Specialized Financial Services for Law Firms

Your Financial Experts

Your Legal Practice Isn’t Just About the Law

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 Services For Law Firms

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.

Wealth
Management

Like you, we begin with the end in mind. Let’s align your personal and firm’s financial objectives, making your numbers work for you. Together, we'll navigate towards your financial goals.

Strategic
Tax Planning

We keep you up-to-date on ever-changing tax rules and ensure your tax strategies are effective and efficient. Already have a tax advisor on your team? We can work with them to get them the numbers they need.

Fractional
CFO

Your firm needs more than accounting; it needs strategic planning. Whether it’s hiring or cash flow, we've got your questions covered. If you already have a CFO, we can support them in driving your strategy forward.

Accounting &
Bookkeeping

Solid financials are the cornerstone of a successful law firm. Messy books can lead to poor financial decisions and missed opportunities. We handle the month-to-month, so you can look forward with confidence.

Trust Accounts

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. 

Special Projects for Law Firms

Accounting Clean Up

If your books & records were already in good order, you likely wouldn’t be here! From a few months of unreconciled statements to a few years of questionable recordkeeping, we'll get you squared away.

Trust Account Cleanup

Trust accounts can’t be wrong. We'll work with you to get them in order.​

Retirement Planning

Looking to establish a retirement plan for your firm? We can help you select an optimal plan and determine contribution amounts. For our wealth management clients, we can even help you decide how best to invest your account balance. Need help navigating your firm’s current plan? We’ll work with you and your third-party administrator to ensure maximum contributions are timely made.

Your Financial Team,
Specialized for the Law

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.

Ready to Elevate Your Practice?

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.