We carefully reconcile all bank and credit card accounts each month to ensure every transaction is accurately recorded and up to date. This process identifies discrepancies early, prevents errors, and keeps your financial records reliable, balanced, and audit ready.
We maintain precise trust account records to keep your firm compliant with state bar rules. Every deposit, withdrawal, and balance is tracked in a separate spreadsheet to ensure accuracy, transparency, and full compliance with Rule 1.15.
We maintain accurate, organized books throughout the year and provide quarterly financial reports so you always understand your business’s financial position and can make confident, informed decisions.
Behind on your bookkeeping? We organize and update past records, correct errors, and bring everything current. Whether you’re months or years behind, we’ll restore order and create a clean, reliable foundation moving forward.
We set up, customize, and manage your QuickBooks system to fit your business needs. From proper account structure to ongoing maintenance, we ensure your software works efficiently and accurately for everyday use.
We work closely with your CPA to provide organized records and accurate reports, making tax preparation and year-end processes smooth and efficient. Clean, organized books help reduce CPA billable hours and save you money.
If you do not have a CPA, we can connect you with a trusted CPA to support your business needs.
✔ Payroll processing through QuickBooks Online
✔ Direct deposit setup and payroll management
✔ New employee onboarding and payroll setup
✔ Payroll tax filings and payments through QuickBooks Online
✔ Payroll reporting and recordkeeping
✔ W-2 preparation ($75/Employee)
✔ 1099 Vendor preparation ($25/Vendor)
✔ Coordination with your CPA to help ensure accurate payroll records and streamline year-end reporting
✔ Employee terminations and final paychecks
✔ Payroll adjustments and corrections
✔ Sick leave and PTO tracking
Payroll (1–4 employees) $250/month
Payroll (5+ employees) $350/month
Starting at $600/month
✔ Monthly trust account reconciliation
✔ Monthly separate trust ledger bar compliant
✔ Bank & credit card reconciliations
✔ Expense categorization
✔ Quarterly Profit & Loss reports
✔ CPA coordination
Payroll
✔ (1–4 employees) $250/month
✔ (5+ employees) $350/month