Who This Is For
This service is designed for law firms at any stage that need clearer financial structure, stronger operations, and reliable reporting especially when complexity increases.
Firms experiencing operational or financial strain
Firms managing trust accounts, partner structures, or complex billing
Firms preparing for audits, financing, partner changes, or ownership transitions
Firms looking for clearer reporting and decision-ready financials
Transactional and corporate law firms with complex deal driven revenue and billing structures
Common Challenges We See
Many firms come to us when they start noticing
01
Inconsistent or delayed financial reporting
02
Trust account reconciliation issues
03
Limited visibility into profitability by practice area or partner
04
Manual, error-prone billing and accounting workflows
05
Difficulty answering basic financial questions with confidence
What We Do
We provide accounting and financial support tailored specifically for law firms, including:
Trust account reconciliations, including uncovering material errors and missing capital
Lease accounting issues resolved under ASC 842
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Garnishments analysis and true-ups
Utilization analysis and bill rate adjustments
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Bookkeeping and ongoing accounting support for law firms
Our role is to bring structure, clarity, and confidence to your numbers.
How It Works
Free Assessment
We review your current financial setup and workflows at a high level.
Identify Gaps & Opportunities
We highlight areas where accuracy, efficiency, or visibility can improve.
Ongoing Support or Targeted Fixes
We step in where needed — whether for ongoing support or specific cleanup work.
Why Firms Work With Us
We aim to be a long-term / short-term financial partner, not just a short term fix.
Deep Experience
Deep experience supporting professional services and law firms
Practical Execution
Clear Communication
Scalable Support
Practical, execution focused approach (not theoretical advice)
Clear communication with partners and firm leadership
Scalable support as your firm grows
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Testimonials
Trusted by law firms and professional service businesses across the U.S.
“We didn’t just need reconciliations — we needed someone who understood how trust accounting, billing, and utilization impact the business. Their team resolved long-standing trust issues, tightened controls, and gave us reporting that actually helps partners make better decisions.”
Jessica L.
managing director
“They didn’t just fix our trust account — they redesigned how we reconcile, review, and monitor it going forward. We now have cleaner books, stronger controls, and a repeatable process we trust.”
Alexender R.
owner of law firm
“We needed more than basic reconciliations. We needed a team that truly understood how trust accounting, billing, and utilization affect the business. They resolved long standing trust issues, strengthened our controls, and delivered reporting that actually helps our partners make better decisions.”
Donnie Y.
owner of firm
