Prepare Your Law Firm for Year-End

A 30-Day Finance Checklist for Law Firms

Year-end can be a busy time for law firms. Alongside the usual demands of running the firm and serving clients, there are financial tasks to complete, figures to review and outstanding issues to resolve.

Starting early can make the process more manageable and give you a clearer picture of your firm’s financial position as you move into the new financial year.

Download the checklist

What’s included?

The checklist takes you through the final 30 days of your financial year, helping you to:

Identify outstanding financial tasks
Review WIP, billing and aged debt
Check reconciliations and outstanding items
Review your firm’s financial performance
Consider cash flow and upcoming commitments
Make sure key financial information is up to date
Identify areas that need attention in the new financial year
Turn your year-end review into a practical action plan

Download the free 30-Day Year-End Finance Checklist to help you work through the key areas to review, from WIP and billing to credit control, reconciliations and management accounts.

Complete the form below to receive your copy of Prepare Your Law Firm for Year-End: A 30-Day Finance Checklist.

Name(Required)
First Last
Email(Required)

Name of law firrm(Required)
Consent(Required)
Subscribe

Your-Finance-Function-Should-Make-the-Firm-Easier-to-Run

Planning ahead

The final few weeks of the financial year can quickly become hectic. By starting your preparation early, you give your team time to identify issues, gather the information they need and deal with outstanding tasks before the year-end deadline.

The checklist also looks beyond closing the year. Once you’ve reviewed the numbers, it prompts you to consider what they tell you about your firm’s performance, financial resource and priorities for the year ahead.

Get organised

Start preparing early and avoid leaving important financial tasks until the last minute.

Stay in control

Review the key financial areas that can affect your firm’s year-end position.

Spot potential issues

Identify outstanding tasks, financial pressures and areas that may need attention.

Plan for the new year

Use your year-end review to set priorities and actions for the new financial year.

Get your free year-end checklist

Download the 30-Day Finance Checklist and start preparing your law firm’s finances for year-end.

Download the checklist

FAQs

Who is the year-end finance checklist for?

The checklist is designed for law firm partners, managers, COFAs and finance teams who are preparing for their firm’s financial year-end.

What does the checklist cover?

It covers key areas including WIP, billing, aged debt, credit control, reconciliations, management accounts, cash flow, payroll and VAT. It also includes a year-end action plan to help you record priorities, owners and deadlines.

When should I start using the checklist?

The checklist is designed to be used over the final 30 days before your financial year-end, giving you time to identify outstanding tasks and resolve issues before the year-end.

Is the checklist suitable for my law firm?

The checklist is a practical planning resource that can be adapted to your firm’s circumstances. The tasks relevant to your firm will depend on your structure, reporting requirements and financial year-end.

Can I use this checklist for my firm's year-end planning?

Yes. The checklist is intended as a general planning guide to help you organise your year-end tasks and identify areas that may need attention. Every law firm is different, so the tasks you need to complete will depend on your firm’s circumstances and reporting requirements. If you are unsure about any aspect of your year-end preparation or need additional support, you should speak to a suitably qualified professional.