Cosmolex Webinar Series

Legal Accounting 101:
Mid-Year Financial Health Checklist

Thursday, June 15, 2023, at 2 p.m. ET / 11 a.m. PT

The presentation will last approximately 45 minutes.

A Mid-Year Checklist to Ensure You’re on Track to Hit Your Financial Goals

Know if you’re on track to hit your financial goals with our upcoming webinar, “Legal Accounting 101: Mid-Year Financial Health Checklist”. Learn the essential steps to review your law firm’s financial health, and what items you should be monitoring now to ensure you’re on track to hit your goals and prepare for year-end reporting

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

  • Review on reconciling bank accounts and tax planning
  • A trust account check-in
  • Reviewing mid-year reports
  • Setting tasks for your accountant
  • Tax planning
  • And more!

Key Takeaways:

  • Steps to review your firm’s financial health.
  • What financial metrics to track and how to make sure you’re on track to hit your goals.
  • How to organize your reports and data so you’re prepared for year-end reporting.

Name: Brian Walthall

Title: Senior Product Specialist

Company: CosmoLex

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About Our Guest Expert

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.

About Our Guest Expert


Larry Port
Larry Port has worked with thousands of law firms worldwide since 2008 when he started the first cloud-based legal practice management software company, Rocket Matter. In 2016, he started the legal payment processing company LexCharge. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book, The Lean Law Firm.
Lauren Barkan
Lauren Barkan has worked at _Redgrave & Rosenthal¸_ a boutique estate planning firm in Boca Raton, Florida, at _Strategic Solutions Network_ in Boca Raton, Florida and as Counsel at Advanstar Communications, one of the nation’s largest media and trade show companies in New York City.


What Our Clients 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