Client Accounting Round Table

 

February 22, 2024
12:00 PM - 1:30 PM
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Williams Mullen
200 S. 10th Street, 16th FL
Richmond, VA 23219
http://www.williamsmullen.com
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Curious what other Firms are doing when it comes to time entry, billing, credit cards, increasing electronic payments, etc?

Join us at Williams Mullen where we will have an open forum for the most popular client accounting topics. Here are some of the most popular questions we will be entertaining:

Client Accounting Round Table Topics

 
  •         How did you (are you) inject(ing) energy for year-end billing and collections. Do you do another round, like half year? 
  •         Is your Firm successful in prebill/proforma returns on a timely basis? What about time entry? What makes it successful?
  •         How is your Firm embracing technology?  What technology changes are utilized to increase productivity and recouping the billable hour?
  •         Are you a paperless prebill/proforma environment? What are you using?
  •         How is your legal staff involved in accounting processes? Does this work for you?
  •         How is your Firm handling unclaimed trust?
  •         Rates: How is your Firm handling rate increases? Attorney, Client vs. Firm driven? Frequency of requests? Managing annual increases for ebilled accounts.
  •         Electronic payments / credit cards into one topic re: payments / payment processing in general?
  • Do you use foreign vendors? How are you managing the exchange fees?
  •         How are you managing training staff, to include refresher training, when it comes to accounting processes?
  •         How does your Firm approach marketing budget allocation by attorney/practice areas?
  •         For our contingency and PI Firms, how are you handling the receipt of your contingent funds?
  •         Topics regarding lines of credit

 

And so much more!

Special thank you to our sponsor: Affinity & ActionStep

Tickets

$0.00 Member Ticket

$0.00 Guest Ticket

$0.00 Business Partner Ticket