Finance Preparation Checklists

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 […]

Fraud Protection for Law Firms

Check Fraud is on the Rise Steps Law Firms Should Take to Avoid Problems Fraud Protection Requires a Good Defense If your firm relies upon paper checks sent through the mail to pay vendors and transfer client funds — your financial resources are at risk. A Cautionary Tale – One of 4L’s law firms recently […]

What Law Firm CFOs (should) do at Month-end

The month ends. One way to play it: I’m in charge of financial reporting, so I distribute the usual monthly reports: income statement, balance sheet, cash flow statement; and various time, billing, collections, realization, WIP and AR reports. The partners (may) give the reports a perfunctory look; maybe I get a question or two, three […]