I recently published a guide for Smokeball Practice Management software, titled “Small Law Firm Guide to Closing Out the Year”. This publication is designed to help law firms prepare for 2018 year-end closing activities, and is relevant to whatever practice management application you use to track matters and related billing.
Whether or not you use Smokeball for your practice management software, this guide is worth downloading and reviewing This free eBook covers many topics of relevance to all practice management systems:
- Holiday Appreciation mailers and Outreach activities
- Matter Clean-up and document destruction
- Accounting and Management Reporting for year-end
- And much more!
Click here to download your free copy of the Small Law Firm Guide to Closing Out the Year.
Related posts:
Year-end Tech Resolutions
Its the Most Wonderful Time of the Year
Closing the Year in Sage 50 Accounting
If you are looking for insights into techniques and methods for closing 2018 and getting prepared for 2019, start with this publication. Then give us a call at Crosspointe Consulting Group (877-357-0555).or send us a message at info@crosspointecg.com.
Gerri Martin, a member of Crosspointe Consulting Group, LLC holds her undergraduate degree in Accountancy and is a CPA. This gives Gerri the business background needed to understand the financial and management implications of implementing software and business processes. She started working with Attorneys in 1986 and focuses on supporting Attorneys, Law Firms, and Law Departments. In 1990, Gerri obtained a master’s degree in Project Management while graduating with honors. In 1992, she received her PMP certification in Project Management from the Project Management Institute. She is the past Vice President of Professional Development for PMIs Chicagoland Chapter. This project management background lends itself to helping lawyers and their firms streamline their workflow and eliminate needless duplication of effort.
