Law Accounting Services
Back Office Administration
Managed by a Accounting Professional
Backed by Technology
Planning, Workflows, Resources & Solutions
Law office skillset
Choose one or more as your needs require
Bookkeeping
Full Charge, trial balance, banks, credit card & Iolta reconciliations & compliances
Accounting
Financial statements,
Cash flow plan, KPI's.
Manage capital
Case Matters
Trust & Client advanced costs, time & billing, user roles & rates
Auto upload to books
CFO Representation
Financial analysis, Capital
Build on strengths,
Outsource weaknesses'
HR Payroll
Full service payroll,
Benefits, Insurances,
Employment law
Advisory
Financial & Tax Advantages, Compensation plans,
Pitch Lenders, M&A
Three Simple Steps That can Future Proof Your Law Practice
Foundation/People
- Needs assessment
- Management style
- Cash flow analysis
- Action plan
+ Present your office culture + Plans for Needs & Cash Flows
Workflow /Processes
- Automate & Document routine data entry, avoid human error
- Reposition staff duties
- Decrease Overhead Costs + Invest in staff legal training
Reports
- Data builds momentum
- Analysis, What-If
- Scenarios, Insights for
- Decisions, Strategies
+ Information is front & center on your firm's profitability & 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, Work on your practice not in it Command Work / Life balance.
HOW !
Optimize office challenges Data entry efficiency, security Practice & Firm profitability v Actionable data driven insights
Discovery
When the WHY is clear........ The HOW is easy
Determine enemies of success, risk levels
Financial, Tax Advantages, Retirement, Estate Planning,
Legacy, Asset Protection, Succession, Exit Strategy
Secure your firm's position as a Power Player
Announcements
My complimentary three month cash flow analysis will plan a forecast to follow
Now specializing in Admiralty & Maritime contingency area
Lets Apply NOW for your IRS IP ( Identity protection Pin )
About Me
Thanks for your interest
My offerings for your law firm are accounting's traditional and digital best practices. My 2&1/2 tax seasons with CPA firms
and three controller positions, prior to partnering with
Intuit Pro Advisor/Accountant Group since founding QuickBooks
MY 25+ years of experience and my stack of tech apps,
Deliver the highest value of real time reporting that matters
Beyond your back office for overlooked or dismissed issues I take full ownership, we share, or anywhere in between
WE build a mutually advantageous journey of collaboration of discovery & solutions and grow in respect, loyalty & trust.
Marilyn Charles
Principal-Founder
ProBooks & Law
What
They say !!
