Banking & Finance

Mini-Accounting School for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
OnDemand
2 hours 58 minutes
Bonnie Mackey
Kristopher Hallengren
Mark Cherry
With Bonnie L. Mackey from Levin, Silvey, Zelko & Mackey, P.A. + 2 others
Recorded May 14, 2026.
Product ID 101890

Buy This Course

Course Includes
$219

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Leverage Accounting Principles to Spot Red Flags and Support Attorney Work

Supporting legal cases often means dealing with complex financial documentation. A solid grasp of basic accounting is essential for you to perform high-level analysis, assist attorneys effectively, and avoid missteps when handling crucial evidence. This course equips you with the fundamental accounting literacy needed to confidently navigate financial records, spot inconsistencies, and streamline your case preparation. Boost your analytical skills and become indispensable - register today!

  • Master the core terminology and foundational concepts underpinning accounting practice.
  • Decipher common financial reports to extract relevant data for legal analysis.
  • Quickly spot discrepancies or warning signs within financial data that need attorney review.
  • Facilitate smoother communication with forensic accountants and other financial experts.

Abbreviated Agenda

  1. Foundational Accounting Concepts, Core Principles, and Constraints
  2. Where to Look for Financial/Accounting Data and How to Obtain It
  3. Understanding Financial Statements and Spotting Red Flags
  4. Supporting Attorney and Expert Work

Related Topics

Product ID 101890

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 3 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 3 Total Credits

Earn Until

OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 3 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Ohio Certified Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 3 Total Credits

Earn Until

OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 3 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 3 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Foundational Accounting Concepts, Core Principles, and Constraints

    1. The Business Entity Principle: Business vs. Personal, Liability Implications
    2. The Going Concern Principle: Valuation and Solvency
    3. The Monetary Unit Principle: Impact of Inflation and Foreign Exchange
    4. Periodicity: Understanding Financial Performance Over Time
    5. Historical Cost, Revenue Recognition, Matching, Full Disclosure
    6. Relevance, Comparability, Verifiability, etc.
    7. Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS): The Differences and When Each Applies
    8. Constraints (Practical Limitations): Materiality, Cost, Prudence

  2. Where to Look for Financial/Accounting Data and How to Obtain It

  3. Understanding Financial Statements and Spotting Red Flags

    1. The Balance Sheet
    2. The Income Statement
    3. The Statement of Cash Flows
    4. Linking the Statements, How Changes in One Affect the Others
    5. Useful Ratios and Formulas

  4. Supporting Attorney and Expert Work

    1. Valuation
    2. Fraud and Forensic Accounting
    3. Contract Disputes
    4. Business Organizations

Who Should Attend

This basic level course is designed for paralegals and paraprofessionals. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Bonnie L Mackey
Bonnie L.
Mackey
Levin, Silvey, Zelko & Mackey, P.A.
Kristopher R Hallengren
Kristopher R.
Hallengren
Vallit Advisors, LLC
Mark S Cherry
Mark S.
Cherry
Mark S. Cherry Attorney at Law, PC
Speaker bio
Bonnie L Mackey

Bonnie L. Mackey

Levin, Silvey, Zelko & Mackey, P.A.
Bonnie Mackey

is a certified public accountant with the Florida office of Levin, Silvey, Zelko & Mackey, P.A., where her background includes all facets of accounting, including financial statement and tax preparation, as well as computer software and bookkeeping assistance. She is also a Certified Quickbooks Pro Advisor. Ms. Mackey graduated from the University of South Florida with an extended B.S. degree in business administration and earned her MBA degree from Keller Graduate School of Devry University. In 2000, she earned her Certified Specialist in Estate Planning (CSEP) designation from the National Institute for Excellence in Professional Education, LLC, and in 2011 attained Accredited Estate Planner(s) status. Additionally, Ms. Mackey is an instructor for the Becker CPA Review course, an FICPA Ethics course facilitator and a frequent lecturer on various topics. She is the past-president for the FICPA N. Dade S. Broward chapter, American Woman's Society of CPAs - S. Florida Affiliate, and the North Dade/South Broward Estate Planning Council, past treasurer for the Broward County Guardianship Association, National AWSCPA VP of Regions and on the Trust Advisory Board for MonarchCare, Inc., as well as its immediate past chair, in addition to the firm's other affiliations.

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Speaker bio
Kristopher R Hallengren

Kristopher R. Hallengren

Vallit Advisors, LLC
Kristopher Hallengren

is a Managing Member with Vallit Advisors, LLC, where he has more than 25 years of experience, the last 20 of which have been solely focused on dispute consulting, forensic accounting and business valuation as well as expert witness testimony in complex litigation matters. Mr. Hallengren is focused on providing valuation and forensic services as well as expert testimony in a wide variety of complex litigation matters, specifically divorce; with  2/3s of his practice being divorce cases. He has testified nearly 100 times, over half of which were in a divorced based context.  Mr. Hallengren is a Certified Public Accountant (CPA), Accredited Senior Appraiser (ASA) by the American Society of Appraisers, Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants (AICPA). He earned his B.S. degree from Salisbury University and his M.S. degree from Loyola College.

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Speaker bio
Mark S Cherry

Mark S. Cherry

Mark S. Cherry Attorney at Law, PC
Mark Cherry

is a self-employed attorney and certified public accountant in a general practice law firm in Cherry Hill, New Jersey. His firm has extensive experience in foreclosure prevention, real estate, tax law, and bankruptcy law. Mr. Cherry is admitted to practice in New Jersey, Pennsylvania, federal district courts, bankruptcy court, Federal Court of Appeals, and U.S. Tax Court. He is also qualified as a Certified Valuation Analyst (CVA) in business valuation and a Master Analyst in Financial Forensics (MAFF). Mr. Cherry is a member of the American Institute of Certified Public Accountants (AICPA) and American Association of Attorney-Certified Public Accountants (AAA-CPA). He earned his J.D. degree from the Delaware Law School of Widener University and his B.B.A. degree from Temple University (Moot Court Honor Society).

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us