Services
Leave the bookkeeping to us, and focus on what you do best—delivering exceptional legal services.
We handle trust account transfers, prepare necessary reports, reconcile monthly statements, and manage bank and documentation, keeping your trust accounts accurate and compliant.
We maintain invoice readiness by reconciling reimbursable costs, trust deposits, and client payments daily. Trust transfers are processed immediately upon payment clearance, ensuring your matters are always billing-ready.
Our efficient methods provide real-time financial updates for bank and credit card accounts. Monthly reconciliations become a seamless result of daily processes, saving time and reducing complexity.
Optimize cash flow to maintain liquidity for day-to-day operations. We identify cost-saving opportunities, streamline processes, and assess financial risks, ensuring your firm stays efficient and secure.
Gain a comprehensive understanding of your firm’s financial performance with accurate profit and loss statements, balance sheets, and cash flow reports. Our insights help guide data-driven decisions and ensure transparency and compliance.
Prepare for the future with precise budgeting and forecasting. We provide tailored financial strategies to optimize resources, track performance, and adapt to market changes, supporting your firm’s growth and resilience.
Our optimization services address slowness and enhance PCLaw performance while resolving program errors and fixing data corruption. We also integrate PCLaw with tools like Outlook and Word, streamlining your workflows and improving efficiency.
We create electronic billing templates compatible with systems along with customized billing and document templates tailored to your firm’s needs. Our backup services ensure your data is safe, with restoration solutions ready when needed.