Our Services

Tailored bookkeeping for small law firms and professionals.

Clean compliance with a predictable monthly close.

Billing discipline that accelerates cash and cuts rework.

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

IOLTA Three-Way Reconciliation: Monthly bank, book, and client ledger tie-out.
Operating Account Management: Full reconciliation of bank accounts and firm credit cards.
Essential Financials: Monthly delivery of P&L and Balance Sheet.
Tax-Ready Records: Maintenance of a clean General Ledger for your tax CPA.
Compliance Pulse: A monthly summary confirming trust account health and audit readiness.

Everything in Tier 1, plus:
Hard Cost Recovery Audit: A deep-dive review to ensure 100% of filing fees, experts, and costs are billed.
AR Aging Strategy: Segmented reports by billing attorney to drive faster collections.
Realization & Utilization Tracking: Analysis of which attorneys and practice areas are truly profitable.
WIP (Work in Progress) Oversight: Monitoring unbilled time to prevent "ghost" hours and aging inventory.
Monthly Strategy Call: A 45-minute deep-dive to review performance and profit leaks.

Everything in Tier 2, plus:
13-Week Cash Flow Forecasting: Rolling projections to manage hiring, growth, and capital needs.
Budget vs. Actual Analysis: Detailed monthly variance reporting against firm-wide financial goals.
Practice Area Profitability: Segmenting the P&L by department (e.g., Litigation vs. Transactional).
Multi-Entity Management: Consolidated reporting for firms with secondary holdings or multi-state offices.
Advanced Vendor Oversight: Review of major firm contracts and high-ticket Opex for efficiency gains.

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

Close target: 10th business day
Response same business day (email)
Corrections/resends: within 1 business day once attorney updates are complete
Review: 45-min monthly review