Services

What I do

Professional Bookkeeping

Outsourced Accounting

  • Monthly transactions and data entry
  • Save Time and Money
  • Account Reconciliation
  • Trust Account (IOLTA, etc.)
  • AR/AP prep for approval
  • Collections support
  • Client account management

Benefits:

I am a Quickbooks ProAdvisor that specializes in Independent Attorneys and Small Law Firms. Outsourcing your bookkeeping to me ensures that your books are accurate and compliant, gives you peace of mind, allows you to bill more hours, and saves you money. Most clients save over $2,000 each week by outsourcing their bookkeeping to us. Save time and never fall behind on billing again. 

Practice Management Integration

Integrate your current practice Management Software

  • Integrate your current management software with your bookkeeping
  • Combine services and reduce costs
  • Help to choose the right software for your practice
  • Join our referral network

Benefits:

I can combine your existing software or help you find the right software to manage your practice and your bookkeeping needs. I am an Accounting Pro with LeanLaw and an Affiliate Partner with Clio. Join my growing list of Attorneys and Firms in my network for referrals. Peace of mind that you will not need to perform double entry every time you need to access client account information. 

Financial Reporting and Counsel

Audit Ready Trust Account Reporting and Expert Advice

  • State specific Trust Account reporting including IOLTA/IOLA
  • Outsourced CFO serivces
  • Learn and understand what your financial reports mean 
  • Custom reporting for your specific needs
  • Interpretation and advice of your financial reports
  • Confidence that your reports are accurate and in compliance

Benefits:

Know that your reporting needs are covered and compliant so you can get back to practicing law. I will show you what your financial reports mean so you can make better financial decisions for your practice and your personal life. Professional CFO services at a fraction of the cost. Go ahead, take that vacation and know that your practice is in good hands while you relax and recover.