Mid-Year Accounting Checklist for Law Firms

What’s Inside?

This year, possibly more than ever before, it’s important for law firms to understand and review their financial standing.

Download this special Mid-Year Accounting Checklist to learn what items you should be tracking now to ensure you’re on track to hit your goals and prepared for your year-end reporting.

Designed specifically for law offices, this checklist guides the review of your financials through areas such as:

  • Reconciling Bank Accounts
  • A Trust Account Check-in
  • Reviewing Mid-Year Reports
  • Setting Tasks for Your Accountant
  • Tax Planning
  • And More!

Download the Checklist Now

What Happy CosmoLex Users Are Saying...


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, Louisiana


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, Co., LPA


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

See how CosmoLex can improve your law practice!