Pricing

Flat monthly fees. No hourly meters.

Four packages, each building on the one before it: compliance first, then stability, clarity, and strategy. Every firm receives a custom flat quote based on size, transaction volume, and services needed.

Trust Compliance Only

Focus

Trust Account Reconciliations

Ideal for

Firms whose only priority is a clean, bar-compliant trust account.

Monthly Flat Fee Starting at

$450
  • Monthly three-way IOLTA / trust reconciliation
  • Individual client ledger maintenance
  • Bar-audit-ready compliance documentation
  • Retainers and advanced costs recorded correctly
  • Reporting shaped to your state bar's rules
Request a Quote
Foundation

Focus

Accounting/Bookkeeping

Ideal for

Practices that need books they can rely on, as well as a compliant trust account.

Monthly Flat Fee Starting At

$900
  • Everything in Trust Compliance
  • Monthly transaction categorization and coding
  • Bank and credit card reconciliations monthly
  • Payroll reconciled to your payroll system monthly
  • Loans reconciled to loan statement balances monthly
  • Legal-specific chart of accounts
  • Bank-ready monthly financial statements
  • Structured month-end close with review
Request a Quote
Growth

Focus

Accounting/Bookkeeping with Business Guidance

Ideal for

Owners who want insight and better reporting, not just accurate books.

Monthly flat fee starting at

$1,800
  • Everything in Foundation
  • KPI dashboard for the key numbers that drive your business
  • Annual budget and monthly comparisons to budget, highlighting deviations from plan
  • Quarterly meetings to review your results and suggest actions to stay on track to your goal
Request a Quote
Strategic

Focus

Strategic Guidance/ Fractional CFO

Ideal for

Established or multi-partner firms ready for dedicated CFO-level support.

Monthly flat fee starting at

$5,300
  • Everything in Growth
  • Fractional CFO engagement with a licensed CPA
  • Multi-year projections and strategic planning
  • Profitability by practice area, matter, and attorney
  • Pricing, billing-rate, and realization reviews
  • Hiring, compensation, and capacity modeling
  • Debt, banking, and line-of-credit guidance
  • Succession, merger, and practice-sale readiness
Request a Quote

Starting rates shown for illustration. Every engagement is quoted flat, up front, after a review of your firm's books and volume.

Projects & Add-Ons

Available alongside any plan

Catch-Up Bookkeeping

Months or years behind? We reconstruct and reconcile past periods, correct errors, and bring the books current. Quoted by scope.

Trust Account Clean-Up

Rebuilding client ledgers, resolving unidentified funds, and restoring a trust account to reconciled, compliant condition.

Profitability Analysis

A focused engagement analyzing profit by practice area, matter, and attorney — with a concrete plan to improve it.

1099 Support

Year-end 1099 preparation and contractor payment tracking.

Software Setup & Migration

Implementation or migration of accounting and practice management platforms, with a clean chart of accounts from day one.

Sale & Succession Readiness

Financial preparation for a practice sale, merger, or partner transition — clean historicals and diligence-ready records.

What You're Buying

A month that closes itself

Behind the flat fee is a disciplined monthly rhythm: transactions coded within days, accounts reconciled on schedule, trust balances tied out three ways, and statements in your inbox — every month, without you chasing anyone.

When the books close on time, everything downstream gets easier: tax season is a handoff instead of a scramble, bar audits are a non-event, and every decision you make rests on numbers you can trust.

Get Your Flat Quote

Get your flat monthly quote

Tell us about your firm — size, billing model, software — and we'll quote a flat rate. No meters, no surprises, no obligation.

Schedule a Consultation