What we do
Eight services. One industry.
Everything here is built around how a law practice actually handles money — trust liability, advanced case costs, and revenue that shows up on its own schedule.
01 — Core Bookkeeping
The monthly close, the backlog, and the honest assessment before either one starts.
- Monthly Bookkeeping for Law FirmsEvery month, your operating account, your credit cards and your trust account get reconciled, your transactions get coded to a chart of accounts built for a law practice, and you get financial statements you can actually read. Closed on a schedule — not in a panic every April.
- Historical CleanupsWhether it is four months behind or four years, a cleanup rebuilds your books from the bank records up: reconciled, correctly coded, trust accounts proven, and handed to your CPA in a state they can actually file from.
- Diagnostic ReviewsA fixed-fee review of your existing books, your trust account and your systems, delivered as a written report with a specific list of what is wrong and what it will take to fix. Yours to keep, whether or not you hire us.
02 — Money Movement
What comes in, what goes out, and the case costs in between.
- Accounts ReceivableBills that go out on time, an aging report somebody actually reads, and a follow-up process that runs without you having to be the one chasing your own clients for money.
- Accounts PayableBills captured, approved by you, paid on schedule and coded correctly — with advanced client costs tracked as the recoverable receivables they are, not buried in your expenses where they quietly destroy your margins.
03 — Systems & Strategy
The software underneath it all, and what the numbers mean once it works.
- AdvisoryClean books tell you what happened. Advisory is the conversation about what to do next — which practice areas actually pay, what an associate really costs, whether the draw is sustainable, and what your rate should be.
- QuickBooks Online Setup & ImplementationA QuickBooks Online file built for a law practice — trust liability accounts, advanced client costs, matter tracking and a chart of accounts that reflects how legal work actually generates money. Set up right, once.
- Software Setup & IntegrationYour practice management system, your payment processor and your accounting file should be one connected workflow. We map what you have, fix what is silently breaking, and make the data flow in one direction — correctly.
At a glance
All eight, side by side.
- Core Bookkeeping
Bookkeeping
Learn more - Core Bookkeeping
Historical Cleanups
Learn more - Core Bookkeeping
Diagnostic Reviews
Learn more - Money Movement
Accounts Receivable
Learn more - Money Movement
Accounts Payable
Learn more - Systems & Strategy
Advisory
Learn more - Systems & Strategy
QBO Setup & Implementation
Learn more - Systems & Strategy
Software Setup & Integration
Learn more
Ready when you are
Not sure which of these you need?
Most firms do not know until someone looks. A Diagnostic Review tells you what shape your books are in and what would actually help — before you commit to anything ongoing.
- No obligation, no sales script
- Straight answer on whether we fit
- Talk to the person who does the work