Financial Services Built for Growing Law Firms
Yet many managing partners are still asking:
Are we actually becoming more profitable as we grow?
How much cash should we keep in the firm?
Can we afford our next hire?
Are our trust accounts being properly reconciled?
How much should partners distribute?
What should we expect to owe in taxes?
More Than Bookkeeping
Accounting & Financial Reporting
Accurate monthly books, reconciliations, financial statements, payroll coordination, AR/AP support, and reporting that helps you understand where your firm stands.
Trust & IOLTA Accounting
Trust reconciliations, client ledger tracking, three-way reconciliation support, and stronger processes around one of the most sensitive areas of your firm's finances.
Proactive Tax Strategy
Year-round planning around estimated taxes, owner compensation, distributions, entity structure, retirement strategies, and year-end opportunities.
Financial Guidance
We help you use your numbers to make better decisions around hiring, profitability, cash flow, payroll, partner distributions, and growth.
One Team. One Financial Picture.
- Reliable monthly financials instead of books that are always behind.
- Proactive tax planning instead of April surprises.
- Better financial visibility instead of making decisions based on gut instinct.
- Stronger trust-account processes instead of wondering whether everything is being properlyreconciled.
- An experienced financial team instead of the managing partnercarrying the financial burden.
Law Firm Trust Account Health Check
Built for Growing Law Firms
3–25
Attorneys
$1M–$15M+
Revenu
Growing headcount
or revenue
Trust/IOLTA
activity
No strong internal
controller or CFO