Let’s Take Your Firm To The Next Level
Clean Up Books and Trust Accounting
If you want to make sure your law firm operates effectively, we need to first set your foundations, make sure your trust account is balanced to the penny & make sure your financials are accurate. Here we clean up your financial statements and reconcile all bank accounts including your client trust accounts.
Implement Proper Accounting, Software & Workflow
Now that we have your foundations in place, we implement new accounting procedures if needed, we identify the software and workflows that work most effectively & efficiently with your accounting system. This step saves you time, money, and gives you clarity on the details of your client trust funds and the performance of your law firm.
Maintenance & Growth
It’s time to take your law firm to the next level! With your foundations, accounting, and systems set, we can now advise you on what is needed to minimize costs, maximize revenues and firm performance. We manage everything and give you specific action steps to stay on track and help your business grow.
Why it works
Our three step methodology works because it takes a holistic approach to your firm. Since we focus on helping Law Firms, we know the ins and outs of what is needed to strengthen your practice. We have seen the bumps that come up along the way and are ready to get your firm over them and to the next level.
