On-Demand Webinar

Mastering Year-End Reporting: A QuickBooks® Checklist for Legal Practices 

Watch the on-demand webinar, "Mastering Year-End Reporting," to gain expert insights on streamlining year-end financial tasks for legal practices using QuickBooks. Learn essential strategies to ensure accuracy and compliance, making your year-end reporting process seamless and stress-free.

Learning Objectives:

  • Understanding the key elements of year-end reporting specific to legal practices
  • Mastering QuickBooks tools and features for efficient financial data management
  • The best practices for ensuring compliance and minimizing errors in year-end reporting
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James is Rocket Matter's Growth Specialist who has helped dozens of firms incorporate CRM best practices into their firm's intake process and is passionate about finding solutions for law firms that streamline their practice. Born and raised in Brooklyn, New York, he moved to Denver, Colorado in 2014, with heavy interests in the outdoors, music, traveling, and music.


Joyce is an attorney in North Carolina who has worked in or around legal tech for more than a decade. In that time, she’s presented time-saving, money-making, client-satisfying tips to thousands of lawyers, paralegals, office administrators, and law students. Her goal is to help every legal professional find tools to build thriving businesses. She’s a mom of 2 and loves to cook.

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