Law Firm Financial Assessment
Unlock insights into your firm's financial management
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Section 1: Financial Foundations
1. Does your firm have monthly bookkeeping outsourced to a professional?
2. Do you have 3-way trust reconciliation outsourced to a professional?
3. Do you receive meaningful financial reports every month like clockwork?
Section 2: Financial Management
1. Do you have systems that control spending and predict revenue with fair accuracy?
2. Do you know ahead of time when you can hire and which position it will fill?
3. Do you have a system in place to manage cash flow separate from your taxable income?
4. Do you monitor weekly KPIs?
5. Do you have high-level quarterly and annual planning meetings to review your financials?
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