Financial Services Built for Law Firms
From trust accounting and retainer tracking to partner distributions and matter profitability — we handle the financial complexity of legal practice so you can focus on your clients.
Trust & IOLTA Accounting
Your trust account is the highest-stakes ledger in your firm. We reconcile it monthly, tie every transfer to an invoice, and make sure your client funds always match — so you never have to worry about a bar audit.
🔍 Sound familiar? If your trust account doesn't tie out — or you can't prove what you're holding for each client — that's a compliance risk we eliminate.
What's Included
- Monthly trust account reconciliation
- Client-level balance tracking
- Transfer documentation (trust → operating)
- Three-way reconciliation reports
- Compliance-ready recordkeeping
Retainer Tracking & Management
Know the remaining retainer balance for every client, in real time. We track earned vs. unearned fees, flag low balances for replenishment, and make sure you never do work you don't get paid for.
🔍 Sound familiar? If partners are constantly asking 'how much retainer is left?' and nobody can answer in 2 minutes — we fix that.
What's Included
- Real-time retainer balance by client
- Earned vs. unearned fee tracking
- Low-balance alerts & replenishment triggers
- Retainer application to invoices
- Client-level retainer reporting
Monthly Close & Financial Reporting
Clean books, closed on time, with reports you can actually read. We handle the full month-end close — reconciliations, journal entries, accruals — and deliver financial statements that help you make decisions, not just check boxes.
🔍 Sound familiar? If your financials come late — or leadership can't make decisions because the numbers aren't ready — we change that.
What's Included
- Full month-end close process
- Bank & credit card reconciliations
- Accounts payable & receivable management
- Financial statement preparation
- Variance analysis & trend reporting
Partner Distributions & Equity Tracking
Multiple partners means multiple opinions about money. We keep clean records of capital contributions, draws, distributions, and ownership percentages — so there's never an argument about who gets what.
🔍 Sound familiar? If partners argue about distributions or your CPA has to 'fix it at year-end' — that's a system problem we solve year-round.
What's Included
- Capital account tracking by partner
- Draw & distribution management
- Equity percentage documentation
- Partner-level P&L reporting
- Year-end K-1 preparation support
Matter & Location Profitability
Know which cases make money and which ones don't. We build reporting that shows profitability by matter, attorney, practice area, and office location — so pricing and staffing decisions are based on data, not gut feel.
🔍 Sound familiar? If you price based on gut or can't tell whether your second office is working — we give you the numbers to know for sure.
What's Included
- Matter-level profitability analysis
- Attorney productivity reporting
- Practice area performance tracking
- Multi-office location P&L
- Write-off and realization rate tracking
Billing, Timesheets & Collections
Late timesheets mean late invoices mean lumpy cash flow. We help tighten the billing cycle — from time entry to invoice to collection — so revenue isn't sitting on the table.
🔍 Sound familiar? If billing is always behind or you're leaving reimbursable expenses on the table — we close those gaps.
What's Included
- Billing cycle optimization
- Timesheet compliance monitoring
- Invoice preparation & follow-up
- Collections tracking & aging reports
- Reimbursable expense capture & billing
Software Integration (Case Management + Accounting)
If your case management system and accounting software don't talk to each other, you're entering everything twice and getting inconsistent numbers. We integrate Clio, CosmoLex, MyCase, PracticePanther, and LawPay with QuickBooks so your systems work together.
🔍 Sound familiar? If billing reports and accounting reports tell different stories — or you're entering everything twice — integration fixes that.
What's Included
- Clio, CosmoLex, MyCase, PracticePanther integration
- LawPay payment reconciliation
- QuickBooks Online setup & optimization
- Eliminate double data entry
- Unified reporting across platforms
Payroll Management
From associate salaries to partner guaranteed payments, multi-state compliance to benefits administration — we handle the complexity of law firm payroll so you don't have to.
🔍 Sound familiar? If payroll is a headache — especially with multi-state attorneys or contractor vs. employee confusion — we take it off your plate.
What's Included
- Full payroll processing & W-2 filing
- 1099 contractor management (of counsel, contract attorneys)
- Multi-state payroll compliance
- Benefits administration support
- Gusto, ADP & Zoho Payroll platforms
Fractional CFO & Financial Strategy
CFO-level guidance without the full-time cost. We help managing partners make strategic financial decisions — from cash flow forecasting to growth planning to partner compensation strategy.
🔍 Sound familiar? If you're making big financial decisions without clean data or strategic guidance — a fractional CFO fills that gap.
What's Included
- Cash flow forecasting & projections
- KPI dashboards for managing partners
- Growth & expansion financial planning
- Partner compensation strategy
- Scenario modeling & what-if analysis
Bookkeeping Cleanup & Catch-Up
Behind on your books? We'll review, correct, and bring your financial records up to date — including trust account cleanup, uncategorized transactions, and historical reconciliation.
🔍 Sound familiar? If your books are behind and year-end is a scramble — we get you current and keep you there.
What's Included
- Historical data review & correction
- Trust account cleanup & reconciliation
- Uncategorized transaction resolution
- Chart of accounts restructuring
- Catch-up bookkeeping (months or years behind)
Software We Integrate With
We work with the tools your firm already uses — and make them talk to each other.
Not Sure Where to Start?
Book a free consultation. We'll assess your firm's financial operations and recommend the right solution — no pressure, no obligation.
Book Your Free Consultation