Strategic consulting, bookkeeping, trust accounting, and billing services designed to streamline your firm's operations and ensure compliance. Free up your time to focus on client work.
Gap analysis, systems design, implementation, and process documentation.
Monthly accounting management, reconciliations, and CPA coordination.
IOLTA compliance, ledger management, and three-way reconciliation.
Invoice generation, retainer management, and AR administration.
Role-specific training, onboarding checklists, and procedural walkthroughs for new hires and existing staff.
End-to-end setup of practice management and accounting platforms — configured, tested, and ready to use.
Every firm operates differently. We assess your current systems, identify bottlenecks, and design custom workflows that fit your practice. Implementation includes training, documentation, and ongoing support.
Accounting software management that keeps your firm's finances accurate and current. We handle bank reconciliations, expense categorization, chart of accounts management, and coordinate with your CPA.
Minnesota Rule 1.15 requires precise trust account management. We establish compliant IOLTA accounts in your practice management and accounting software, maintain accurate ledgers, and perform quarterly reconciliations to protect client funds and your firm.
Streamlined billing management that ensures clients are invoiced on time and your cash flow stays healthy. We handle invoice generation, time entry review, retainer management, and aging report tracking.
Let's talk about how we can reduce administrative burden and help your firm operate with confidence.
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