Free 48-hour financial diagnostic

Expert law firm accounting services

  • Get a firm grasp of your matter-level financial statements
  • Safeguard client trust funds with IOLTA compliance
  • Get the strategic insights needed to boost revenue and margins

No obligation. Findings + free cleanup quote within 48 hours.

Matter financialsReconciled
$248,910
Revenue this quarter · +12.4%
Trust accuracy99.9%
Active matters42
Days to close3
Payment received$1,392.00 from Sally C.
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Get your free 48-hour financial diagnostic

A law firm finance specialist reviews your IOLTA setup and books, then sends findings plus a free cleanup quote, fast.

  • We flag trust-compliance risks before your state bar does
  • Findings and a free cleanup quote within 48 hours
  • No obligation, backed by a 30-day money-back guarantee
SOC-compliant security
Bar-compliant, all 50 states
0 bar issues to date

Claim your free diagnostic

Takes 30 seconds. A specialist replies within 1 business day.

01

Ensure your books are clean

We align your financial processes and reports with best practices, ensuring accuracy tailored to how your firm operates.

02

Gain powerful insights

Use your monthly reports to understand the true story of your firm's financial health, by partner, matter and practice area.

03

Grow with confidence

Get the guidance needed to increase revenue, manage costs, lift profit and stay compliant as you scale.

Go beyond general accounting. Work with a law firm specialist, not a generalist.

Generalist accountants may struggle with the nuances of legal finance. With our specialized service, your firm gets the expertise it deserves, with trust accounting handled first, not as an afterthought.

  • Timely, audit-ready monthly financials
  • Profit and profitability by partner, matter and practice area
  • IOLTA trust compliance with three-way reconciliation
  • CFO-level perspective in your reporting
  • Bar compliance monitored across all 50 states
MC
Maya Chen, CPAYour dedicated lead
October closeReconciled

Your time is your livelihood

Every billable minute matters, and none should slip through the cracks. Partner with specialists who make sure you do not miss a cent.

We sync with your legal practice management and accounting software, or set it up for you

ClioMyCasePracticePantherFilevineCARETQuickBooksXero
Profit-optimized, matter-level bookkeeping

Break free from late, unintelligible financials

Each month you receive an income statement, balance sheet and management reports that tell the real story of your firm's financial health, with profitability mapped to partner, matter and practice area, so you can make strong, strategic decisions.

Get my free diagnostic
Revenue summary+ 2.19%
$4,987
Fractional CFO: your financial co-pilot

CFO-level guidance, without the full-time cost

Partner with a trusted advisor for profitability, planning and performance. Our CFO-level service delivers actionable insights that help you optimize returns, foresee change, and drive growth, available on the Enterprise plan.

Get my free diagnostic
Business summaryOn track
$46,430
IOLTA trust accounting

Protect your reputation and your bar standing

We record every transaction, deliver the monthly three-way reconciliation reports your state bar requires, and tie the data back to your practice management system. Client funds are handled without risk, with full audit trails.

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IOLTA account
Deposit$5,500.00
Retainer applied$1,250.00
Total reconciled$46,430.00
Software expertise

Case management and accounting software, mastered

We connect your legal practice management software directly into your accounting logic, streamline workflows, and free your focus for clients and casework. Empower growth through smarter operations.

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Connected systemsSynced
Practice management
General ledger
Trust ledger
Your ally in business growth

Behind every successful practice is a financial partner who understands the legal world

As specialists in law firm finance, we offer more than number-crunching, we provide insight. Whether you need help understanding profitability or guidance on a key decision, our support is built around your goals, from everyday compliance to long-term planning.

25+law firms served
99.9%trust accuracy
0bar issues to date
6+ yrsin legal finance
Big-picture financial thinking, built for lawyers

Ready to scale your firm?

Free 48-hour diagnostic and a free cleanup quote. No obligation.