Beyond Bookkeeping: Strategic Accounting, Advisory & Tax Solutions for Law Firms

Law firms face a complex landscape of accounting challenges, from ensuring meticulous client trust account compliance to navigating fluctuating revenue and evolving regulatory requirements. Join Partner, Rebecca Sheppard, Esq., and Lombardo Ayers’ Joy Toews, CPA, CFE,  Narkai Kamara-Tate, MBA, and Samantha Deangler, CPA on December 3rd at 2 PM to gain the knowledge needed to transform your firm's financial operations and move beyond basic bookkeeping. 

They’ll discuss strategic insights into optimizing your tax strategies and adopting a scalable financial advisory model tailored specifically to the legal profession. By attending this session, you'll be able to:

• Analyze the critical accounting challenges law firms face, including complex IOLTA compliance risks and cash flow management.
• Explore the value of upgrading to a Client Accounting and Advisory Services (CAAS) model designed to provide ongoing strategic guidance.
• Identify how to implement proactive tax planning and utilize tailored tax strategies for partners and firm owners.
• Discover how clear, consistent financial reporting can drive internal decisions, measure profitability, and support firm growth.