Financial review of many facets of your accounting processes can give you the ability to develop better reporting on your true financial state and identify the inefficiencies and strengths within your firm. We will discuss financial statements, Key Performance Indicators, areas of review which should be included in a monthly financial package such as Work In Progress, Collection Processes, Client relationship tracking. Come away with one or two possibilities to give you additional insight into your firm’s financial reality. Learning Objectives: 1. Learn what you should being reviewing on your financial statements. 2. Gain a better understanding of the basic reporting needs for firms. 3. Learn what a KPI is and why it is important for your firm to utilize. 4. Learn how to properly reconcile accounts and track collection processes and client relationships.

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