HISTORICAL COMPILATION AND CLEANUP
Are your books a mess? You're not alone. When focusing on your core business it's easy to let your books fall into disarray. We can help. By compiling your financial data, reconciling your accounts, and streamlining your chart of accounts we can get you up to date with your books. From there, you'll be able to get more useful reporting out of your accounting system.
BUDGETING AND ANALYSIS
What is the most profitable part of your practice? Where are profits leaking? Once your books are cleaned up, it's time to put the data to work. We can help you with budgeting and analysis to help improve your bottom line and plan for growth. Having a desire to grow without a plan is just hope. Things which are measured tend to improve.
DATA MIGRATION
Are you unhappy with your current invoicing software? We will help migrate your data to a modern cloud-based technology stack to save you time and money. Our preferred accounting/invoicing tools are Quickbooks online and Leanlaw. Leanlaw is a robust time/billing/reporting software designed specifically with the law firm user in mind. Track time with ease. Invoice clients with ease. We'll take you from your antiquated systems to streamlined, intuitive system which will greatly improve your financial processes.
TRUST ACCOUNTING
Is managing your IOLTA too much for you to handle? Bar associations require monthly reconciliations of your IOLTA and client trust accounts. With law firm-specific software and our services, you can easily manage your trust accounts and clearly segregate your retainers from your operating accounts.
COMPENSATION REPORTING
No matter what your compensation arrangements are we can help you get the advanced reporting you need to compensate your attorneys.
STREAMLINE
WORKFLOWS
Are you getting the most out of your firm's technology stack? Software as a Service (SaaS) is here to stay. If you're using legacy platforms you're missing out on the convenience and efficiencies provided by modern cloud-based tools. Ensure business expenses and client advanced costs are tracked efficiently. Using an expense tracking tool, a powerful time and billing tool such as Leanlaw, and QuickBooks Online is a great start to managing the financial workflows of your firm.