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Atticus Law Firm and Attorney Coaching Workshops

Know Your Numbers – Step 3

Home / Know Your Numbers – Step 3

  • Important:

     

    1.)  You will be entering annual revenue and expenses from 2019, 2020, and 2021.

    2.)  Please prepare your data in advance of entering it into the form below. A printable PDF version of this form is available for your convenience. CLICK HERE.

    3.)  Please submit your data no later than November 30, 2023.

    4.)  If you have any questions, please contact StephanieK@AtticusAdvanatge.com and SamanthaL@AtticusAdvantage.com.

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  • Gross collected revenue for legal services. Includes revenue from each practice area. Ancillary revenue from related business activities, such as financial services, should not be included. Includes stimulus payments received (PPP).
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Office/Lease, Telephone, Internet, Office Supplies, Postage, Courier Services, Utilities, Parking, Landscaping, Property Taxes, Common Area Maintenance (CAM), and Janitorial Service.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Practice Management Software, Cell Phones, Cellular Data Plan, Website Hosting, Online Legal Research, Office Suite Software, Document Assembly Software, Computers & Associated Hardware, Equipment Rental, Equipment Maintenance/Repairs, Estate Planning Software (e.g., WealthCounsel, ElderCounsel), and Tech Support Contracts.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Professional Liability Insurance, Workers’ Compensation, and Other Insurance.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Business License, Bar license, State/Local Bar Dues, CLE, Other Dues, and Local Licenses (i.e., city, county, etc.)
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Non-Owner Salary (Staff), Payroll Service, Independent Contractors, Virtual Receptionist, and 401(k) Administration Fee.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Owner(s) Salary (W-2)
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Vehicle Expenses, Personal Assistant, Travel, Perks, Retirement/401(k) and Other Personal Expenses (includes any spouse, children, or non-production family members).
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Insurance that covers the whole or a part of medical expenses. Includes individual and/or group (staff) Health Insurance.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Inbound Marketing Campaigns, Digital Marketing/Copywriting, Graphic Designer, Software that aids in Marketing, Marketing Courses, Direct Mail Expense, Digital Marketing Management, Client Development Related Expenses including Meals, Travel, and Gifts, Sponsorships, and Business Travel.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Google AdWords, Social Media Ads, Print Media, Billboards, Television Commercials, Radio, and Other Forms of Advertising.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Bank Fees, Merchant Fees, Finance Charges, Payments toward Bank Loans, and Lines of Credit Payments.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Legal, CPA, Accounting, Contractors, Consultant Fees, and Other Professional Fees.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Memberships (e.g., Atticus, AAML) and Business Coaching/Training.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Charitable Donations, Political Contributions, and Other Expenses.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

  • Gross revenue minus expenses.
    2019202020212022

  • ***Answer "N/A" if data for the year is not available.***

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