OUR SERVICES
We offer a wide range of services
Trust Account Management and 3-Way Reconciliation
Meticulous management of trust accounts, ensuring all transactions are accurately recorded and reconciled. This includes monthly 3-way reconciliation of trust accounts to ensure compliance with legal standards and avoid any discrepancies.
Legal-Specific Bookkeeping
Providing tailored bookkeeping and accounting services designed specifically for law firms, addressing unique financial needs and regulatory requirements. This includes handling client funds, trust accounts, and operational expenses with precision.
Accounts Setup in QuickBooks, Xero, LEAP
Efficiently setting up accounts in industry-standard software like QuickBooks Online, Xero, and LEAP. This ensures a seamless transition to these platforms and accurate initial data entry for ongoing bookkeeping.
Accurate Billing and Client Expense Tracking
Maintaining precise and up-to-date records of client billing and expenses. This includes generating accurate invoices, tracking billable hours, and ensuring all client-related expenses are properly recorded and reimbursed.
Comprehensive Financial Compliance Checks
Conducting regular and thorough financial audits to ensure full compliance with legal and regulatory standards. This proactive approach helps identify and rectify any potential compliance issues before they escalate.
Accounts Backlog Management
Clearing and organizing past financial records, addressing any backlogs, and bringing accounts up to date. This includes identifying and correcting discrepancies, ensuring all financial records are accurate and complete.
