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Maximum Lawyer podcast

In this episode, Jim and Tyson chat with CPA, Jessica Gonifas! They dive into the journey behind the finances of your law firm. If you’re interested in learning more about normalizing the talk around money, feeling more confident in your financial situation, and strategically planning for the future, check out this week’s episode.

Useful Document Downloads

Mileage Log Tracker

If you use your vehicle for firm business, you have two choices when it comes to the tax deduction. Either actual cost or the standard mileage deduction. Either way, you need to track your business mileage.

Click below to download our free mileage tracker. The tracker also includes a BONUS tab with best practice policies for employee reimbursement of personal auto usage.

Reimbursement Form​

As the owner of your firm, you have expenses that you pay personally that can be deducted as an expense for your firm. It is important you have a system in place to track these expenses throughout the year so they can be recorded at year end on your firm books.

Click below to download our free reimbursement tracking form. The form also includes a tab with a completed form for your reference.

Credit Card Usage Policy & Credit Card Agreement​

Delegating company purchases and providing a way for employees to pay for business expenses increases your firm’s efficiency, but it is an area where employee fraud frequently happens and record keeping gets overlooked.

Click below to download our sample employee credit card usage policy.

Travel Policy​

Setting a policy for what is paid for by the company when traveling for business helps eliminate questions and it is clear to the employees what is expected. Having a policy in place also clearly allows for disciplinary actions to be taken if an employee abuses this privilege. Finally, clear guidelines on what expenses will be paid helps control company costs.

Click below to download the sample travel policy.

Travel Expense Report​

Setting a policy for what is paid for by the company when traveling for business helps eliminate questions and it is clear to the employees what is expected. Having a policy in place also clearly allows for disciplinary actions to be taken if an employee abuses this privilege. Finally, clear guidelines on what expenses will be paid helps control company costs.

Click below to download the travel expense.

Travel Order Form​

Setting a policy for what is paid for by the company when traveling for business helps eliminate questions and it is clear to the employees what is expected. Having a policy in place also clearly allows for disciplinary actions to be taken if an employee abuses this privilege. Finally, clear guidelines on what expenses will be paid helps control company costs.

Click below to download the travel order form.

Expense Policy​

We have a specific policy for employee travel, but there are often other expenses the employees have related to company business. This policy is meant to capture all miscellaneous expenses employees submit for reimbursement. Along with travel, this is an area ripe for employee fraud.

Click below to download our Expense Policy form.

Time Off Request Form

Implementing an official request process allows the supervisor and payroll clerk to know exactly what time off each employee is taking and provides an audit trail if there are any mistakes.

Click below to sample our Time Off Request form.

Payroll Change Form

Changes to employee’s payroll information should be infrequent and if not properly documented, it is difficult to know what and/or why income or deductions were changed.

Click below to download our sample payroll change form. The sample form we have below works for both pay and benefit changes.

Reimbursement Request Form

Payroll is usually the most efficient process to use to reimburse employees for out-of-pocket expenses because you are already paying the employee. Your payroll system should have an option to reimburse employees without holding taxes.

Click below to download our sample Reimbursement Request form.

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