Our Services

Tailored bookkeeping for small law firms and professionals.

Starter

Clean compliance with a predictable monthly close.

Growth

Billing discipline that accelerates cash and cuts rework.

A strategic finance cadence - forecasting and planning for the future.

Premier

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

• Monthly bank/credit card reconciliations

• Three-way trust reconciliation with saved workpapers

• Management Pack: Profit & Loss, Balance Sheet, Trust Liability by Client, AR aging, WIP summary

• 1099 workflow: W-9 gate, tracking, e-file & recipient copies (January)

• PMS coordination: time/cost completeness reminders surfaced to attorneys

• Monthly bank/credit card reconciliations

• Three-way trust reconciliation with saved workpapers

• Management Pack: Profit & Loss, Balance Sheet, Trust Liability by Client, AR aging, WIP summary

• 1099 workflow: W-9 gate, tracking, e-file & recipient copies (January)

• PMS coordination: time/cost completeness reminders surfaced to attorneys

• Prebill QA: rates, narratives, cutoff/aging

• Invoice delivery/tracking + dispute log

• A/R cadence in PMS: statements, reminders, retainer replenishment links

• Matter profitability snapshots

• Monthly bank/credit card reconciliations

• Three-way trust reconciliation with saved workpapers

• Management Pack: Profit & Loss, Balance Sheet, Trust Liability by Client, AR aging, WIP summary

• 1099 workflow: W-9 gate, tracking, e-file & recipient copies (January)

• PMS coordination: time/cost completeness reminders surfaced to attorneys

• Prebill QA: rates, narratives, cutoff/aging

• Invoice delivery/tracking + dispute log

• A/R cadence in PMS: statements, reminders, retainer replenishment links

• Matter profitability snapshots

• Annual budget + monthly reforecast

• 13-week cash-flow forecast tied to WIP/AR

Timeline & SLAs

• Close target: 10th business day

• Response: < 4 business hours (email)

• Corrections/resends: within 1 business day once attorney updates are complete

• Reviews: 45-min monthly executive review + Quarterly Business Review

Timeline & SLAs

• Close target: 10th business day

• Response same business day (email)

• Corrections/resends: within 1 business day once attorney updates are complete

• Review: 30-min monthly review

Timeline & SLAs

• Close target: 12th business day

• Response by next business day (email)

• Review: 45-min quarterly review

Average: $1,200/ mo.

Average: $2,000/ mo.

Average: $3,000/ mo.