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The right level of support is critical to your success.

Basic Bookkeeping

  • Monthly coding & payroll reconciliations

  • Monthly cash account reviews

  • Provide monthly financial statements

  • Annual W-9 contractor audits

  • Support annual tax filing process

Starts at $1,000 monthly

Data Analytics & Reporting

  • Productivity analysis and reporting

  • Operational + Financial Dashboard reporting.

  • Key Performance Indicator Analysis

Starts at $850 monthly

Legal Admin Finance Training

  • Accounting system assessments

  • Process reviews and enhancements

  • Automation of analysis and reporting

  • Compliance blueprint training

  • Financial Control reviews

Starts at $1,500 monthly

CFO Services

  • Financial KPI (key performance indicators) reporting

  • Cashflow analysis and planning

  • Financial forecasting and analysis

  • Monthly financial strategy sessions

Starts at $2,500 monthly

Trust Accounting System Analysis

  • Design and update Trust Accounting policies and practices 

  • Clean up and reconciliation of Trust accounts

  • Creation of routine Trust Accounting reports

Flat Fee Pricing Assessment

  • Design of a custom price setting model

  • Analysis of your financial pricing strategy

  • Detailed gross margin analysis by practice area/case type

  • Analysis of relevant retainer and other payment terms.

Starts at $2,000 one-time

Employee ROI Analysis

  • Design a custom financial tool that is used for:

    • Planning staffing and hiring

    • Analyzing financial performance by staff member

    • Establishing employee bonus and incentive pay programs

Custom Designed Financial Modeling

  • Financial analysis of all key revenue and cost drivers

  • Custom-designed multi-driver financial modeling tool with auto-update features

  • Integration of Key Performance Indicator reporting with auto-updates

Automated Custom Financial Dashboards

  • Design and build custom financial dashboard tools

  • Connect underlying financial systems to customized financial dashboard tools

  • Create a custom maintenance plan to support dashboard revisions and requests.

Starts at $5,500 one-time

Financial Data

Analytics Projects

  • Analyze and define average client value analytics

  • Create staff productivity analysis and reporting tools

  • Accounts receivable and cashflow analysis 

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