It’s that wonderful time of the year. It is “getting the records ready for tax time” of the year. As mentioned in this earlier post, we can prepare by getting the contractor lists to be ready for 1099s.

We still have a few days left to strategize for completing 2020 and pre-prepare the final partner reporting or compensation reporting.  Get those final checks to the partners ready to go.

Of course, you have been reconciling the trust accounts to the penny. 

Did you forget the Advanced Client Cost account? It’s not too late. See this post for how to reconcile this necessary account easily. 

But, are there more tasks to do when it comes to preparing a law firm’s books to finalize?

Of course, there are!  I created this awesome, downloadable e-book with a checklist to help you get the work done and save it to be used, year after year.  Happy New Year!

Get YourFree Attorney-client: Closing the Books for year end eBook

Sign up to get your free eBook  Click “sent it”‘ so it will go straight to your inbox.

Are you a bookkeeper or accountant needing help with your first-attorney client?  Get my e-book here.  And, join our Facebook Group, QB Community Live! I co-admin the group and we love to help small businesses and accountants and bookkeeping professionals. Our motto is, Together We All Succeed! #TWA$

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Are you an attorney struggling with their own bookkeeping or need to hire someone to help out, contact us!

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Resources for Attorneys

Don't know where to start?

Call us today! We can help you with your accounting and data migration needs. 

QuickBooks Online for Attorneys

Are you an attorney and want to use QuickBooks for your accounting software but don’t know where to start? Download this free e-book today!

Resources for Accountants

We have a course! Fast Track Legal Accounting!

Are you an accountant or bookkeeper that just landed your first attorney-client and needs to know where to start? Do you have a few but want to serve them better? We have a course to get you started!

If you are interested in more information, join our private mastermind group,
The Accountant’s Law Lab: