Vineskills

You can always count on the Vineskills team to really get into the holiday spirit for our remote year-end party—especially our Founder Troy (AKA California Santa). ❄️ Happy holidays from Vineskills! ❄️

CFO of Vineskills, CFO of Finance Skills, AND Team Lead for our QuickBooks Connect product—this guy does it all. Huge thanks to Zac Meyer for your relentless hard work, leadership, and grit.

I had hoped to attend an event this week, but my schedule just didn't work out. So, instead, I took time to think about the topic we would have covered. I didn't get the chance to engage in direct dialogue with my peers, but I did give myself the space to clarify for myself where I'd like to be as a leader in the New Year. Leadership and management are often thought to go hand in hand, but they’re actually different—and by understanding their differences, I hope to change the way I approach both. For me, management is about organizing, planning, and getting things done. It’s about setting clear goals, creating processes, and making sure everything runs smoothly. As a manager, I often saw myself as the person responsible for building the structure that keeps things moving forward. As I step forward as a leader, I realize that leadership is more about inspiring and guiding others toward a shared vision. It’s about creating energy, aligning people, and fostering belief in possibilities that might not even be on the horizon yet. Here’s the key: you can have management without leadership and leadership can shine without formal management. As a manager I would make sure tasks were completed on time and resources were being used wisely. But leadership goes deeper—it’s about how I motivate and connect with people on a personal level. In my experience, the best leaders go beyond the traditional boundaries of management—not because they disregard structure, but because they inspire action. They lead through their ideas, their example, and the trust they build. I've seen how strong management lays the foundation that leadership elevates. When you bring both together—when leaders also have solid management skills and managers learn to lead—you create something truly powerful: organizations that are not just functional but transformational. The best leaders might not always be managers, but every exceptional leader I've worked with has exemplified the importance of inspiring people toward a common goal. What do you think—can leadership be an extension of management, or is it something entirely different? Vineskills

🗓️ Our very last Free Help of 2024 will be a general Filevine “Ask Me Anything” session today at 11 AM PST/12 PM MT/2 PM EST. Sign up to get the Zoom link: https://lnkd.in/gPAwYB_B

ICYMI: learn how to sync your billable expenses and payments from Filevine to QuickBooks Online, automate batch transfers, manage transactions across multiple bank accounts, and more in this live webinar replay. Watch it here: https://lnkd.in/gR39i6DU

Always nice to see our clients rockin' Vineskills swag—shoutout to the legends Sam Anderson and Bella Bean-Canales at Just Wrecked Law!

We had so many great audience questions from our QuickBooks Connect + Filevine Payments webinar last week that we're doing round 2! Join us today for a live follow-up Q&A at 11 AM MT/1 PM EST. Can't attend live? Register anyway, and we'll send you the recording: https://lnkd.in/gTxaSPmF

Learn how to simplify your finances through our On-Demand webinar with Vineskills on Filevine Payments & Quickbooks Connect! 📈 Watch full webinar at https://lnkd.in/g2X4H5qp #Filevine | #LegalTech | #Payments

As we near the end of 2024, it's our pleasure to introduce you to the newest member of our team, Amya P., as Director of People Ops. Amya will play a pivotal role in supporting our growth—while helping us stay true to "the Vineskills way." Welcome; here's to big things in 2025! 🚀

Do you use Lead Docket? Have 10 minutes to spare? Check out our December Lead Docket Free Help—we covered the basics of managing tasks in LD, including how to set up custom task workflows so nothing slips through the cracks.