Yes—we’re a boutique legal accounting firm that partners exclusively with law firms. While we support firms of all sizes, our specialty is working with 2–5 attorney practices that value sustainable growth, strategic insight, and operational peace. If you’re running a law firm and seeking clarity and partnership—not just compliance—we’d love to support you.

Every engagement is tailored to your firm’s needs, but all of our services are rooted in three core commitments: clean books, clear insights, and compliant systems.

You can expect reconciliations, IOLTA trust accounting, financial statements, and ongoing guidance that connects the dots between your numbers and your next move.

Depending on your firm’s size and systems, support may also include partner compensation tracking, dashboard metrics, payroll, or billing support—we work with you to design a package that fits.

This isn’t just bookkeeping—it’s a strategic financial partnership with your peace and profitability in mind.

The Fit Call is our way of learning about you, your firm, and where things feel murky or misaligned. It’s a quick, zero-pressure conversation to see if we’re a mutual fit—and to make sure you feel supported from the very beginning.

Yes. Most firms come to us needing a bit of cleanup (or a full-on transformation). We start every engagement with a paid Financial Clarity Review to assess your books and outline the scope. That way, we can begin with aligned expectations and clean foundations.

Absolutely. Trust accounting is a cornerstone of our work, and we understand the compliance standards required by your state bar and the ABA. We reconcile trust ledgers monthly, track client balances, and support 3-way trust compliance—without the overwhelm.

Our services start at $750/month for foundational support, with most firms investing between $1,250–$2,500 per month based on firm size, attorney count, and the level of strategy or complexity involved.

We offer both base-level and elevated support, and we’ll walk you through transparent, tailored options during your Clarity Review.

We’re fluent in legal and financial tools that matter to small firms. We specialize in tools that integrate seamlessly with small law firm operations. Our core platforms are Xero and QuickBooks Online for accounting, Clio and LeanLaw for practice management, and Gusto or OnPay for payroll.

These are the systems we know, trust, and recommend—but if your firm is aligned with our approach and using something different, we’re happy to explore compatibility during the Clarity Review.