Finish and Start Smart with SurePoint and 4L
The final weeks of the fiscal year are some of the most demanding for law firm finance teams. Clean data, accurate records, and aligned systems directly impact billing, collections, attorney compensation, and confidence in reporting. Small issues now can turn into costly rework in Q1. You need our Year-End Finance Preparation Checklist.
The start of a new fiscal year sets the tone for financial performance, attorney expectations, and reporting accuracy. Rate changes go life, budgets take effect, and leadership looks for early clarity on profitability and progress. A strong setup in January helps finance teams avoid billing delays, data clean-up, and compliance headaches later in the year. This checklist focuses on the foundational steps that help law firm finance teams launch the year with confidence, accuracy, and alignment. You need our New-Year Kickoff Checklist.