You work hard to earn your license and gain your success today. You are a professional, therefore, you understand the importance of complying with Rule 4-100. Now you need a knowledgeable partner to relieve the stress in bookkeeping so you can focus in serving your clients and take your business to the next level.
You work hard to earn your license and gain your success today. You are a professional, therefore, you understand the importance of complying with Rule 4-100. Now you need a knowledgeable partner to relieve the stress in bookkeeping so you can focus in serving your clients and take your business to the next level.
The virtues of a virtual bookkeeper for your law firm:
The virtues of a virtual bookkeeper for your law firm:
- We alleviate the stress of managing your firm’s and the IOLTA account in compliance to the IRS and the State Bar; and you will be audit ready anytime
- We make bookkeeping easy so you can focus on serving your clients
- We provide timely financial information for you to make well-informed business decisions
- You can access your financial information wherever and whenever you need to
- We provide advisory service such as budgeting and benchmarking
- We alleviate the stress of managing your firm’s and the IOLTA account in compliance to the IRS and the State Bar; and you will be audit ready anytime
- We make bookkeeping easy so you can focus on serving your clients
- We provide timely financial information for you to make well-informed business decision
- You can access your financial information wherever and whenever you need to
- We provide advisory service such as budgeting and benchmarking
Our basic service package includes
Our basic service package includes
- cloud-based accounting software subscription: Xero, QuickBooks Online or QuickBooks Self-employed that you will have access to anytime, 24/7.
- Hubdoc subscription and initial setup.
- recording and reconciling all the financial transactions: We will record and classify your receipts, invoices, bills, etc to the accounting software. Then, we will reconcile them to your bank and credit card statements and make any necessary adjustments.
- three monthly financial statements: Profit & Loss (Income) Statement, Balance Sheet Statement, and Cash Flow statement.
- email support and monthly virtual meeting to address your questions, concerns or comments in regards to your business.
- cloud-based accounting software subscription: Xero, QuickBooks Online or QuickBooks Self-employed that you will have access to anytime, 24/7.
- Hubdoc subscription and initial setup.
- recording and reconciling all the financial transactions: We will record and classify your receipts, invoices, bills, etc to the accounting software. Then, we will reconcile them to your bank and credit card statements and make any necessary adjustments.
- three monthly financial statements: Profit & Loss (Income) Statement, Balance Sheet Statement, and Cash Flow statement.
- email support and monthly virtual meeting to address your questions, concerns or comments in regards to your business.
Additional services:
Additional services:
- Other software programs subscription and/or setup, e.g. Clio.
- Accounts Payable management
- Account Receivable management
- Budgeting: develop monthly and annually budgets to help you monitor your business performance.
- Historical cleanup
- Year-to-date catch up
- Other software programs subscription and/or setup, e.g. Clio.
- Accounts Payable management
- Account Receivable management
- Budgeting: develop monthly and annually budgets to help you monitor your business performance.
- Historical cleanup
- Year-to-date catch up
Next step
Next step
Your business is unique. We can create a custom-tailored service package that meets the specific requirements of your business. If you have any questions or would like to know more, please feel free to contact us.
Your business is unique. We can create a custom-tailored service package that meets the specific requirements of your business. If you have any questions or would like to know more, please feel free to contact us.