Financial Services for Law Firms
Essential Bookkeeping
From $397 /month
Ideal for solo practitioners and small law firms that need consistent, reliable bookkeeping to stay organized and maintain financial clarity without worrying about the day-to-day details of managing their accounts.
What’s Included:
- Monthly Bank, Credit Card & Loan Reconciliations
Keep your accounts accurate and up to date with regular reconciliation of all financial accounts.
- Monthly Expense Tracking
We’ll categorize and track your firm’s expenses, providing clarity on where your money is going.
- Monthly Financial Statements
Receive detailed financial statements (including Balance Sheets and Profit & Loss Statements) so you have a clear picture of your firm’s financial performance.
- Unlimited Communication
We’re here whenever you need us, and we aim to answer all questions within 24 – 48 hours.
- Customized Solutions
Every law firm is unique, so we tailor our bookkeeping services to meet your specific needs.
CFO Advisory Services
Contact us to explore a custom plan
Ideal for law firm owners who want to improve cash flow, gain insights into their firm’s financial health, and receive strategic guidance for growth and long-term planning.
What’s Included:
- Comprehensive Financial Evaluation
We’ll assess your firm’s financial health and identify areas for improvement, helping you operate more efficiently.
- Improved Cash Flow Management
Ensure that you have enough cash on hand to cover expenses and invest in your firm’s growth with our cash flow management strategies.
- Monthly Scoreboard Meetings
Meet with us monthly for a clear and concise overview of your firm’s financial performance, empowering you to make informed decisions.
- Strategic Action Plans
We’ll work together to create actionable plans, so you know exactly what steps to take to reach your financial goals.
- Forecasting & Projections
Plan for the future with our financial forecasting, helping you anticipate challenges and seize opportunities for growth.
Full Financial Support (Bookkeeping + CFO Advisory)
Complete financial solutions at a bundled rate
Ideal for law firms looking for full financial management support, combining the accuracy of bookkeeping with the foresight and strategy of advisory services to help firms stay on top of their finances and reach their business goals.
What’s Included:
- Complete Bookkeeping Services
All the features of our bookkeeping plan, including reconciliations, expense tracking, and financial statements.
- Strategic Advisory Services
Enjoy the full benefit of our advisory services, including financial evaluations, cash flow management, monthly meetings, strategic planning, forecasting, and more.