CosmoLex Webinar Series

2023 Year-end Accounting Checklist for Canadian Law Firms

On-Demand Now

End-of-year reviews and organization can set you up to save valuable time and money during tax season, and getting organized while the numbers are still fresh may help you down the line in the case of an audit or disputed charges.

As you embark on your year-end accounting, CosmoLex has the tools and resources you need to get started.

Learn about:

  1. Legal accounting basics for firms in Canada
  2. A comprehensive checklist of items to review
  3. How legal technology can help you get started

About Our Guest Expert

 
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Erica Birstler
Erica Birstler is the Vice President of Product Communications at ProfitSolv, the parent company of CosmoLex. ProfitSolv delivers the right software products for law firms and other professional service industries to allow them to be more efficient and achieve greater profitability.Erica's degree is in Business Administration, and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.
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Mayur Gadhia
Mayur Gadhia, Founder of CloudAct CPA Professional Corporation, shares his insights on the Mid-Year Financial Checklist for Canadian Law Firms. Mayur has an experienced and self-motivated information technology professional with a demonstrated delivery history in the mining and oil & gas industries. Mayur has worked across a number of teams and projects.
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There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal
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We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates
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Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law
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