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Self-Paced Online

Tools for Understanding your Firms’ Financials

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Date Published

February 23, 2021


San Diego County Bar Association


Accounting, Law Practice Development


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Many lawyers launch their practices without formal training in bookkeeping, finance, and accounting. Meanwhile, many (administrative) malpractice claims are files because of monetary errors. In this new world of changes and uncertainly, it’s more important than ever that your firm practices smart financial strategies, keeps that cash flowin', capital running, and risks are mitigated. This session will include the following topics to help you better understand your firm’s financial health as you prepare for a strong 2021.

Overview of key financial reports you should be looking at every month
• How to set up a meaningful profit and loss report
• Tracking income and expenses
• Capturing matter expenses
• Why did you need to look at your balance sheet
• Trust 3-way match reports
• Key numbers: what are they and how to use them
• Identifying your weak areas
• Collections
• Getting work done (your WIP/inventory)
• Invoicing
• Using retainers effectively

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Peggy Gruenke
Owner - CPN Legal

With over 30 years combined experience in the legal environment, entrepreneur/business owner and an IT consultant, Peggy has... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Tools for Understanding your Firms’ Financials - Video
Tools for Understanding your Firms’ Financials Slide Handout - Paper
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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