Watch: 2016 Year-End Accounting Checklist & Tips

Picture this: You close your office at Christmas. You return after the holiday and there is not a stitch of office work until the New Year.

In this video, you’ll learn how to make this vision a reality — by putting most of your accounting on “autopilot.”

We’ll show you the steps needed to close out your 2016 books and help you start the New Year off right with a practice management solution that does your accounting for you, including keeping “always current” trust accounts.

Learning Objectives:

  • Combat the most common accounting challenges
  • Utilize your year-end legal accounting checklist
  • Use technology to make your accounting easier

Keep an eye on http://ambar.org/industryinsight for information on CosmoLex’s next webinar on January 18th!

The Speakers:

Erica Birstler, Product Specialist & Manager of Customer Support

Erica Birstler is Manager of Customer Success at CosmoLex, developers of a cloud based-legal billing & trust accounting system specifically designed for solo and small law firms.

Erica has a Bachelors of Science degree in Business Administration, and 5 years of experience in the legal software Industry catering to the specialized technology needs of small to mid-sized law firms. She has also given numerous presentations on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

Pam Rozsa, President, PWR Resources

Pam is a management consultant with over twenty-five years experience in the legal industry. She was the managing director of a mid-size law firm in Lehigh Valley, Pennsylvania; working with legacy legal-specific practice management packages with included accounting. Pam is a Certified QuickBooks Pro Advisor for Desktop, Online and Enterprise editions, as well Certified Xero Consultant.

Sponsored by:

CosmoLex-Logo-spotlight-horizontal

Please note: this is a non CLE session.
Feature image from Shutterstock.

About Law Technology Today

Law Technology Today
Law Technology Today is the official legal technology blog from the ABA Legal Technology Resource Center (LTRC). Law Technology Today provides lawyers and other legal professionals with current, practical and innovative content developed by some of the leading voices on legal technology.

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