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

 
Erica-circle
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.
Learn More
imageedit_1_6476789119
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.
Learn More
client_1

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
caa61a21-andrea-photo-150x150_102902902202500200001o

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
6211c12c-andypatzig-150x150_1025025022025001000028

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
ProfitSolv-White

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

© 2023 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates.

Legal |
 
Privacy Policy |
 
Subscription Agreement |
 
GDPR
 

1100 Cornwall Road, Suite 215 Monmouth Junction, NJ | All product names and trademarks are the property of their respective owners.