Expert law firm accounting services
- Matter-level financial statements
- Safeguard client trust funds with IOLTA compliance
- Strategic insights to boost revenue and margins
No obligation. Findings + free cleanup quote within 48 hours.
Get your free 48-hour financial diagnostic
A legal finance specialist reviews your IOLTA setup and books, then sends findings and a free cleanup quote.
- We flag trust-compliance risks before your state bar does
- Findings + cleanup within 48 hrs
- No obligation, 30-day
Get your free 48-hour financial diagnostic
Start with a free trust-account compliance check. We review your IOLTA setup and books and send findings within 48 hours.
Ensure your books are clean
We align your financial processes and reports with best practices, ensuring accuracy tailored to how your firm operates.
Gain powerful insights
Use your monthly reports to understand the true story of your firm's financial health, by partner, matter and practice area.
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
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
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.
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.
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.
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.
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.
Ready to scale your firm?
Free 48-hour diagnostic and a free cleanup quote. No obligation.