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Bookkeeping tailored for your firm

Helping small law and professional service firms stay organized and confident

In the competitive world of professional services, managing finances can often become a hefty distraction. As a firm owner, your focus should be squarely on delivering exceptional service to your clients and maximizing billable hours. That’s where we come in — to take the burden of financial management off your hands, allowing you to concentrate on what you do best. Our dedicated financial services are designed specifically for firms like yours, be it a law practice, consultancy, or any other professional service. We understand that every minute you spend on bookkeeping, budgeting, and financial strategic planning is a minute you're not spending on billable activities.

  • Trust/IOLTA Compliance with monthly three-way reconciliation

  • Evergreen retainer monitoring

  • Billing solutions with A/R management

  • Reimbursable costs leakage

  • Cash flow forecasting

Our Services

Tailored bookkeeping solutions for small law firms and professionals.

Bookkeeping
Professional accountant reviewing financial documents at a desk with a laptop and calculator.
Professional accountant reviewing financial documents at a desk with a laptop and calculator.

Accurate record keeping to keep your finances organized and clear.

Close-up of hands typing on a laptop keyboard with financial charts on screen.
Close-up of hands typing on a laptop keyboard with financial charts on screen.
A neat office workspace with accounting books, a coffee cup, and a plant.
A neat office workspace with accounting books, a coffee cup, and a plant.
Financial Reports

Clear, concise reports that help you understand your business health.

Personalized advice to help you manage your books efficiently.

Advisory

*Disclaimer: Bookkeeping & advisory services only; not a CPA firm; no assurance services.