Insightful Accountant | Blog

Legal Niche Pro Tips are focus of our February 18th QBTalks

Written by William Murphy | Feb 9, 2026 5:44:59 AM

Even though I can recall watching all of the television lawyer shows in the list below, I realize that many of you as too young to remember all of them. Even so, this list illustrates a progressive history of interest by the American public in ‘fictionally adapted’ true-to-life legal drama.

  • Perry Mason in the 1960s,
  • Ben Matlock (aka: the original ‘Matlock’) in the 1980s,
  • L.A. Law in the 1980s,
  • Boston Legal in the 2000s,
  • Suits in the 2010’s,
  • Bull in the late 2010s,
  • Family Law in 2020s,
  • Suits LA in the 2020s,
  • The Lincoln Lawyer in the 2020s,
  • and Matlock in the mid-2020s.

While the American public has a fascination with such legal dramas, well beyond the interests of those who decide to “go to law school” (or even paralegal school) and become part of the legal profession, there have consistently been a group of ‘accounting’ professionals and ‘legal techy’ consultants who have supported the legal profession behind the scenes.

Legal finance, depending on the type of law practiced, can include one of the most demanding financial tracking mandates anywhere around. And not only are the requirements cumbersome, the penalties for not following those requirements can be life changing.

For years, the number one cause of lawyers being disbarred was ‘improper handling of client trust funds.’ Many a lawyer, even talented trial lawyers, not only got disbarred but ‘went to jail’ over failures to properly account for and distribute funds held in trust.

Most lawyers generally know the law (civil, criminal, business, etc.); with the exception they often appear ignorant of the laws governing their own profession. They can successfully defend a client charged with murder, as did Perry Mason and Ben Matlock, always turning the tables on the actual guilty party who was testifying against their client. Or they can sue and collect millions of dollars from corporations that take advantage of the public. They can draft iron clad financial transactions that avoid the majority of taxes for years upon years, or they can draft trusts for families to provide for generations of well-being for the underserved. 

Yet, understanding that Client Funds in their possession must be reported in both an ‘Asset Account’ and a ‘Liability Account’ at the same time stretches their minds beyond comprehension (figuratively speaking, of course). And rely on QuickBooks or another small accounting system to properly track those accounts, segregate them by client and matter, properly record expenses vs distributions and responsibly manage interest associated with such funds, takes a special kind of expertise.

Such is the need for those who wish to home in on “legal” as a niche specialization for accountants, bookkeepers, and ‘tech’ consultants including QuickBooks ProAdvisors. On Wednesday, February 18, 2026, at 2:00 PM Eastern, Insightful Accountant will present QBTalks “Pro Tips: Legal Niche”.

QBTalks attendees have told us that you wanted more coverage on Niche Specializations that could help you build your practice. At our upcoming webinar, Caren Schwartz, recipient of Insightful Accountant's first 'Niche Practice’ ProAdvisor Award (back in 2014) will help you do that. With more than thirty years’ experience in working with Law firms, and numerous certifications in law firm and accounting technology, Caren will share not only tips for working with law firms, but strategies for building a niche practice focusing on attorneys and law firms.

During her presentation Caren will focus on those things that make law firms unique from other professional businesses. She will also illustrate ways to implement sound fiscal management practices within a law firm.

Caren will discuss how you as a ‘Legal-niche Practioner’ can leverage technology using legal-specific apps and software.

Another key aspect of Caren’s presentation will be on how you, as a ‘Legal-niche Practioner’ can build strong relationships with the law firms you serve and enhance your value to those firms.

Join me later this week in my second promotional article for our February 18th QBTalks webinar when we preview ‘compliance with legal industry regulations.’ A key foundation to your ability to specialize in law firms and build a successful ‘legal niche’ practice.

About this Webinar’s CPE and CPE Learning Objectives:

The legal industry can gain from the services of knowledgeable advisors. If you serve, or are looking to serve, the legal industry market, this webinar will help you understand the market. This webinar will help you understand what makes the industry unique and how you can serve them and help them stay compliant.

To ensure this webinar qualifies for one (1) CPE credit, it must have meaningful learning objectives. To qualify for CPE, participants must attend a minimum of fifty (50) minutes of the webinar and must answer a minimum of three (3) CPE polling questions based on the stated learning objectives set forth below.

Upon completion of this one-hour webinar, participants should be able to:

Identify unique features of law firms that set them apart from other businesses.

Identify financial management processes needed explicitly by law firms.

Identify specific tools that can be leveraged on behalf of legal industry clients.

How To Attend This Webinar:

If you are already registered for QBTalks, you are automatically registered for the new QBTalks-Apps series. If you are not already registered, you can:

Register* Here for QBTalks (and QBTalks-Apps)

So be sure to join us for this highly informative ‘legal niche’ focused edition of QBTalks on February18, 2026, at 2 PM Eastern.

Disclaimer:

*- registration link will register you for not only the current QBTalks (or QBTalks-App) webinar, but all future QBTalks and QBTalks-App webinars. Registrants can withdraw their registration at any time in the future.

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