
Services
IOLTA/Trust Accounting
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.
Bookkeeping Clean Up
If you are behind with your bookkeeping and/or trust reconciliation, we will provide
clean-up services to gets your records up to date in compliance with the bar association’s standards.
Advanced Client Costs
In order to increase your firms’ revenues, we ensure that client costs are being captured and recouped timely.
CFO Financial Services
We will provide industry specific financial reporting, financial consultations, and offer
ways how to increase revenues and help remedy any financial issues.
Bar Audit Assistance
We help legal professionals whose licenses are at risk of being suspended, revoked
and/or disbarred due to lack of financial controls in the firm.
Staff Training & HR Assistance
If you are looking for assistance with the workload, we can assist with hiring
workers also training staff on firm’s processes, policies and procedures.