Law Firm Finances at a Glance: A Hands-On Money Dashboard Workshop
If you are running a non-traditional law firm, you need a simple, one-page dashboard that shows all your key numbers in one place.
Join Del Friday for this interactive workshop. Only 10 participants per workshop. No accounting degree required. Math anxiety is welcome.
Walk in nervous about your numbers; walk out with a working, custom Google Sheet & a 15-minute monthly review routine.
Why do you need a money dashboard?
Law school taught you how to analyze cases. Years of practice taught you how to meet your billable targets. You may be a brilliant lawyer, but odds are no one has shown you how to measure the return on investment of your software, or predict when you are ready for your first hire.
Now you’re starting a new firm or growing your small firm, and you’re wondering how much to pay yourself and whether you can afford the latest AI software.
Most solo and small-firm lawyers have a bookkeeper who can create a monthly Profit & Loss statement. But a P&L only tells you what happened last month. That's why many lawyers open their banking app and check the balance (even though we all know the balance doesn't tell the whole story).
"Am I actually making money, or am I just busy?"
If you don't know, then you need a dashboard that tracks your progress towards big goals and contains color-coded charts make it easy to see rising costs before they hurt your business.
A dashboard is forward-looking. Pair a dashboard with a 15-minute to review your numbers, and you will have all the confidence you need to make the everyday money decisions for your law firm.
Format: 90-Min Interactive Workshop Meeting
Hands-on 90-minute workshop, we’ll build a simple dashboard in Google Sheets designed to give you clear, visual answers. Only 10 spots available.
A video replay will be available for 30-days after the event.