Good morning.
We’re finishing up our exploration of the example financial dashboard, and wrapping up the Law Firm Money Makeover program today. The last assignment is up in your feed and I have some final thoughts on how you’ll want to approach your financial dashboard and modify it going forward. I also explain why I think you shouldn’t do much automating with the dashboard data at first – it’s tempting to do that, and once you have a better handle on things, it’s going to save you a lot of time. But for right now, while you’re getting things set up, approaching this in a more manual fashion is going to make it easier to identify and fix issues.
Once you are ready to automate, I mention our course on using Zapier as a good place to start:
https://roseninstitute.com/podcast/zapier-masterclass/
And I talk about these masterclasses on fixed fees and variable associate compensation as well:
https://roseninstitute.com/podcast/master-class-fixed-fees/
https://roseninstitute.com/podcast/behind-the-scenes-variable-associate-compensation/
It’s been great seeing all the discussion that’s been happening here in Slack. I hope you’ve been able to get some feedback and ideas on refining (or creating) the financial processes in your firm.
We’re shifting gears next week and @ned will be starting up the Technology Tune-up program in the #tech21 channel. Join the channel if you’re interested in participating and you’ll get those assignments in your podcast feed automatically.
Thanks again for joining me for this program on finances. We’ll leave this channel open for a while so you have a chance to get some answers on any lingering questions or catch up on assignments if you’re a couple of days behind.