reports

Now that we have gotten your Chart of Accounts organized with Part I of our Summer Series, it’s time to dig into Tools for Understanding your Firm’s Profitability. Using information you already have, you can easily understand your profitability and all the pieces that go with it. All the reports we review in this post …

Summer Series Tools for Understanding Your Firm’s Profitability: Part II- Your Reports Read More »

This article was originally written for Attorney at Work in 2014. It has been re-written and updated for this blog post. 2021 is almost halfway through. Soon you’ll be sitting down to do your monthly reconciliation for June. You may be tempted to go through your usual steps and call it done. Instead, we recommend …

Where To Start Your Firm’s 6-Month Profitability Check Read More »

Not sure if you’re making money or just getting by? Too many business owners overlook their most important asset: their data. Your firm’s books contain your formula for success. Spending real time reviewing and understanding your metrics and reports each month can go a long way towards helping you see the big picture. Get in …

Am I Making Money? Tools for Understanding your Firms’ Financials and Firm’s Profitability Read More »