It's time to get the life and business you desire.
We help attorneys gain a peace of mind and financial control over their finances.
Our Values
Quality Service
Accountability
We value providing specialized high-quality services to our legal clients by only accepting a limited number of attorneys who are serious about increasing revenues and growing their practice.
We are committed to helping legal professionals make sound financial decisions so they can achieve the success desired.
Solutions
Whether it's meeting financial goals, hiring reliable help, having the peace of mind knowing your firm is operating efficiently. or being able to spend more time doing what you enjoy, we are here to assist lawyers reach goals.
Services
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Not all accounting professionals are treated equal. Be sure you are working with a professional who understands trust accounting/bookkeeping and 3 way reconciliation, which require specialized knowledge based on your state's Bar Association.
CFO/Financial
Advisory
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We will provide industry specific, financial reporting, financial consultations, and offer ways to increase
revenues and help remedy any financial issues.
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If you are behind with your bookkeeping and/or trust reconciliation, we will provide clean-up services to get your records up to date in compliance with the bar association's standards.
Bar Audit
Assistance
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We help legal professionals who licenses are at risk of being suspended, revoked and/or disbarred due to lack of financial controls in the firm.
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In order to increase your firms' revenues we ensure that client costs are being captured and recouped timely.
Staff Training and
HR Assistance
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If you are looking for assistance with the workload, we can assist with hiring workers and also training staff on firm's processes, policies and procedures.
What Clients Say About Us
"Kim provides stellar service and take time to understand her clients. She is competent and more importantly she is honest and trustworthy individual."
About
Kim Shepherd is committed to helping attorneys gain a peace of mind, financial control and assist with the growth of their legal practice.
With her professional & educational background as an accountant who is a licensed Enrolled Agent with the IRS & also a Certified Fraud Examiner, she has helped, and continues to help, legal professionals stay in compliance.
Whether that be through financial consulting, reconciling their trust/IOLTA accounts, Bar audit assistance, or just an accountability partner to ensure the law firms are operating efficiently.
With integrity and honesty at the core, she truly cares about every client and is committed to providing a high-quality experience to each client's unique situation. She offers individualized attention to help them meet and exceed their goals.
