Watch: 2018 Year-End Accounting Checklist & Tips

The 4th Quarter is typically “crunch time” for lawyers. There are always plenty of filings to process, matters to settle, and cases to close before the end of the year. In this video, Erica Birstler and Pamela Rozsa will show you how to create a step-by-step process to handle your 2018 accounting.

If you registered for the webinar and were unable to attend, you will receive our 2018 Year-End Legal Accounting Checklist. It will keep you focused on the process and moving on the things you must do, the things you might ask your accountant to do, and the reports you absolutely must have (like reconciliations, trust balances, etc.) Every lawyer (and their accountant) can use this tool.

Learning Objectives:

• Understanding Law Firm Accounting
• Common Accounting Challenges Law Firms Face
• Create a Year-End Accounting Process
• See How Legal-Specific Technology Can Help

Sponsored by:


Erica Birstler, Director of Strategic Communications at CosmoLex

Erica Birstler is the Director of Strategic Communications at CosmoLex — developers of an all-in-one cloud-based legal practice management, billing & trust accounting system specifically designed for solo and small law firms.

She has a degree is in Business Administration and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

Pamela Rozsa, Management Consultant at PWR Resources

Pam is a management consultant with over thirty years in the legal industry. She has hands-on experience managing small to medium sized law firms as a Managing Director, during which Pam worked with legacy practice management packages that included accounting modules. Pam began evaluating cloud-based practice management applications in 2010, and was one of the first consultants to adapt and promote cloud-based legal practice management software. Pam is one of the country’s foremost experts on legal accounting. She is a Certified Consultant with several cloud-based practice management applications, a Certified QuickBooks Pro Advisor for Desktop, Enterprise, and Online editions, and a Certified Xero Consultant.

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