Clean Up Accounting Services

Are you months behind on your accounting? Are you uncertain about your law firm’s IOLTA trust accounting processes? Are you skeptical about showing the bank your financials to acquire any loans? Are you trying to bring on new equity partners and aren’t comfortable with your accounts and need to clean up?

Our clients can rely on us to identify any issues that are causing incorrect financial reporting. We will fix any IOLTA trust accounting issues by ensuring legal billing is compliant and follows state bar standards. Law firms must be careful and account for every dollar that transfers from client trust accounts to their operating account. We will produce reliable trust reports on time so you can feel comfortable showing lenders and banks your financials.

Our Clean Up Accounting Services include the following services:

Catch Up Assessment: we will provide an assessment on how many months are behind and how complex the catch up will be.
Catch Up Services: based on assessment.
Historical Clean Up Assessment: we will provide an assessment on how many months need to be fixed and how complex the cleanup will be.
Clean Up Services: based on assessment.

Other Services

Essential Bookkeeping Services

Are you unsure your transactions aren’t correctly being categorized?

Premium Account Management Services

Are you having problems billing on time? Do you need to get paid faster? Need help with bill pay?

Fractional CFO Services

Has budgeting and forecasting become too demanding? Uncertain about your firm’s financial future?