Services Included in Every Subscription

  • Posting and categorizing of transactions into Quickbooks Online (QBO)
  • Reconciliation of all bank, credit card, and other financial accounts
  • Reconciliation of payroll and benefit liability accounts
  • Recording of payroll information into QBO
  • Client invoice recording and categorization into QBO
  • Budget update and entry
  • Chart of accounts maintenance
  • Liaison to CPA and other business advisors

Timely, Consistent Communication

  • Weekly onboarding assistance
  • Weekly bookkeeping updates and reports
  • Month-end closings by the 5th business day of the following month
  • Monthly Firm Forecast Business Intelligence analytics to summarize business performance and identify key trends

Financial Reports for Practical Decision Making

  • Weekly financial statements formatted in Microsoft Excel
  • Monthly financial summary reports
  • Monthly Firm Forecast™ business metrics and key trends
  • Custom reporting tailored for law firms and professional service providers including…
      • Budget Variance 
      • Work in Process
      • Aged Accounts Receivables
      • Cash Flow Forecasting
      • Revenue per Associate

Get In touCh 

Contact Us


(704) 709-5535



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