The legal business runs on expertise and billable hours, but behind every successful law firm is a financial system that actually works.
Our services are tailored specifically for law firms, solo practitioners, and legal professionals. We understand that your income comes in from retainers, hourly billing, contingency fees, and settlements, through checks, wire transfers, and LawPay, and MyCase, and every dollar needs to be tracked correctly and kept separate from client trust accounts.
We set up and maintain a clean, reliable bookkeeping system in QuickBooks, Clio, or Xero that captures every transaction and connects seamlessly with your bank accounts and payment platforms. Your books stay organized, reconciled, and accurate month after month without you having to track down numbers or figure out what is missing.
We track income, expenses and everything in between including partner distributions, staff salaries, office costs, and case-related expenses, ensuring every dollar is recorded properly and in the right period. Nothing is missed and everything is accounted for.
Beyond bookkeeping, we help you understand your numbers. You receive clear monthly financial reports including Profit & Loss, Balance Sheet, and Cash Flow, along with insights into your revenue streams, cost structure, and overall financial performance so you can plan your next move with confidence.
We also handle the compliance side of your practice including payroll, 1099 filings for contractors, estimated tax payments, and your annual tax return. From setting up your business entity to keeping your books clean year round, we take care of the entire financial side so you can focus on your clients, your cases, and growing your practice.