Bookkeeping Services for Attorneys
We offer bookkeeping services for attorneys through an online process that removes the burden of maintaining your own accounts, at a fraction of the cost of an in-house bookkeeper or a traditional firm.
Understand
Your Cashflow
Reports That
Make Sense
Organized & Timely
Financials
When do you know it’s time to make a change?
- Does your trust account look more like a Bolivian Jungle?
- Do you spend too much time trying to figure out what the numbers mean & how to use them?
We are here to help you succeed…
What can we do for You?
Basic
- enter bank account transactions
- reconcile your accounts
- keep your balance sheet up-to-date
- email you monthly financial reports
- financial meetings at your convenience
- IOLTA three way reconciliation
starting at $225/month
Enhanced
- everything from Basic package PLUS
- manage payroll
- manage employee benefits payments
- client invoicing
- send client trust requests
starting at $450/month
Custom
- everything from Premium package PLUS
- invoicing time entry
- legal insurance invoicing
- training employees to use client management software (Clio, MyCase, Lawmatics, MyLeanLaw, etc.)
starting at $750/month
Ready for your next step?
All packages include:
- All work completed in-house. No contractors
- Weekly transaction updates
- One-on-one financial statement review
- Monthly bank account, credit card & trust account reconciliation
- Quarterly vendor W9 checks – so you’re prepared for tax time
- Great communication by email/phone
- Collaborate with other professionals on your behalf (cpa, controller, insurance agents, etc)
Your numbers are our passion…
This is what we do for you.
Set-up
process makes sure our business relationship starts out on the right foot.
Weekly Checks
the meat & potatoes of what we do. We are constantly updating your accounts and fixing problems so you know where you are at.
Reporting
Helping you to know where your money is coming from and where it’s going. Regular reports are available on a monthly, quarterly and year-end basis.
Connect With Us
Let’s start a conversation for how we can help you remove the burden of maintaining your own accounts.