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★ = Your strategic edge starts today. Built for law firms that lead, not follow. Everything your last bookkeeper missed—and what your firm and well-being need next.
Features
Establish
$800/month
Ideal for new or solo firms looking to establish clean books, track expenses, and avoid costly errors.
Expand
$1,500/month (Best value!)
Ideal for new or solo firms looking to establish clean books, track expenses, and avoid costly errors.
Excel
$3,350/month
Sign-up before 09/01/2025 and get 6 months for only $2,500/month –
saving you $5,000!
(limited to the first 10 firms)
Ideal for new or solo firms looking to establish clean books, track expenses, and avoid costly errors.
Transaction Recording & Bank Reconciliation
- Bi-weekly transaction reconciliation ★
- Monthly account reconciliation
- Ensures accuracy of records Establish compliance
- Weekly transaction reconciliation
- Monthly account reconciliation
- Reduced risk and errors ★
- Weekly transaction reconciliation
- Monthly account reconciliation
- Comprehensive review and validation ★
Dedicated Law Firm Bookkeeper ★
- Dedicated law firm specialist ★
- Email communication
- Dedicated law firm specialist ★
- Fast response via email and/or phone
- Strategic financial oversight ★
- Weekly transaction reconciliation
- Monthly account reconciliation
- Comprehensive review and validation ★
Financial Reports
- Monthly Balance Sheet
- Monthly Profit & Loss Report
- Financial clarity
- Monthly Balance Sheet
- Monthly Profit & Loss Report
- Monthly Cash Flow
- Actionable financial insights ★
- Monthly Balance Sheet
- Monthly Profit & Loss Report
- Monthly Cash Flow
- Monthly Budget vs. Actual
- Monthly Percentage of Revenue Reports
- Monthly in-depth financial analytics ★
- Tailored insights for strategic planning ★
Compliance-focused Record Keeping ★
- Meets general compliance standards
- Compliance tailored for law-firms ★
- Proactive management of compliance risks ★
- Customized proactive compliance alerts ★
- Continuous compliance optimization ★
Annual Audit-ready Summaries
- Standard audit readiness
- Year-end convenience
- Audit-ready throughout the year ★
- Audit trail preparation for reduced audit stress
- Monthly audit readiness ★
- Highly detailed audit preparation ★
Financial Dashboard Access ★
- Convenient online platform
- Realtime financial data access ★
- Enhanced visibility and control
- Convenient online platform
- Advanced real-time dashboard ★
- Customized data visualization ★
- Maximum transparency and control
Consultation Meeting ★
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- Expert monthly consultation ★
- Personalized financial strategy
- Improved decision-making
- Bi-monthly consultation calls ★
- Ongoing strategic financial support ★
- High-level advisory service
Dedicated Priority Support Line ★
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- Detailed trust account handling ★
- Compliance with IOLTA standards ★
- Comprehensive IOLTA management ★
- Advanced compliance oversight ★
- Continuous reconciliation
Dedicated Priority Support Line ★
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- Quick response to most inquiries ★
- Priority service for urgent matters ★
- Personalized client care
Custom KPI Reports ★
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- Metrics tailored to your firm ★
- Strategic insights for growth ★
- Clear actionable data
Budgeting & Forecasting Support ★
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- Detailed budgeting & forecasting ★
- Strategic financial planning ★
- Enhanced decision-making support
Profitability Analysis by Attorney/Case/Location*★
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- Location or attorney-level analysis ★
- Insight into case profitability (available if your LPM supports it)★
- Optimized financial performance
Proactive Compliance Alerts ★
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- Immediate compliance issue notifications ★
- Proactive regulatory updates ★
Needs Matching Meeting
- Initial discussion and overview
- Basic needs assessment
- Standard industry offering
- Comprehensive discussion meeting
- In-depth needs assessment ★
- Strategic onboarding ★
- Two extended consultation sessions ★
- Deep strategic planning ★
- Full onboarding support ★