Your Financial Experts
You excel in advocating for your clients, but what about your firm’s financial health? Between keeping up with trust accounts, running payroll, maybe tracking multiple revenue types – your financials may look more like a tangled web than a streamlined process.
Our firm specializes in working with fast-growing law firms with 1-6 partners and revenues ranging from $250,000 to $20 million. We understand the unique financial landscape of the legal industry.
Proper trust accounting is critical. Advanced payments aren’t yours until you’ve earned them. A lot of behind-the-scenes tracking and funds transfers must take place to ensure compliance with applicable state bar rules. Are your trust accounts in order? Accurate trust account maintenance is a core component of our monthly accounting process. We can also perform one-time clean ups of trust accounts as special projects for new clients. From IOLTAs to escrow accounts, we’ve got you covered.
Your practice deserves more than generic financial services. From estate planning to corporate law to personal injury practices, we offer tailored solutions that meet your unique needs.
Take the first step toward financial clarity and operational efficiency. Fill out our contact form and we’ll get in touch to discuss how we can be your financial experts.