If your business was a vehicle, these 5 KPIs are a must in your dashboard

We empower small law firms with precise bookkeeping services and valuable business insights.

Trust Accounting Basics

Small Law Firm CFO and Bookkeeping

Services

We facilitate your growth so you can expand with confidence.

What we do

  • Small law firm owners need someone that can help them set up a financial plan in place in order to reach their goals. They need someone that can help them understand if their strategies make financial sense. Fractional CFO services help plan smarter for the future, help you look forward and understand how your decisions can impact personal and business goals.

  • Our bookkeeping service offers a comprehensive chart of account which will help breaking down your revenues, allocate detailed employee costs, rainmaking (marketing) expenses as well as all other operating expenses. This includes all transactions allocated properly in your books and a profit and loss (P&L) statement and balance sheet reports at the end of the month.

  • Haven't had the time to keep up with your books? We can take on those messy books and clean-up them up for you. We understand the importance of having books that are accurate and up to date. Business owners need to use their time efficiently running their business, not figuring out how to allocate debits and credits.

    Whether you've swept your books under a rug, or your previous bookkeeper wasn't up par, we are here to help you bring your books up to speed.

  • You got your books covered? Let's get those numbers a true meaning with a comprehensive financial report. Our financial reporting package includes reports such as expense trends, a simplified P&L, and KPIs such as percentages of revenues for labor, operating income, rainmaking, and is customized specifically for law firms. This package helps you better understand your firm's finances.

  • If you're looking for someone that offers payroll and benefits, or are not happy with your current provider, we can help you alleviate the headache payroll can cause. Schedule a call and we can talk about the payroll services for your business.

Our values

  • Quality

  • Expertise

  • Integrity

Meet Carlos

I can help you get more time to focus on the most important things in your life, such as running your business and spending more time with your loved ones by offering you clarity around your financials, accurate bookkeeping, and monthly reports that will help you understand how your business is doing.

Let’s chat