Clean operating books. Three-way trust. Partner economics you can defend. QuickBooks, QuickBooks, fixed fee. Free assessment.
You're not bad at business. The books just stopped telling the truth about your firm.
IOLTA that doesn't three-way reconcile isn't a bookkeeping nuisance — it's a bar risk with your name on it.
WIP, unbilled time, and draws never land cleanly — so every partner meeting starts with an argument about numbers.
You export chaos every spring and pay twice: once for cleanup, once for the tax bill the mess hid.
Two minutes. No document dump. Just the truth about how behind it feels.
We three-way trust, clean operating books, and separate partner economics — coordinated with your practice system.
Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.
Fixed-fee firm cleanup. Trust-aware. Built for partners who need numbers that hold up.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with industry-correct categories — not a generic chart of accounts.
A before/after summary and simple monthly rhythm so it stays clean.
If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.
“Trust reconciliation went from dread to a monthly non-event.”
“Clean books ended the partner-draw arguments.”
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.
Yes — trust ledger vs. client ledger vs. bank, monthly, documented. It’s the first thing we stabilize.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.
You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.