Service Areas

Bookkeeping & CFO Services for Miami Law Firms

Miami practices work across borders and currencies. We give them books that hold up and trust accounts that satisfy the Bar.

This Is Where We Work

What we handle for Miami 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

Miami practice areas we serve

International clients, wire transfers and payment plans make for complicated ledgers. Volume practices in particular live or die on per-case profitability.

Immigration Law

High volume, flat fees and payment-plan receivables.

International Business

Cross-border retainers and multi-entity reporting.

Commercial Litigation

Matter-level profitability across long engagements.

Real Estate Law

Escrow reconciliation on a closing-driven calendar.

See all service areas →

The next step: talk to Ivy

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

Schedule a Consultation