare we say?) even a little fun.
Final Word
You became a lawyer to practice law, not chase paper. Automate what you can, delegate the rest, and leave the chaos behind. Your blood pressure—and bottom line—will thank you.
