Working notes.

What I'm building and how I run the practice: the websites, the AI systems, the apps, and the rules I work under as a Connecticut attorney. Written for the firm or business owner deciding whether any of it applies to them.

1. Oct 20, 20267 min read

   Running the practice on agents

   What I automated in my own bookkeeping, invoicing, and reporting

   I run a one-person practice. An agent now prepares my sales tax worksheet every month, and nothing gets filed or sent until I've checked it. Here's how the money side works, and what I still do myself.

   Filed under

   • Practice
   • Agents
   • Bookkeeping