Tag

#methods

Practice operations

What belongs in a time entry?

A time entry is evidence, not a sales pitch. Rohan Mehta on factual narratives, why the signed letter comes before the invoice, and how a private research note and a shared methods note are billed differently.

Rohan Mehta · Tax Partner · · 4 min read

How we work

Why does every client matter have its own lane?

Halden Foods is matter 2041. Orrin Marine is matter 2057. Their working papers are never in the same place, even though some of the same people work on both. Harriet Larkspur on what a matter lane is and what it protects.

Harriet Larkspur · Managing Partner · · 4 min read

How we work

Why does advisory work start in writing?

Before anyone at Larkspur & Vance opens a client file, there is a signed engagement letter. Here is what it records, why a request on a call is not a change of scope, and what goes wrong when a firm skips the letter.

Harriet Larkspur · Managing Partner · · 4 min read