Prepare Your Books for Year-End

December 14, 2018
1.00 Law & Legal CLE Credit

Brochure

KCBA Offices
1200 Fifth Avenue, Suite 700
Seattle, WA 98101
LIVE & WEBCAST

Year-end is a busy time for attorneys, and many solo and small firm practitioners have the added burden of closing out their books, and preparing for tax time.  With some simple strategies and checklists, you can tame your year-end beast and enjoy your holidays.  

Overview

  • Reconciling Accounts, including IOLTA accounts
  • Reviewing Your Law Firm's Profit & Loss Statements to Learn from Last Year & Prepare for Next Year
  • Tax Forms You Need to Have and Prepare
  • Removing Stale Transactions from Your Firm’s Books That Could Confuse Your Financial Reporting and Taxes
  • Identifying Potential Tax Savings for Attorneys, & How To Document Them
  • Budgeting For Next Year’s Success

Faculty

DEVON THURTLE ANDERSON, CEO Skepsis Technologies LLC, law firm bookkeeping & virtual assistant specialists helps solo and small law firms improve client service, efficiency, and profitability. She lightens the load for solo and small firm practitioners by providing law firm-specific administrative support, including audit-ready and RPC-compliant bookkeeping; virtual office assistants for attorneys; and consulting on software solutions that will make your practice run more smoothly. She gained her expertise as the managing partner of a national, high-stakes complex litigation practice, where efficiency and her ability to focus on the substantive practice of law rather than administrative matters was key.

Event Details

December 14, 2018 - December 15, 2018

Day 1: Friday, December 14
Registration: 11:45 AM
Program: 12:00 PM - 1:00 PM

Credits: 1.00 Law & Legal
Location
KCBA Offices
1200 Fifth Avenue, Suite 700
Seattle,  WA
Documents
(Once you register, you will receive a password to download documents vie email.)
  
Registration is over for this event.