Service Areas
Our office is on West Palmetto Park Road, so Boca Raton firms have the shortest line to us of anyone we serve. Bookkeeping, trust compliance and CFO support for practices from solo to multi-partner.
This Is Where We Work
Transactions coded, bank and credit cards reconciled, and bank-ready statements every month on a legal-specific chart of accounts.
Three-way reconciliation of your IOLTA and client trust accounts, documented the way your state bar expects to see it.
Books that stay current all year, so your CPA gets clean financials in January instead of a shoebox.
Senior financial leadership at a part-time price: projections, pricing, hiring and growth decisions grounded in your numbers.
Months or years behind? We reconstruct and reconcile the missing periods, correct misclassifications and rebuild client trust ledgers, so you start current.
Palm Beach County
Boca Raton runs on estate planning, real estate and family work, much of it flat-fee alongside hourly matters. That mix makes per-matter economics easy to lose track of and trust balances easy to misstate.
Flat-fee plans beside hourly probate work that touches estate funds.
Closing-driven volume with escrow moving constantly.
Retainers held in trust, replenished often, collected with difficulty.
High rates that only become profit once realization is under control.
A free, no-obligation conversation about where your Boca Raton practice stands today — your billing, your trust accounts, and what is not working.
Schedule a Consultation