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 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:


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

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