In this session, we'll build the checklist of critical tasks that are essential for well-managed financial reporting. Attendees will learn what makes a solid foundation for financial reporting and how periodic checks and reviews lead to better and more timely decision making.


  • Describe how to build a financial reporting checklist for your firm.
  • Summarize three ways to maintain control and oversight without being in the details.
  • Review comparative financial analysis for your firm.

Audience Level: Intermediate

Audience Statement: This session assumes that participants have a working knowledge of Law firm financial management and reporting practices.

  • 60 Minutes
  • Audience: Intermediate
  • CLM App Management Category -FS: Financial Management
  • CLE: Law Practice Management
  • HRCI: Strategic Business Management Credit

With more than 10 years' experience, Rebecca Kelley, CPA, helps lead the Accounting Solutions Group at EKS&H. She offers clients expertise in accounting processes including: compilations, payroll accounting, accounts payable and receivable, month-end processes, procedures, and review and utilizes a variety of accounting software including MAS90, Great Plains and QuickBooks. As a QuickBooks Certified ProAdvisor, Kelley has extensive experience in optimizing QuickBooks to meet the individual needs of clients.



Seminar Information
Date Presented:
March 08, 2018 3:00 PM Eastern
1 hour
Registration Fee:
The Financial Reporting Checklists Every Firm Should Be Doing
Individual topic purchase: Selected
Association of Legal Administrators
CLMSM Recertification Credit: 1.00
For other credit opportunities, please check the program description or email
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ALA Member Price:$109.00
Non-Member Price:$109.00