Professional Firm Services

As your firm grows, managing day-to-day bookkeeping can become increasingly challenging. That’s where we come in.

Trust us with your accounting and bookkeeping, and gain peace of mind knowing your finances are in expert hands. We’ll handle bookkeeping, cash flow, and financial records, providing clear insights to help you make informed decisions. Our services keep your operations smooth and profitable, allowing you to focus on delivering exceptional client service. With us managing the details, you’ll have more time to grow your firm and increase profitability.

Bookkeeping Services

  • Chart of Accounts Revamp & Set-up
  • Weekly/Monthly Expense & Income Tracking
  • IOLTA & Client Retainer Tracking
  • Month-End Financial Report Package
  • 1099 Filings
  • Year-End Preparation*

*We do not prepare audits or tax returns, however, we will work closely with your CPA or Auditor to provide all reports necessary for a smooth filing.

Controller/Advisory Services

  • Cash Flow Monitoring
  • Forecasting
  • KPI & Scenario Reporting
  • Budget Preparation & Maintenance

Back Office Support

  • Bill Pay Processing using BILL.com™, Melio, and QB Bill Pay
  • Payroll Processing
  • Invoice Preparation
  • Third-Party App Support (We service Clio & Practice Panther Clients!)

Bookkeeping Services

  • Chart of Accounts Revamp & Set-up
  • Weekly/Monthly Expense & Income Tracking
  • IOLTA & Client Retainer Tracking
  • Month-End Financial Report Package
  • 1099 Filings
  • Year-End Preparation*

*We do not prepare audits or tax returns, however, we will work closely with your CPA or Auditor to provide all reports necessary for a smooth filing.

Controller/Advisory Services

  • Cash Flow Monitoring
  • Forecasting
  • KPI & Scenario Reporting
  • Budget Preparation & Maintenance

Back Office Support

  • Bill Pay Processing using BILL.com™, Melio, and QB Bill Pay
  • Payroll Processing
  • Invoice Preparation
  • Third-Party App Support (We service Clio & Practice Panther Clients!)

Enough Talk, Let’s Get to Work!