Clean operating books. Three-way trust. Partner economics you can defend. 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.