Most law firm owners grossly underestimate the impact of strategic financial planning.

They focus on bringing in more revenue, yet ignore the part of the business that actually drives lasting results: how you use and manage the money you already have. In this episode, I show you how to conduct a year-end audit so you can do more with what you have and be ready to seize every opportunity in 2026.

You’ll learn how to:

• Conduct a retrospective spending audit
• Free up cash and streamline your expenses
• Reconcile your revenue drivers
• Audit your vendor and contractor spend
• Build a 2026 spending blueprint

If you want to escape reactive mode and start making strategic decisions, this episode is for you.

Tune in!

Key Takeaways:

00:00 Intro

01:03 The importance of financial planning

03:46 Conducting a retrospective spending audit

09:33 Canceling unused or redundant subscriptions

13:42 Reconciling your revenue drivers

23:03 Auditing your vendor and contractor spend

28:09 Building a 2026 spending blueprint

33:18 Outro

Additional Resources:

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Crushing Chaos With Law Firm Mentor is a podcast aimed to help lawyers and law firm owners scale their business, make more money, and escape the 60-hour week grind for a life they love. Follow us wherever you get your podcasts so you don’t miss a thing!