Law Bookkeeping, Case Management, Accounting & CFO Solutions

 Guiding attorneys in all practice areas  with innovative efficiencies. 


Or Call: 1.786.509.2227

ProBooks Legal Services

Bookkeeping

Full Charge trial balance, banks, credit card & Iolta compliance reconciliations 


Accounting     

Financial statements,

Real time reporting,

Cash flow position, KPI's.

Case Management

Timekeeping, billing, trust accounting, client & matter reporting, user roles & rates.


 CFO Representation

Reliable financial information,

 &  analysis. Build on strengths, outsource weaknesses.

HR Payroll

Full service payroll,  benefits, insurances & employment law.



Advisory

Financial & Tax planning, pay plan structures, pitch lenders, investors, 


             

Three Simple Phases That Future Proof Your Practice

Power is the action of Information

Foundation

- Assessment of needs,
- Management goals
- Cash flow forecast

- Plan of Action


-   Expense Reduction

Workflow

- Automate data entry

- Essential processes

- Eliminate human error

- Reposition admin staff


 -   Overhead Reduction

Reports

- Data report analysis  

- Build momentum on use

- Financial Insights,

- decisions, strategies 


+    Profit - Growth

The language of LAW merges with the language of BUSINESS

Run your practice like an efficient  business


 WHY ?


Free Up time, energy & creativity, find peace of mind to command thoughts, to focus on vision, goals. Professional Image, Work / Life balance. Know where you are,  where you want to go. 


 HOW !


Scale back office administrative challenges, data entry speed, optimize workflow process, review data analytics that drive decisions, trends, what  if? scenarios

Discovery

Level up to prepare practice  for growth. With back office administration  solved, resources & accurate financials, you can reach out  for tax advantages, asset protection, financial retirement, succession, estate planning, exit strategy, any issue that requires your attention.


About Me

Thank you for stopping by!

My 2.5 tax seasons with CPA firms, a few private controller positions and 25+ years in my solo practice provided me with a clear understanding in most areas of law, positioning me to focus on this profession whose services offer long term values.

Automating workflow processes with my tech stack of virtual assistants where possible while practicing the principles of accounting for the  value of report delivery that matters, faster.

I intend to earn your trust offering a skill set worth your money, my knowledge and experience. I also have a charming personality.

Quickbooks ProAdvisor Advanced Online
Accunting Prog

Marilyn Charles
Principal-Founder
ProBooks LAW

Begin with your choice to effect change, become  better. 


Call Today: 1.786.509.2227