Law Office Administration Services
Back Office Workflow
Resources & Solutions
Law Office 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
Trust & Client matter, time, billing, user rates, roles
Auto upload to books
CFO Representation
Financial analysis,
Build on strengths,
Outsource weaknesses'
HR Payroll
Full service payroll,
Benefits, Insurances,
Employment law
Advisory
Financial & Tax planning, Compensation plans,
Pitch Lenders, M&A
Three Simple Phases That Future Proof Your Law Practice
Power is the action of Information
Foundation/People
- Needs assessment
- Management style
- Cash flow analysis
- Plan of Action
+ Increase Cash Flow
Workflow /Processes
- Automate & Document
- All routine data entry
- Eliminate human error
- Reposition staff skills
- Decrease Overhead Costs
Reports
- Data builds momentum
- for analysis, What-If ?
- Scenarios, Insights for
- Decisions, Strategies
+ Profits - Growth
The language of LAW merges with the language of BUSINESS
Run your Law practice like an efficient business
WHY ?
Value time, energy & creativity, Focus on Professional Image, vision, goals, Command Work / Life balance.
HOW !
Optimize office challenges Data entry speed, security Actionable data driven insights
Discovery
When the WHY is clear........ The HOW is easy
Determine enemies of success, risk levels
Financial, Tax Benefits, Retirement, Estate Planning,
Legacy, Asset Protection, Succession, Exit Strategy
Secure your firm's position as a Power Player
Announcements
Enter 2021 with a cash flow plan contact me for review of 2020 position
Apply for your IRS IP ( Identity protection Pin )
State Incorporation Reports are due for annual renewal
Sincere wishes for Healthy & Happy & Prosperous 2021
About Me
Thank you for stopping by!
My offerings for your firm are:
2 1/2 tax seasons with CPA firms
Three private controller positions
25+ years as a solopreneur & Intuit Pro Advisor
Proficiency of law office procedures, practice areas
Skillset of experience, knowledge & AI tech stacks
Highest value of report delivery that matters
Beyond back office for overlooked or dismissed issues
Accounting best practices, I take full ownership,
We share, or anywhere in between to build a
collaboration of discovery & solutions and grow
a mutual respect of loyalty & trust.
Marilyn Charles
Principal-Founder
ProBooks LAW
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