Setting up an operating account and trust accounts (A discussion as to what monies go into a trust account v. an operating account); Conflicts checks; Engagement letters; Statements to clients reflecting the time spent on the case, the monies disbursed, etc.; Calendaring matters and deadlines; Maintaining a bookkeeping/accounting system; Paying payroll taxes for employees; Supervising the employees – not letting them practice law without a license; confidentiality, etc.; Proper reporting that must now be done due to the Corporate Transparency act; Managing the work day, the work load and client control; The importance of staying abreast of technology and office practices; Organization; Plan for transitioning out of the practice.; Plan of succession in the event of the death of a small practitioner