General Bookkeeping for Law Firms
This is where it all begins. For your business to flourish, you need Clear Numbers.
What’s Included?
- Enter & categorize transactions in your bank and credit accounts
- Organize your chart of accounts
- Provide you with financial reports
- Help you prep for tax time by requesting vendor W9’s
- Communicate with other professionals on your behalf (accountants, insurance agents, tax agencies, etc)
- Regularly meet with you to review financials, provide clarity, and make corrections
- Document storage – access to secure Egnyte file system for financial document uploads and storage
- Software – we can use your existing accounting software or provide you with a new account
Why Work with Us?
Our team will partner with you to make sense of your firm’s current financial situation, stay organized as your business grows, and provide you with Clear Numbers to make pivotal decisions that will impact your future.
- Clear communication
- All work completed in-house. No contractors
- Weekly transaction updates
- Monthly 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
- Regular communication by email/phone
- Collaborate with other professionals on your behalf (cpa, controller, insurance agents, etc)
- Access to secure file system with all bank statements, iolta reconciliations, other important documents
- We can use your existing cloud software or create new accounts for you