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Mismanagement of client funds can lead to serious legal and ethical consequences. Our team ensures your trust accounting is always audit-ready and compliant with IOLTA requirements. We also help you monitor billable hours, reimbursements, and case-related expenses with precision.
Through accurate financial reporting, we give your firm a clear picture of revenue, overhead, and profitability—empowering partners to make better decisions.
Mismanagement of client funds can lead to serious legal and ethical consequences. Our team ensures your trust accounting is always audit-ready and compliant with IOLTA requirements. We also help you monitor billable hours, reimbursements, and case-related expenses with precision.
Through accurate financial reporting, we give your firm a clear picture of revenue, overhead, and profitability—empowering partners to make better decisions.
Whether you’re running a solo practice or managing a multi-state firm, our payroll services cover everything from W-2employee processing to 1099 contractor payments and complex partner draws. We make sure compensation is aligned with your firm’s structure and reported correctly.
We also help law firms reduce tax exposure with smart planning strategies. From entity selection and retirement plans to business deductions and bonus structures—we ensure you’re not leaving money on the table.
Growing your law firm? Thinking about a merger or acquisition? Our advisors will guide you through budgeting, forecasting, and strategic planning—so you scale with confidence.
If you need senior-level financial expertise but not a full-time hire, our Fractional CFO Services offer hands-on support for financial modeling, expansion planning, or preparing for outside investment.
We also conduct business valuations for law firms exploring partnerships, acquisitions, or exit strategies, ensuring you're prepared for high-stakes decisions.
Why Law Firms Choose Us
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