Legal Bookkeeping

for lawyers / law firms

We make it easy for you to get the financial data you need to grow your business. You’ll have peace of mind knowing your accounting system is accurate and up to date, and a trusted advisor working alongside you to streamline your path to success.

You’ll have more time to focus on sales, operations, customer retention and increasing profits.  You’ll have peace of mind knowing a trusted advisor is making sure the numbers add up and your books will be organized and ready for tax time.  And you’ll be able to plan with updated financial reports always at your fingertips.  You’ll have a partner who can strategize with you about achieving your financial goals.

See how we can help your business grow

A Certified QuickBooks ProAdvisor will get to know your business and help set up an efficient, accurate and easy-to-use accounting system using QuickBooks Online.  We offer monthly bookkeeping services, strategy sessions, payroll and sales tax compliance, accounts payable and receivable, and setup or cleanup of Quickbooks Online accounts.

By using the latest cloud-based technology, you’ll always know where your finances stand with the click of a button. Your data is accessible anytime, anywhere, and integrated with the third-party apps you use to run your business.

What We Offer

Services and pricing are customized to meet your needs. We use monthly flat-fee pricing so you always know what to expect.

We are currently specializing only in clients who are using QuickBooks Online or Xero, or who want to start using those systems. We are not currently working with clients using QuickBooks Desktop.

QuickBooks Setup or Cleanup

We’ll get you up and running! Includes:

  • NReview current bookkeeping for accuracy
  • NReview setup for business structure, sales recording, contractor compliance, etc.
  • NCreate/update your chart of accounts
  • NCatch up/clean up bookkeeping for prior months
  • NCreate customized templates for invoices, purchase orders, and financial reports
  • NEstablish custom bookkeeping workflows and processes that work for you
  • NOptional: Train you and your staff on new processes

Essential Monthly Bookkeeping

Get accurate books delivered each month on the dot. Custom package may include:

  • NCategorize and match bank feeds in QuickBooks Online
  • NRecord deposits, assets, and owner draws/contributions
  • NBank Statement Reconciliation
  • NFinancial Reports
  • NContractor compliance (W9s/1099s)
  • NPayroll processing including quarterly/annual tax returns and remittances
  • NEmployee expense reports & reimbursements
  • NAccounts Payable management
  • NAccounts Receivable management
  • NB&O and Sales Tax filings

CFO/Advisory Services

Expert support and partnership to help you take your business to the next level. Includes:

  • NAdvise and implement software for payroll, receipt management, POS/e-commerce integrations, etc.
  • NCustom phone, video and email support
  • NAdvanced financial reports, KPIs, and cash flow forecasts
  • NReview your systems and offer financial best practices

Our Process

We start with a free consultation to learn more about your business and how we can help. If you’d like to move forward, the next step is for us to complete a free diagnostic review of your QuickBooks Online file (if you’re an existing QuickBooks Online user). This helps us determine if any cleanup/catch up is needed and create a custom pricing proposal for you.

If you’d like to continue to work together, we’ll send over an engagement letter for you to sign electronically, along with billing info and a list of the details we need to get started on your file.

We’ll make the process easy and seamless, so you can focus on running your business every month while we take care of your books.

(We are currently specializing only in clients using QuickBooks Online or Xero, not QuickBooks Desktop.)

Let’s Talk!

Schedule a free phone or video consultation to tell us about your business and how we can help.