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.
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
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
