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LAW FIRMS & ATTORNEYS

A steadier financial view for law firms

Understand firm performance, keep books current and make informed decisions about the next stage of practice.

TALK THROUGH YOUR NEEDS

HOW WE SUPPORT YOUR BUSINESS

A clearer financial picture, built around your work.

We help law firm owners organize business bookkeeping, payroll, tax preparation and financial reporting. Work involving client funds or trust accounts must be scoped with your firm’s legal and compliance professionals and applicable requirements.

Solo attorneys and established law firms that want a dependable view of operating income, expenses, staffing costs and cash flow.

Current business financial reports, tax and payroll support, greater visibility into operating costs and profitability, and information to support planning for hiring or growth.

HOW WE CAN HELP

Services for the work ahead.

We’ll shape the scope around your goals, records and current systems. Explore the services below to see where we may be able to help.

Bookkeeping & ComplianceMonthly reconciliations, financial statements and compliance monitoring that keep your books accurate and ready for lenders, boards and tax time.Tax Preparation & AdvisoryReturns for LLCs, S corporations, C corporations, partnerships and nonprofits (Form 990), prepared accurately, filed on time and backed by year round tax planning.CFO Advisory ServicesCash flow forecasting, KPI tracking, pricing and margin strategy, lender preparation and board level reporting. Executive financial leadership without a full time CFO salary.Payroll ManagementSetup and every pay run for hourly, salaried and multistate teams, including garnishments and benefit deductions.

Start with a conversation about your numbers.

Tell us what is working, what feels unclear and where you would like more visibility.

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