Premium Bookkeeping Services for Law Firms

As your firm grows, know the details. You need Clear Numbers before making pivotal decisions.

What’s Included

Client Invoicing –

Create/send client invoices in your client management software
Apply trust to invoices. Provide you with monthly transfer amount with detailed reporting
Send client trust requests

Client Expense Tracking –

Detailed approach to tracking your billable client expenses
Confirm that your team has entered billable expenses each month
Confirm that client expenses are being billed

Accounts Receivable –

Direct client communication in reference to billing
Set up payment plans for your clients
Create accounts receivable systems to ensure you get paid as soon as possible

Accounts Payable –

Direct vendor communication in reference to payables
Pay approved invoices on your behalf

Payroll –

Set up new employees, administer payroll using processor (Gusto, Paychex, ADP, etc)
Track retirement, insurance, and other company benefits
Calculate simple or complex distributions for partners in your firm

Other Ventures –

We know you’re an entrepreneur. We can provide general bookkeeping for startups and additional businesses that you own.

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