Areas of Practice
Law Firm Bookkeeping
Monthly bookkeeping & reconciliation
Financial statement preparation
Income verification & reporting
Cleanup of prior-year books
QBO correction & restructuring
Trust Accounting & IOLTA Compliance
Client trust account reconciliation
3-way trust reconciliations
Trust ledger cleanup
Identifying commingling issues
Deposit misallocation correction
Operating vs. trust account review
MyCase trust deposit verification
Forensic Accounting & Financial Review
Deposit tracingDiscrepancy identificationHistorical income reconstruction (2021–2025)Internal control weakness reportingAudit preparationLitigation financial support
Financial Reporting & Executive Summaries
Executive financial reports for firm leadership
Financial health analysis
Income trend reporting
Process & control evaluation
Law Firm Financial Systems Optimization
Accounting workflow correction
Trust-to-operating deposit review
Systems restructuring
Process documentation
Small Business Bookkeeping Services
Monthly bookkeeping & reconciliations
Accounts payable & receivable tracking
Financial statement preparation
Cash flow monitoring
Internal Controls & Process Improvement
Identifying accounting weaknesses
Improving financial workflows
Documentation of procedures
Reducing risk & financial errors