High-touch financial and trust accounting solutions designed exclusively for solo practitioners and boutique law firms to guarantee total state bar compliance.
Before undertaking historical cleanups or ongoing monthly retainers, we conduct a rigorous 3-way reconciliation audit across your bank records, general ledger, and legal practice software (Clio, LeanLaw, MyCase) to identify variances, unallocated trust balances, and compliance gaps. Includes a formal Compliance Health & Risk Report.
Complete, audit-ready financial oversight built to protect your law license and free up operational time following your initial diagnostic audit.
Essential monthly compliance and core bookkeeping designed for solo practices seeking total peace of mind.
Comprehensive oversight for multi-attorney practices with higher monthly transaction volumes.
Strategic financial guidance for partner-level leadership seeking custom cash flow management and growth strategy.
Behind on reconciliations or facing an upcoming state bar audit? We perform historical ledger reconstructions, resolve unreconciled balances, and bring your trust accounts into 100% compliance.
We integrate directly with leading legal management platforms to ensure your data stays synchronized without manual data entry.
Tell us about your practice to help us evaluate your current trust accounting workflow and match you with the right retainer package.