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Our Advisory Services

✅ Month-End & Year-End Close Support

  • Preparation of financial statements and trust reconciliations
  • Journal entries, accruals, and adjustments for accurate reporting
  • Cash flow tracking and expense management
  • Compliance with ABA, state bar, and tax regulations

✅ Payroll & HR Support

  • Payroll processing & tax filings (quarterly and annual)
  • Employee onboarding and benefits coordination
  • 1099 preparation for contract attorneys and staff
  • HR policies and compliance support for legal teams

✅ Legal Accounting Compliance & Trust Accounting

  • Ensuring compliance with ABA, state bar, and IOLTA trust accounting rules
  • Proper handling of client funds to avoid ethical violations
  • Detailed trust accounting reports to meet audit and regulatory requirements

✅ Entity Formation & Business Structuring

  • Law firm entity formation (LLC, LLP, PC, etc.)
  • EIN registration and compliance with state and federal requirements
  • Assistance with legal industry-specific tax structures and planning

✅ Insurance Acquisition & Risk Management

  • Assistance with acquiring professional liability (malpractice) insurance
  • Guidance on business insurance, workers’ compensation, and employee benefits
  • Risk management strategies to protect your firm’s financial stability

✅ Accounting System Setup & Optimization

  • Implementation and support for QuickBooks, Clio, LEAP, and other legal accounting software
  • Automation of billing, invoicing, and expense tracking
  • Custom reporting to improve financial decision-making

✅ Law Firm Growth & Financial Strategy

  • Budgeting and forecasting to support firm expansion
  • Partnership distributions and tax-efficient compensation planning
  • Expense management and profitability analysis

Why Choose Us?

We understand the unique financial, compliance, and operational challenges that law firms face. Our goal is to streamline your firm’s bookkeeping, payroll, and compliance while providing expert financial guidance—so you can focus on winning cases and growing your practice.

📞 Contact us today to learn how we can support your law firm’s financial success!

Why Choose Us?

We understand the unique financial, compliance, and operational challenges that law firms face. Our goal is to streamline your firm’s bookkeeping, payroll, and compliance while providing expert financial guidance—so you can focus on winning cases and growing your practice.

📞 Contact us today to learn how we can support your law firm’s financial success!

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