Accounting for Lawyers

So You Can Win more cases and help more clients

Accounting | Advisory & Compliance | Payroll

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Avoid Costly Mistakes

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Stay Compliant

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Free Up Your Time

Accounting for Your Law Firm
Is complex

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Increasing regulatory pressure on your trust accounts

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Accurately synching case management and billing software with QuickBooks

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Proper expense management categorization

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Unpredictable revenue streams

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Safeguarding assets

Are you spending way too much time on the things you don’t have expertise in?

Get help with one of the more stressful
parts of running your firm:
Your Back Office

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Ensure compliance
on trust accounts.

Stay aligned with your state’s changing regulations on trust accounts. We make sure your clients’ trust accounts are being accurately reported, and you stay compliant every step of the way.

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Lower your risk
of mistakes and fraud.

Get an expert eye on all of your accounts to minimize loss. Errors can occur at any time, even from well-intentioned internal staff or contractors. Regular oversight protects you from future problems and creates a transparent process for all.

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Accurate & timely
bookkeeping and financial reporting.

From correctly syncing your existing software to establishing new digital systems so you can review and approve finances on the go, we will ensure you optimize the best tools available to operate an efficient business.

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We understand the unique financial pressures that law firms face.

For over a decade, we’ve helped lawyers and small business owners with bespoke accounting services so they can rest assured their accounts are accurate and assets are protected.

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How we can help
Accounting Services for Law Firms

We provide affordable, personalized, corporate quality accounting solutions that give you the peace of mind & extra time you deserve. Monthly packages can be customized based on your needs.

  • Bank & credit card transactions recorded
  • Account reconciliations
  • Automated bill pay
  • Payroll processing & management
  • IOLTA trust accounting & reconciliations
  • Monthly Reports
  • QuickBooks set-up & integrations
  • Advisory coaching & CFO services
  • 1099 Submissions
  • Tax Packages for Tax CPA/EA

Our Process

  • 1

  • 2

  • 3

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Discover

Tell us about your firm and your challenges on a free discovery call.

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Plan

We put together a plan that meets your goals.

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Implement

We manage and oversee your finances so you can have more time for business and personal life.

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  • 1

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Discover

Tell us about your firm and your challenges on a free discovery call.

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  • 2

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Plan

We put together a plan that meets your goals.

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  • 3

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Implement

We manage and oversee your finances so you can have more time for business and personal life.

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"Kathy is amazing, her insight and knowledge are so helpful to small business owners."

Julie Barile

FAQ
QUESTIONS Lawyers
Frequently Ask Us …

Are you ready

To get your firm's
financials In order?

Schedule a Call