Law Bookkeeping, Case Management, Accounting & CFO Solutions
Guiding attorneys in all practice areas with innovative efficiencies.
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.
Marilyn Charles
Principal-Founder
ProBooks LAW