Our Packages
Simplified & Streamlined for Every Stage
Whether you’re a solo attorney starting out or a growing firm ready for strategic support, we meet you where you are with done-for-you solutions that keep your financials clean, compliant, and clear.
Why Our Packages Stand Out
Clio Manage and Accounting Integration:
Seamless data synchronization with QuickBooks Online or Clio Accounting, making your firm’s financial management effortless.
Scalable Solutions:
Flexible bookkeeping packages designed to grow with your firm, providing the right level of support as your needs evolve.
Compliance Focused:
Expert bookkeeping tailored to meet the unique financial and regulatory requirements of law firms.
Transparent Pricing: No hidden fees, clear monthly package pricing to fit your needs
Each package is a starting point. We understand that every law firm is unique.
Our team works closely with you to:
1. Assess your specific financial needs
2. Provide a tailored solution
3. Offer flexible pricing based on your firm's size and complexity
Foundations Support
For the solo attorney ready to grow without doing it all.
You’re building a strong foundation and want your time back. This package gets the books handled accurately and on time, so you stay compliant and focused on client work
Included Services:
Detailed Transaction Coding to ensure Expenses and Income are reported correctly
Comprehensive Reconciliations for all Bank, Credit Cards and Loans
Trust Liability Reconciliations
Detailed Financial Reports in plain English, so you know where your firm stands financially
Unlimited Support via our Client Portal, we are here for you every step of the way
Starting at $500 per month
Strategic Financials
For the small firm growing its impact and looking ahead.
You're past the basics now it's time to ensure compliance, support smart decisions, and create clarity around what’s next. This package includes an annual strategic planning session to align your numbers with your goals.
Included Services:
Everything in Foundations Support, plus:
Annual Strategic Planning Session
Monthly Enhanced KPI reporting
starting at $1,000 per month
Comprehensive Financial Partner
For the law firm leader ready for a financial partner who grows with them.
You’re leading a growing team and you’re ready to step fully into your role as CEO. This package gives you consistent access to advisory-level strategy, detailed oversight, and recurring support all built around intentional growth.
Included Services:
Everything in Strategic Financials, plus:
Quarterly Financial Strategy calls to ensure your finances are supporting your firm goals
Cash flow forecasting & financial insights
Starting at $2,000 per month
Add On Services
Accounts Receivable Management
We’ll handle your invoicing, track payments, and apply trust funds when appropriate — keeping your A/R process clean, consistent, and transparent.
Accounts Payable Management
Bills get paid on time, hard costs are tracked, and client reimbursements are managed properly. No missed expenses, no stress.
Historic Bookkeeping + IOLTA Clean Up
Behind on your books or trust account reconciliation? We'll get everything current, accurate, and compliant again.
Clio Manage Set Up
We’ll configure Clio Manage to support simplified & streamlined A/R, trust tracking, and financial workflows aligned with your practice.
Clio Accounting Set Up
Proper accounting setup tailored for Clio users — including integration, workflows, and categories aligned with trust accounting needs.
QuickBooks Online Set Up + Integration with Clio Manage
We’ll set up QuickBooks Online and integrate it smoothly with your Clio Manage account for accurate, real-time data flow between your legal and financial tools.
A/R and A/P Process Development
We help you establish standard, scalable processes for handling accounts receivable and accounts payable — giving you structure and consistency as you grow.
Not Sure Where You Fit?
We’ll help you determine the right package based on what your firm needs now and what it’s working toward. Our process is always transparent, streamlined, and built around your success.
Important Note on Software Costs
Software Fees Not Included
Clio Manage & Accounting subscription fees are separate from our service packages
QuickBooks Online monthly fees are not part of our pricing
Clients are responsible for maintaining their own software subscriptions
