What We Can Do For You
Everything in the Base Package, plus expanded operational support for growing and multi-attorney practices:
Multi-Attorney Revenue & Timekeeper Tracking: Detailed monthly tracking and allocation of attorney time, originations, and individual revenue performance.
LeanLaw Billing & Trust Workflow Management: Review and optimization of trust draft approvals, trust transfers, and seamless invoice synchronization through LeanLaw.
Audit-Ready State Bar Compliance Reporting: Enhanced monthly compliance packages, including verified sub-ledgers and documentation formatted for State Bar audit readiness.
Monthly Strategic Review Call: A dedicated 30-minute monthly financial review session to discuss P&L performance, cash flow, and trust account health.
Note: Base package limits apply (1 Operating, 1 IOLTA, 1 Credit Card). Custom add-on pricing applies for additional timekeepers, extra bank accounts, or high matter volume.
This package includes:
Operating Account Reconciliations: Monthly reconciliation of one business bank/operating account and one credit card account in QuickBooks Online.
IOLTA 3-Way Reconciliations: Monthly matching of bank statements, main trust ledger, and individual client sub-ledgers.
Advanced Client Cost Tracking: Accurate logging and allocation of reimbursable client litigation expenses.
Core Financial Reporting: Delivery of monthly Balance Sheet and Profit & Loss (P&L) statements.
Note: Custom pricing applies for additional accounts, high client matter volume, or historical cleanup needed prior to onboarding.
Do you feel uncertain about the state of your trust accounts or current financial records?
I provide comprehensive diagnostic and reconstruction services to uncover discrepancies, rectify historical errors, and restore your books to full, audit-ready compliance.
This one-time package includes:
Historical Record Reconstruction: Untangling past transactions, miscategorized expenses, and unrecorded deposits to build accurate financial histories.
IOLTA Ledger Reconstruction & Matching: Auditing historical trust transactions to align bank balances, general ledgers, and individual client sub-ledgers.
QBO + LeanLaw Mapping & Integration: Complete initial setup, Chart of Accounts tailoring, and seamless workflow sync between QuickBooks Online and LeanLaw.
Note: Pricing for cleanup projects is determined after an initial diagnostic review of your accounts. Custom recurring monthly retainer packages are structured following the completion of your cleanup.
Everything in the Legal Compliance Essentials & Practice Core Packages, plus executive-level financial strategy and fractional controller oversight:
Partner Origination & Compensation Reporting: Custom tracking and detailed allocation of originations, working attorney fees, and partner profit distributions.
Cash Flow Forecasting & Budget Variance Analysis: Forward-looking cash flow projections paired with monthly Budget vs. Actual reporting to protect firm margins and plan for growth.
WIP & Collection Leakage Analysis: Meticulous analysis of Work-in-Progress (WIP), unbilled time, and uncollected invoices to identify and plug revenue leaks.
Fractional Controller Oversight: High-level strategic oversight of your firm’s financial operations, internal controls, and overall financial health.
Note: Includes up to 60 minutes of monthly executive review. Custom pricing applies for multi-entity firms or high transaction/partner volume.
Looking for a Tailored Option?
If your practice needs an individual service or a customized hybrid package, I’m happy to help. Let’s connect for a brief consultation to outline a tailored scope and flat monthly rate that fits your practice perfectly.