Service Areas
Home of the Palm Beach County courthouse. We keep West Palm Beach firms compliant with the Bar and clear on where their profit comes from.
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
Probate and guardianship practices handle funds that belong to someone else, often for years. That is trust accounting at its most consequential.
Estate and ward funds held and reported with care.
Realization tracked between hours worked, billed and collected.
Trust retainers and the collections that follow them.
Flat-fee recognition under Florida Bar rules.
A free, no-obligation conversation about where your West Palm Beach practice stands today — your billing, your trust accounts, and what is not working.
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