[Webinar Recap] “Ending the Year Right” with CPA Gerri Martin

//[Webinar Recap] “Ending the Year Right” with CPA Gerri Martin

On Friday, November 16, Smokeball hosted its latest free webinar in the Smokeball Monthly Webinar Series.  “Ending the Year Right” featured Gerri Martin, CPA and Smokeball Certified Consultant, on topics pertinent to small law firms getting ready to wrap up 2018 and start 2019 strong.  The intent of the webinar was to deliver important reminders about what can be done in November, December, and even January to ensure that 2019 gets off on the right foot.


The webinar focused on both fun and serious topics that come up at year’s end for small firms.  Gerri opened with reminders about preparing for holiday cards and gifts to clients, and also included some discussion around internal party planning and bonus distribution.  She then moved to matter destruction and document retention, account reports, and management reports.


Gerri’s expertise in small law firm accounting practices lent itself to discussions around balancing trust accounts and ledgers, analyzing financial statements, and reconciliations.  She further reminded lawyer attendees of various rules surrounding client monies that come into focus at year’s end.


Gerri’s expertise in project management also shined through as the webinar shifted focus into management reporting and analysis.  She highlighted reports to run, how to properly use them, and why it makes a big difference to do both before January 1. The webinar revolved around analyzing, implementing, and forecasting into the new year.


To watch the full webinar and have your firm benefit from Gerri Martin’s insights, click here.  Also, be sure to download the companion eBook, Smokeball’s “Small Law Firm Guide to Closing Out the Year,” if you need some handy information on your desk before 2019.  We look forward to hearing how these resources help your team prepare for a fantastic and happy new year!

Smokeball practice management software is dedicated to helping small law firms achieve more success with less stress.  To see all the great features that make up Smokeball, some of which are discussed in Gerri’s webinar, schedule a free demo with a small firm specialist here.

By |November 20th, 2018|

About the Author:

For years, Josh has helped lawyers become more organized, productive, and profitable. A trained litigator, Josh came to Smokeball from a large east-coast law firm where his practice focused on franchise, insurance, marine, and general litigation. His work with Smokeball, and his continued passion for what he does each day, is driven by a desire to help lawyers and their staff do better in every way. Knowing well the stress and strain put on today’s legal professional, he regularly focuses on improving work and life in the law. He has traveled the country working with and learning from lawyers and their staff. Josh speaks regularly to bar associations about successful law firm practices and other legal topics. Recent notable engagements have been with the Chicago Bar Association, the Illinois State Bar Association, and the Missouri Bar’s Solo and Small Firm Conference. In addition to his work at Smokeball, Josh serves on the Writing Resource Center staff at The John Marshall Law School. Besides legal technology, his research interests include judicial decision-making, jury decision-making and psychology, and legal writing. He has written and overseen research exploring causal effects of sex/gender on federal appellate court decision-making, and assisted with research for a forthcoming textbook on judicial decision-making. Additionally, Josh sits on the Board of Directors of Chicago-based Community Activism Law Alliance and on the Board of Directors of Chicago Fringe Opera Company. Josh holds his J.D., cum laude, from Washington University in St. Louis, where he served as a Senior Editor of the Wash. U. Law Review, held the prestigious Thompson Coburn Research Fellowship, served as Research Assistant to then-Vice-Dean (now Chancellor) Andrew D. Martin, and clerked at the U.S. District Court for the Eastern District of Missouri. He holds a B.A. in Political Science and a B.M. in Music Performance with Honors Scholar distinction from the University of Connecticut, making him a Huskies basketball fan through and through. Follow Josh’s activity on LinkedIn, and keep up with new articles on the Smokeball Blog.