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 the on-demand 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.