Industries

Law Firms

Accounting and tax services built around the way law firms actually operate.

A Good Fit For

Who We Work With

We work best with law firms and attorneys who want a reliable, communicative accounting partner — not just someone who shows up once a year.

  • Solo attorneys and small to mid-sized law firms
  • Firms practicing personal injury, family law, estate planning, criminal defense, and general practice
  • Attorneys who manage trust accounts or IOLTA accounts
  • Attorneys transitioning from a larger firm to their own practice
  • Firms that feel behind on bookkeeping or have outgrown their current accountant
  • Practices looking for year-round financial support — not just a tax preparer

Not a Good Fit If

We May Not Be the Right Match If…

We'd rather be honest about this upfront. If the following describes your situation, we may not be the best fit — and we'll always try to point you in a better direction.

  • Large firms with a dedicated in-house accounting or finance department
  • Firms looking for legal billing software support, case management tools, or IT services
  • Clients looking for a purely transactional, once-a-year relationship with no ongoing communication
  • Practices that need large-scale audit services or specialized forensic accounting

We Understand Your World

We Know the Nuances of Running a Law Firm

Running a law firm is different from running most businesses. You're managing trust accounts, dealing with inconsistent cash flow, handling partner draws, navigating the compliance requirements that come with legal accounting, and trying to actually serve your clients — all at the same time. The financial side of a law practice has nuances that most generalist CPAs don't fully understand.

We do. We understand the sensitivity around client funds, the complexity of IOLTA compliance, the challenges of planning for taxes when fee timing is unpredictable, and the real administrative burden attorneys carry when they're also running a business. We don't just show up at tax time. We're here year-round.

Common Challenges We Help Solve

What Gets in the Way

Keeping trust accounts reconciled, compliant, and clearly separated from operating funds
Managing cash flow when contingency fees or billing cycles make income unpredictable
Understanding profitability by case type, practice area, or individual attorney
Preparing for taxes without clean, up-to-date books going into the filing season
Finding the time to manage the financial side of the firm while also serving clients
Understanding partner compensation structures, draws, and year-end allocations

How We Help

Our Services for Law Firms

Monthly bookkeeping and financial reporting
Trust account tracking and reconciliation
Payroll and partner draw processing
Tax preparation for the firm and its owners
Year-round tax planning and quarterly estimates
Cash flow monitoring and financial reporting
Business advisory and general financial guidance

Why It Matters

The Value of the Right Partner

You didn't go to law school to manage QuickBooks or stress about quarterly estimated taxes. When your financial house is in order — your books are clean, your trust accounts are reconciled, your taxes are planned proactively — you can focus on your clients, grow your practice, and make decisions with confidence.

We take the accounting and tax work off your plate so you can do what you do best.

Ready to Work with a CPA Who Gets It?

Schedule a consultation and let's talk about your firm's needs.

Schedule a Consultation