Pricing
Flat monthly fees, quoted after we look.
We do not publish prices, because any number here would be wrong for most firms reading it. What we can tell you up front is the shape of each package and exactly how the quote gets made.
Growth
Get the fundamentals right
Solo attorneys and new firms
Everything a practice needs to keep a clean, current, defensible set of books — closed on a schedule instead of in a panic every April.
Flat monthly feeQuoted per firmRequest a quote- Monthly bookkeeping and categorization
- Operating account reconciliation
- IOLTA-aware three-way trust reconciliation
- Monthly P&L and balance sheet
- Chart of accounts built for a law practice
- Year-end package for your CPA
- Email support with a one-business-day reply
- Most firms start here
Precision Pro
Free up the hours you keep losing
Firms of 2–10 attorneys
Adds the money-movement work most firms are still doing themselves at 9pm — receivables, payables and the practice-management integration that makes both stop hurting.
Flat monthly feeQuoted per firmRequest a quote- Everything in Growth
- Accounts receivable and invoicing support
- Accounts payable, vendor and case-cost management
- Practice management sync (Clio, MyCase, PracticePanther)
- Matter-level and practice-area reporting
- Monthly review call
- Payroll coordination with your provider
- Priority support
Executive Pro
Run the firm on real numbers
Established and multi-office firms
For firms that have outgrown "are the books done?" and need to answer harder questions — which practice areas actually pay, what a new associate really costs, whether the draw is sustainable.
Flat monthly feeQuoted per firmRequest a quote- Everything in Precision Pro
- Cash-flow forecasting and runway modeling
- Budget build and variance reporting
- Profitability analysis by practice area and matter
- Partner compensation and draw modeling
- Multiple trust accounts and entities
- Quarterly strategy session
- Direct line to your bookkeeper
Side by side
What is in each package.
| Feature | Growth | Precision Pro | Executive Pro |
|---|---|---|---|
| Core bookkeeping | |||
| Monthly transaction categorization | |||
| Operating account reconciliation | |||
| Credit card reconciliation | |||
| Books closed byBusiness days after month-end. | Day 15 | Day 10 | Day 7 |
| Law-firm chart of accounts | |||
| Trust accounting | |||
| Three-way trust reconciliationBank, book and the sum of individual client ledgers, agreeing every month. | |||
| Client ledger maintenance | |||
| Trust variance alerts | |||
| Number of trust accounts | One | Up to three | Unlimited |
| Earned-fee transfer tracking | — | ||
| Money movement | |||
| Accounts receivable & invoicing | — | ||
| AR aging review and follow-up list | — | ||
| Accounts payable & bill pay | — | ||
| Case cost tracking and recovery | — | ||
| Payroll coordination | — | ||
| Reporting & advisory | |||
| Monthly P&L and balance sheet | |||
| Cash flow statement | — | ||
| Matter and practice-area profitability | — | ||
| Budget and variance reporting | — | — | |
| Cash-flow forecasting | — | — | |
| Partner compensation modeling | — | — | |
| Systems & support | |||
| QuickBooks Online setup review | |||
| Practice management integrationClio, MyCase, PracticePanther, LawPay and similar. | — | ||
| Review call | Annual | Monthly | Monthly + quarterly strategy |
| Support response | 1 business day | Priority | Direct line |
One-time work — historical cleanups, QuickBooks implementations, software integrations — is quoted separately as a fixed-fee engagement.
No surprises
How the quote actually gets made.
Four steps, and you can stop after any of them.
A 30-minute call
Your practice areas, your systems, your volume, and what is currently causing you pain. We will tell you on this call if we are not a fit.
A Diagnostic Review
A fixed-fee review of your actual books, your trust account and your software. You keep the written report whether or not you hire us.
A flat-fee quote
Based on what we found, not on what we guessed. Monthly work is a flat fee; one-time projects are quoted as fixed-fee engagements.
Onboarding
Access, chart of accounts, integrations and any cleanup — in that order. Ongoing work starts once the foundation is right.
Pricing questions
The things firms ask before they call.
Why are there no prices on this page?
Because any number we published would be wrong for most firms reading it. Pricing depends on transaction volume, how many trust accounts you run, how many matters are open, whether there is a backlog to clean up first, and which software you already use. A three-attorney personal injury firm with two IOLTA accounts and a two-attorney estate planning practice are genuinely different jobs. We quote after a short call and a look at your current books, and the quote is a flat monthly fee — not hourly.
How does the quote process work?
Book a 30-minute call. We ask about your practice areas, your systems, your volume and what is currently causing you pain. If it looks like a fit, we run a Diagnostic Review of your existing books — a fixed-fee engagement that tells you exactly what shape they are in. You get that report whether or not you hire us for ongoing work, and it becomes the basis of an accurate monthly quote.
Is bookkeeping billed hourly?
No. Ongoing bookkeeping is a flat monthly fee agreed up front, so you always know what it costs and we are never incentivised to be slow. One-time projects — historical cleanups, QBO implementations, software integrations — are quoted as fixed-fee engagements after the Diagnostic Review scopes them.
What if my books are a mess right now?
That is extremely common and it does not disqualify you. Cleanup is its own engagement, quoted separately, and it happens before ongoing work starts — there is no point closing this month cleanly on top of eighteen months of guesswork. The Diagnostic Review tells us how far back the problems go and what it will take to fix them.
Do I have to switch to QuickBooks Online?
For most firms, yes — QBO is what we support, and it is what integrates cleanly with the practice management tools attorneys actually use. If you are on Desktop, migration is part of onboarding. If you are on something else entirely, tell us on the call and we will be straight with you about whether it works.
Can I change tiers later?
Yes, and firms usually do. Most start on Growth or move up to Precision Pro within the first year as receivables and payables become the bigger pain than the books themselves. Changes take effect at the start of the next month.
Is there a long-term contract?
Ongoing bookkeeping runs month to month after an initial three-month term, which exists because the first two months are mostly setup and it is not fair to either side to judge the relationship on those. Thirty days notice to cancel.
Ready when you are
Get a real number for your firm.
Thirty minutes, no obligation. We will tell you honestly whether we are the right fit — including when we are not.
- No obligation, no sales script
- Straight answer on whether we fit
- Talk to the person who does the work