What you’ll learn at this webinar:
A simple monthly bookkeeping routine you can realistically maintain
Exactly which financial reports and documents you need for tax filing
How to avoid common errors and reconcile accounts correctly
The most frequent mistakes that cause delays, penalties, or extra accounting fees
Turn next tax season into a non-event
This past tax season, were you pulling together missing documents, fixing errors, or rushing to meet deadlines? It doesn't have to be that way next year. This session shows you how to put a simple structure in place now so your finances stay organized, accurate, and ready long before filing time arrives.
Managing your own books should not create more risk
If you're handling your own bookkeeping or reviewing it internally, it is easy to fall behind on reconciliations, miss key documentation, or rely on incomplete reports. These gaps often show up at tax time. This session shows you how to build a clear monthly process so your records stay accurate and you avoid last-minute corrections.
Presenter
Kelley BrubakerCPA and OwnerProfit Scale Thrive
Meet Kelley Brubaker, CPA. As the owner of Profit Scale Thrive—an Akron, Ohio-based accounting and advisory firm, she partners with law firm owners so they achieve overflowing profits, scaled growth, and thriving lives. As a Fractional CFO, Kelley helps clients understand their numbers, focus on the metrics that matter, spot areas for improvement, celebrate successes, and create effective strategies to increase profitability and reach the firm’s goals. Kelley’s first step with new clients? Encouraging them to break up with their Profit & Loss Statement because she knows there are better ways to manage a law firm. Kelley hosts the “Your Profitable Law Firm” podcast, and she is the author of the book “Stop Struggling and Start Thriving: A Guide To Transform Your Law Firm”.