Service Areas

Bookkeeping & CFO Services for Coral Gables Law Firms

Coral Gables is boutique territory: smaller firms, sophisticated clients, premium rates. We make sure those rates turn into margin.

This Is Where We Work

What we handle for Coral Gables firms

Monthly Bookkeeping

Transactions coded, bank and credit cards reconciled, and bank-ready statements every month on a legal-specific chart of accounts.

Trust Account Compliance

Three-way reconciliation of your IOLTA and client trust accounts, documented the way your state bar expects to see it.

Tax-Ready Records

Books that stay current all year, so your CPA gets clean financials in January instead of a shoebox.

Fractional CFO

Senior financial leadership at a part-time price: projections, pricing, hiring and growth decisions grounded in your numbers.

Catch-Up Bookkeeping

Months or years behind? We reconstruct and reconcile the missing periods, correct misclassifications and rebuild client trust ledgers, so you start current.

Miami-Dade County

Coral Gables practice areas we serve

Premium billing does not guarantee profit. Where the work is transactional and the clients are institutional, realization and pricing decide the year.

Corporate and Transactional

Engagement-level profitability on project fees.

Intellectual Property

Flat-fee prosecution and hourly litigation, tracked apart.

International Tax

Multi-entity records built for scrutiny.

Estate Planning

Plan pricing measured against the work it actually takes.

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The next step: talk to Ivy

A free, no-obligation conversation about where your Coral Gables practice stands today — your billing, your trust accounts, and what is not working.

Schedule a Consultation