Focus on providing stellar legal services while we handle the firm's accounting requirements. Our services are tailored to the needs of each client. Examples of frequently provided services are below.

Financial Accounting

  • All financial transactions are recorded, accounts are reconciled, and reports are reviewed for accuracy.
  • Accounts are updated weekly or monthly.
  • Monthly reports can include balance sheet, income statement / profit and loss statement, accounts receivable report, advanced client cost report, work in progress (WIP) report.
  • Vendors are paid through an automated, paperless accounts payable system.
  • Simple income statement budgets and budget variance reports.

IOLTA & Trust Accounting

  • Full IOLTA trust account reconciliation packages are prepared to meet state bar requirements.

Controller & Monthly Financial Meeting

  • Detailed forecasts of firm revenue, payroll, overhead costs and cash balances are used to guide the firm’s financial future.

  • Financial results are reviewed and forecasts are updated in a monthly video conference call.

  • Firm and practice area specific KPIs are used to track firm performance.

Weekly Cash Forecast

  • A weekly cash forecast controls cash when funds are tight.

Practice Management Systems

  • We are certified in Clio, Rocket Matter, CosmoLex, Centerbase, QuickBooks, Xero
  • We  also work with ProLaw, Practice Panther, Actionstep, EsiLaw, FreshBooks, MyCase

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