Covid Response
Paycheck Protection Program - Forgiveness Calculation
Paycheck Protection Program PPP - forgivable loan for 2.5 months of payroll
Economic Injury Disaster Loan Assistance SBA & $10,000 advance for emergency capital? - Interplay with PPP?
Cash Management
- Cash Forecast Examples - How long will your cash last?
- Warning on alternate business lenders - Kabbage, LoanBuilder, OnDeck, etc
- Cash Planning Checklist
Payroll
- Sick Leave Credit & Extended Family Leave Credit
- Defer employer portion of social security tax. 50% Due 12/31/2021. Balance due 12/31/2022. - Cannot stack with PPP
Marketing
- Primary Focus
- Referral Marketing
- Clients - Referrals and returning work
- Lead Source Tracking
- Marketing ROI
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IOLTA and Financial Accounting for Law Firms
Financial Accounting
Understand your firm's financial performance with a clean set of books, accurate financial statements, budgets, and management reports.
IOLTA Trust Accounting
You can finally have the IOLTA trust account reports required by the state bar and know exactly who all IOLTA funds belong to.
Practice Management Systems
Start using a modern practice management system to manage matters, your team, and your firm.
Learn more about our IOLTA and financial accounting services for law firms.