What you delegate: • Payroll processing/management • Coding transactions in the books • Monthly reconciliations • Monthly 3-way IOLTA reconciliation • Manage journal entries • Monthly review for accuracy • Publishing financial statements What you're responsible for: • Review coding for accuracy • Provide clarity around transactions • Storing supporting documentation • Reviewing financial statements • Communicating effectively • Asking questions to understand

What you delegate: • Streamline accounting processes • KPI development and monitoring • Communicating immediate flags • Identifying bottlenecks • Identifying efficiencies • Financial summaries • Strategic planning What you're responsible for: • Finding a good fit • Communicating the vision • Providing feedback • Taking action (COO/CEO) • Communicating effectively • Asking questions to understand

What you delegate: • Quarterly estimated tax payments • Annual tax return filings • Annual 1099s • Tax strategy What you're responsible for: • Finding a good fit • Thinking 3-5 years ahead • Accepting that taxes aren't bad • Storing supporting documentation • Communicating effectively • Ask questions to understand

What you delegate: • Clarify retirement goals and options • Creating the strategy • Periodic updates and analysis What you're responsible for: • Providing relevant updates • Bi-annual meetings • Understand what to monitor • Communicating effectively • Ask questions to understand

What you delegate: • IOLTA resources • Funding options • Resources What you're responsible for: • Understand your options • Ask questions • Communicating effectively • Ask questions to understand