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 measure tend to improve.
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.
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.
No matter what your compensation arrangements are we can help you get the advanced reporting you need to compensate the partners in your firm.