Professional Services Firms

Does your company suffer from these pain points?

Monthly financial reports from internal bookkeeper raise more questions than answers?
Always a crisis around taxes, payroll, and bookkeeping?
Surprise tax bills because books are inaccurate and there is no advanced planning?
Is my trust (IOLTA) account being reconciled properly?

We offer an array of solutions

Quarterly, we review your staff’s work
as your outsourced CFO
Timely and accurate budgeting
Forecasting and cash management
Finances with outsourced payroll
and a cloud bill payment
P&L reporting for each lawyer
so you know who is
producing for the firm
Review and design internal controls
(checks and balances) to reduce fraud risk