Overview
For agencies and firms, time is money. We handle the rigorous back-office accounting so you can focus on billable hours and client service.
Core Capabilities
Cash vs. Accrual Reporting
We manage your books on both bases, giving you tax efficiency (Cash) and management insight (Accrual).
Trust & Retainer Reconciliation
We ensure strict compliance with trust accounting rules for lawyers and other professionals.
Payroll & Benefits Recording
We accurately record payroll and benefit costs, often the largest expense for service firms.
Monthly Financial Close
We close your books promptly each month so you have up-to-date data for decision making.
Strategic Value
Partner K-1 Preparation
We handle the complex allocation of income and expenses to partners for accurate K-1 reporting.
Quarterly Tax Estimates
We project partner tax liabilities throughout the year to prevent surprises at tax time.
Cash Flow Oversight
We monitor your firm’s cash inflows and outflows, providing the clarity you need to manage overhead and plan for consistent growth.
Expense Management
We analyze overhead and administrative costs to help you maintain healthy profit margins.
Common Questions
Frequently Asked Questions
Cash vs Accrual?
We help you understand the difference and choose the right method for your tax strategy and operational needs.
Do you handle partner compensation?
Yes. We manage guaranteed payments, distributions, and K-1 preparation for all partners.
Ready to focus on your clients?
Let's discuss how we can handle the accounting so you can grow your firm.
Schedule a Consultation