You're receiving this CLE and Events Notice as a member of the General Practice, Solo and Small Firm Section.


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The MSBA's General Practice, Solo and Small Firm Section Presents


"The Second Annual QuickBooks Boot Camp: Year-End Matters, Trust Accounting, & Tracking Billable Time"

Please join your General Practice, Solo and Small Firm Section colleagues for this interactive session devoted to using QuickBooks, designed specifically to meet the needs of solo and small firm attorneys.

The session will address how you can effectively use the QuickBooks accounting application to manage your law practice finances – from tracking billable time to managing your general accounts and your client trust accounts.

Our presenters will focus on what you need to know to hone your skills before year-end, as well as advice on properly managing client trust accounts and tips on how to easily track billable time. You will receive understandable and useful tips, such as how to utilize QuickBooks to properly manage such client-reimbursable expenses as filing fees, courier and service fees. Client funds can present many traps for the unwary.

This CLE will teach you how to independently track client funds held in trust. Even if you don't use QuickBooks, chances are you will be able to apply the lessons of this CLE to any lower-cost accounting software program.


Sara Lassila, CPA, Jelinek Metz McDonald, Ltd.
Ms. Lassila is a Certified QuickBooks Professional Advisor, providing consulting and support to many small business that use QuickBooks.

Edward Kautzer, Esq., Ruvelson & Kautzer Chartered
Mr. Kautzer is a practicing small firm attorney handling Professional Discipline Defense and Malpractice Defense and will provide useful information regarding managing client trust account funds.

Adam W. Heaton, Esq., Heaton & Associates
Mr. Heaton is a practicing small firm attorney representing entrepreneurs and will provide information on using QuickBooks to track billable time for firm attorneys and support staff.

Mike Trittipo, Director of Technology, MSBA
Mike is an attorney familiar with the latest in techology and resources for MSBA members.

2.0 hours of Law Office Management CLE credits applied for

0.5 hours of Ethics CLE credits applied for



Date:   Tuesday, December 1, 2009
Time:    8:30 a.m. to 11:30 a.m. (Breakfast is included.)
Location:   MSBA Offices
3rd Floor, City Center Building
600 Nicollet Mall, Suite 380 Minneapolis, MN 55402 


Section Members:  $5.00
MSBA Members (But Not GPSSF Section Members):  $10.00
Non-MSBA Members:  $40.00
Law Students:  Free

Teleconferencing is available. To join the program via teleconference, please contact Elyse Farnsworth at or 612-278-6336 no later than November 24, 2009.