Top Services
Bookkeeping, Client Migration, Compensation Reports, Data Migration - Desktop to Online, LeanLaw Training, Payroll, QuickBooks Setup, QuickBooks Training, Trust Accounting
Firms I Work With
- Estate Planning
- Family Law
- Transactional
Work Preference
- Small Firm (5-10 partners)
Our Approach
There is no room for error in legal accounting, especially with your trust accounts – ensuring your compliance is my job. I check in with my clients’ books at least twice weekly, and reconcile operating, trust, receivable, and partner distribution accounts every month. You are able to know your financial position with zero lag time, which enables you to plan for taxes and growth.
Preferred Apps
Google Workspace (Formerly G Suite), Office 365, Slack
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