1. Trust Account Check — $100 flat
Get your trust account IOLTA-compliant and audit-ready in one shot.
What you get:
- One-time three-way trust reconciliation (bank ↔ books ↔ client ledgers)
- 1-page report: “All Clear” or exactly what to fix
- Discrepancy flags before they become bar problems
- Email summary you can forward to partners
2. 30-Min Financial Fix Call — $75 flat
Get instant clarity on your firm’s financial issues — we’ll find problems in your system and fix them in one 30-minute call.
What you get:
No reports. No follow-up. Just fast fixes in one call.
- 30-minute live consultation (via Zoom or phone)
- Log into QBO and identify issues during the call
- Instant solutions provided live (no reports, nothing sent afterward)
- Issues covered: late payments, low cash, wrong categorizations, trust setup problems, etc.
3. Books Back in 48 Hours — $350 flat
Behind on your books? We’ll clear up to 3 months of backlog in 2 business days.
What you get:
(More than 3 months behind? Custom quote: ~$120 per extra month.)
- Cleanup of up to 3 months of backlog
- Categorized transactions + reconciled accounts
- Clean starting point for tax time or a new bookkeeper
- 48-hour turnaround once you send files
- 1-page cleanup summary showing what was fixed
4. Tax-Ready Books — $575 flat
(Full-year reconciliation at the right price)
What you get:
Give your CPA clean, organized books for the whole year—skip the year-end scramble.
- Full-year reconciliation (all 12 months)
- Year-end Profit & Loss + Balance Sheet
- CPA-ready folder: organized financials + reconciliation logs
- IRS form checklist (1040, 1065, 1099 deadlines)
5. New Firm Book Start — $165 flat
(No software integration—just books set up correctly)
Note: You do not set up QuickBooks/Xero/Clio for them—you only provide the legal chart of accounts and trust structure they can apply themselves.
What you get:
Launching your practice? Get your books built right from day one.
- Legal-specific chart of accounts (including trust/IOLTA categories)
- Proper trust/IOLTA account structure (bar-compliant setup)
- 15-minute walkthrough call showing how your books work
- First-month reconciliation included (audit-ready immediately)
6. Chart of Accounts Setup — $125 flat
Get a legal-specific chart of accounts built correctly — so your financial reports make sense from day one.
What you get:
Fast delivery: 24–48 hours.
No walkthrough. No software integration. Just the chart of accounts file.
- Legal-specific chart of accounts (Excel/CSV file ready to import)
- Includes all standard law firm categories: income, expenses, assets, liabilities, trust/IOLTA
- Proper account structure for clean financial reporting
- No software setup — you send the file, they import it into QBO/Xero themselves
Clients
