Accounting for Law Firms in 2020

Event Description


Accounting for law firms is different than for other businesses. For starters, standard trust accounting practices run contrary to the normal rules of finance. Add to that the difficulties of calculating taxes owed in partnership distributions, and it's no surprise that many lawyers feel overwhelmed by law firm finances.

There is, however, a straight-forward way to handle your legal practice’s accounting without having to constantly turn to an accountant.

Join Joshua Lenon, Clio’s Lawyer in Residence, and T.C. Whittaker, of PwC InsightsOfficer, the bookkeeping, billing and insights solution for small firms and solos, in this CLE-eligible webinar. You’ll learn strategies for staying on top of your firm’s finances in 2020, including:

The essentials of small business accounting, with a unique focus on law firms
How to handle trust accounting in an ethical manner (and get paid more)
How to create a system for capturing expenses, overhead, and income to gain a full understanding of your firm’s profitability
How to use technology to improve your firm’s financial performance


Joshua Lenon is Clio’s Lawyer in Residence. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. 

T.C. Whittaker leads a team of dedicated technologists, CPA's and management consultants focused on solving the pain attorneys experience running and managing a law practice. PwC's InsightsOfficer leverages the latest technology to streamline bookkeeping tasks and unlock data to extract insights to operate a law firm more effectively.

CLE Credits:

1.0 CLE credit will be applied for | Event Code:292869


MSBA Member:  FREE
Non-Member:  $35.00 
Law Student: FREE

Remote Participation: Instructions will be sent the day before the CLE.

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email


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Pre-Registration is Closed

Tuesday, February 11, 2020

1:00 PM to 2:00 PM