Service Areas
A short drive north of our Boca Raton office. Delray Beach practices are typically solo or small, and that is exactly where clean books and a compliant trust account matter most.
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
Smaller firms rarely carry a bookkeeper, so the work lands on the attorney. We take it off your desk without you having to hire anyone.
Evergreen retainers that need monitoring, not just recording.
Escrow and closing funds reconciled every month.
Flat fees, and the earned-versus-unearned line that protects your licence.
Package pricing that should be measured for margin, not guessed at.
A free, no-obligation conversation about where your Delray Beach practice stands today — your billing, your trust accounts, and what is not working.
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