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16:41

Watching Firm Money, Business Tips

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Category

Business Law

CLE Type

General

CLE State

Tennessee

Durations

16 mins

Credits

0.25 credits

Published on

Nov 15, 2024


Overview

Published on: Nov 15, 2024 Summary: In this episode, Sean Martin interviews Kelly Holmes, a commercial relationship manager with extensive experience in banking and law firms. They discuss the importance of financial management for small businesses, particularly law firms, and the risks associated with delegating financial oversight to a single employee. Kelly emphasizes the need for dual control in financial processes, regular reviews of financial statements, and the importance of understanding bank relationships to prevent fraud and errors. The conversation highlights best practices for financial stewardship and the necessity of being proactive in managing business finances.


Episodes
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Watching Firm Money, Business Tips
16:41