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Management Assistance Program

A Pre-Year-End Checklist for Solos and Small Firms

By Jim Calloway

It’s the time of year to think about planning for next year. Attorney Megan Zavieh shares some ideas in A Pre-Year-End Checklist for Solos and Small Firms posted on Attorney at Work. Although the author focuses on limiting ethical risks, her sample list of key business areas and suggestions for reviewing are useful for any type of solo and small firm law firm business assessment from financial planning to improving client services.  Even if your end of  year is too tightly scheduled to do this now, consider bookmarking or other method of saving this, so you can locate this resource again in the future.