Services
Trust compliance, clean books, and the insight to act on them. Three service lines, each built specifically for how law firms bill, hold client funds, and earn revenue.
We deliver a bar-compliant three-way reconciliation for all of your trust accounts, so you can focus on client service.
Monthly transaction categorization, bank and credit card reconciliation, and bank-ready financial statements built on a legal-specific chart of accounts.
Big decisions shouldn't feel like guesswork. From daily hurdles to your next growth move, our Advisory Team gives you the clarity, numbers, and strategy to move forward with confidence — and Fractional CFO service brings senior leadership at a part-time price.
Getting Started
A no-obligation call about your firm: billing model, software, trust accounts, and where the pain is today.
We examine your books and trust accounts, flag risks and gaps, and quote a flat monthly fee based on your firm's size and volume.
If the books are behind, a scoped catch-up project brings everything current and accurate before monthly service begins.
Transactions coded, accounts reconciled, trust accounts tied out three ways, statements delivered — every month, on schedule.
That's what the first conversation is for. Tell us where your practice stands and we'll recommend what would actually help.
Schedule a Consultation