Bookkeeping & Finance Consulting
Accurate, compliant financial management is critical to the success and integrity of your practice. Our team specializes in financial as well as legal-specific bookkeeping services designed to help law firms stay organized, maintain compliance, and gain financial clarity.
Three Month Staff Training and Consulting Package (Bookkeeping & Finance)
Training/Consulting Would Include:
Systems - Setting up and onboarding of essential software that streamlines the bookkeeping and accounts payable process.
Trust Account Management - Ensuring all funds moving in and out of the trust account(s) are recorded timely and accurately to keep your organization audit compliant.
Expense Tracking - The accurate categorization of every expense—such as court fees, record requests, payroll, utilities and other costs—with precision. This ensures you have the appropriate oversight to prevent financial loss due to overspending or potential third party fraud.
Revenue Recognition - From attorney fees to interest earned on operating funds, to any other source of revenue, you will be able track all income sources and properly recognize earned revenue.
Monthly Financial Statements - With expenses and revenue accurately recorded, having the financial literacy to generate and read financial statements is essential for giving you a clear picture of your firm’s financial health. In turn, it also provides the foresight to plan both short and long term strategies to maximize your organizations growth.