Invoicing

We help you manage your trust accounts, client advanced costs accounts, and IOLTA/IOLA accounts.

The different kinds of required accounts for law firms can be confusing, and it can be even more difficult to manage. We help you ensure that you understand what each account is used for and that your trust accounts are reconciled properly every month. We help you implement a system to ensure your accounts are managed properly. And, we maintain accurate and detailed records in your books, which are always available if questions ever arise. It is more important than ever to ensure that your fiduciary financial accounts are well managed and well maintained.

If you do contingency fee work, it is essential that your client advanced costs asset account is well managed and accurate records are kept. We help you manage this account so that you can rest assured that your books are accurate.

Trust accounting and contingency fee accounting is part of our standard bookkeeping fee.

We partner with ADP to ensure that payroll for your employees is done right. We help with partner distributions and commissions. We help you offer health insurance, 401K contributions and matches, and IRA contributions. We take care of tax filings, workers comp, and unemployment insurance. We even offer HR services.

We do everything concerning payroll for you. All you have to do is ensure that your employees are reporting their hours correctly, and approve them. We take care of the rest. We also offer HR through ADP to help you ensure you are in compliance with local laws and regulations.

Direct deposit payroll is part of our standard fee. Physical checks & HR services are also available.

We’ll take care of issuing bill payments, but you are in control. We use a platform that allows us to enter your bill data. Once the data is entered, you can see all of your bills in one easy dashboard. You can then approve them or send them back for further editing. Once bills are approved, the payments distribute to your vendors automatically. There is no need for you to write checks.

This is truly bill pay made easy. You don’t have to deal with bills, but you can still have a good handle on how much you’re paying out each month. Because all of the information is in one place, you get a better handle on what your firm is spending every month.

You can also authorize other people in your firm to approve bills up to a certain limit. For example, maybe you’re comfortable with your office manager approving bills of up to $500, but you want to approve anything above that. Our platform takes care of that for you.

Bill pay of up to 30 bills per month is included as part of our standard fee. Any number of bills per month is also available.

Our tax services include tax planning at quarterly strategy meetings and we prepare your firm’s taxes and help you file them. We also include personal tax filing for up to four partners.

Our tax services are performed by Matt, a certified CPA. He has been providing tax services since 2007, and he is well versed in current tax law. Our tax services are not just about entering numbers and filing once per year. We focus on creating the best possible tax scenario for your firm and making that scenario a reality when you file.

Personal returns for up to four partners is included as part of our standard feed. Personal returns for more partners is also available.

Bookkeeping is at the core of our business. You need to know how your firm is doing and how it can do better. We take care of categorizing your revenue and expenses, and we help you understand where your money is going each month. Planning for the future and helping your firm stay on solid financial footings are our goals.

You will receive industry-specific financial reports each month along with quarterly meetings on what those reports mean. We take care of reconciliation, revenue, and expenses. We also take care of your trust accounts. We keep a detailed ledger and reconcile your account each month. You can rest assured that your account is accurate and up to date.

The accounting software, monthly reports, and quarterly meetings are included as part of our standard fee.

You will receive monthly reports detailing your accounts receivable. This is one area that firms tend to fall behind on, and it is one of the most important aspects of running a successful firm.

Because we take care of your invoicing, accounts receivable just became a whole lot easier for you. Instead of worrying about who has paid and who hasn’t, you’ll receive one easy to read report each month detailing who owes you money. We help you utilize debt collection agencies that deal with those who have not paid so that your firm has solid cash flow.

Accounts Receivable management is included as part of our standard fee.

Understanding where your firm stands is important. It’s even more important to understand where it can go. We schedule quarterly financial reviews with each of our clients to discuss how your firm is doing and how it can do better. It is data driven, and it has helped many of our clients create a more profitable business.

Because we handle all aspects of your firm’s finances, we have a unique understanding on how your firm is doing. You no longer have to go to three or four different sources to figure out what’s going in your financial world. Quarterly reviews are scheduled so that you can understand what is happening in your firm and so we can strategize how to make it better in the future.

Quarterly financial reviews are included as part of our standard fee.