Pricing
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.
Focus
Trust Account Reconciliations
Ideal for
Firms whose only priority is a clean, bar-compliant trust account.
Monthly Flat Fee Starting at
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
Focus
Accounting/Bookkeeping with Business Guidance
Ideal for
Owners who want insight and better reporting, not just accurate books.
Monthly flat fee starting at
Focus
Strategic Guidance/ Fractional CFO
Ideal for
Established or multi-partner firms ready for dedicated CFO-level support.
Monthly flat fee starting at
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
Months or years behind? We reconstruct and reconcile past periods, correct errors, and bring the books current. Quoted by scope.
Rebuilding client ledgers, resolving unidentified funds, and restoring a trust account to reconciled, compliant condition.
A focused engagement analyzing profit by practice area, matter, and attorney — with a concrete plan to improve it.
Year-end 1099 preparation and contractor payment tracking.
Implementation or migration of accounting and practice management platforms, with a clean chart of accounts from day one.
Financial preparation for a practice sale, merger, or partner transition — clean historicals and diligence-ready records.
What You're Buying
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 QuoteTell us about your firm — size, billing model, software — and we'll quote a flat rate. No meters, no surprises, no obligation.
Schedule a Consultation