Understanding Basic Accounting/Bookkeeping within Your Firm - A Solo & Small Firm Committee Workshop
Location: Red Star Tavern Club Room, 503 SW Alder St., Portland
It is not enough to have an IOLTA checking account or give your financial records to a bookkeeper and tax accountant. Learn what happens once you have a client trust account, where is the money located on your financial statements and how does it coincide with your legal management system. Learn how your day to day business activities are reflected in your monthly financial statements. Learn basic accounting concepts and safeguards to protect your clients and your practice. Lozelle Mathai, MBA, CFEI will share her vast experience with us. She is a financial educator and accountant and the founder of Closing Your Books, LLC.
Lunch is provided.
The MBA will apply for one hour of Business Development CLE credit.
Register online or print and return the registration form.