Law Firm Back Office
By using cloud-based accounting solutions and third-party case management applications, we provide a low-cost finance function that permits our clients to focus on being lawyers and to stop worrying about the back office.
Services include:
- Setup, manage and monitor accounting records through QuickBooks Online
- Download and classify transactional data from financial institutions ensuring expenses are properly classified for income tax reporting
- Perform monthly reconciliation of firm’s bank, credit card and trust accounts
- Provide monthly reporting of financial and performance metrics
- Integrate with the firm’s case management system ensuring pass-through expenses are properly documented and billable to clients
- Assist with billing to include third party billing systems such as Tymetrix, Collaboriti, Legal Tracker
- Provide payroll services through QuickBooks Full-Service Payroll
- Conduct gap analysis on process flow and accounting practices to streamline efficiencies
- Monitoring accounts daily to detect errors and other irregularities
CLIENTS
We focus our services on boutique law firms working to grow their practice and client bases. We are not just bookkeepers, but partners and confidants working with our clients to grow and achieve unprecedented success in each of their respective markets.
