Law Bookkeeping             Accounting CFO                 Case Matter & Billing Document Bots


One stop resources for law firm

administrative solutions

Or Call: 1.305.374.5940

Law Office Services 


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


Financial statements,

Real time reporting,

Cash flow position, KPI's.

Case Management

Timekeeping, Billing,

Trust client, matter & document bots, User roles, 

CFO Representation

Financial analysis. 

Build on strengths,          

Outsource weaknesses.

HR Payroll

Full service payroll,

Benefits, Insurances, 

Employment law 


Financial & Tax planning, Compensation plans,

 Pitch Lenders, Investors,  more... 


Three Simple Phases That Future Proof Your Law Practice

Power is the action of Information


- Needs assessment 
- Management style
- Cash flow analysis

- Plan of Action

-   Expense Reduction

Workflow /Processes

- Document & Automate

- All routine data entry

- Eliminate human error

- Upscale staff skills

 -   Overhead Reduction


- Data use builds 

- momentum for analysis   

- Insights for sound

- Decisions, Strategies

+  Profit - 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 driven insights  





                                               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                                                         


       Enter 2021 with a cash flow plan contact me  for review of 2020 position 

        Apply for your IRS IP  ( Identity protection Pin )  

                 IRS 1099 NEC (non employee compensation) replaces 1099 Misc Form due Feb 1, 2021                                    

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

Accounting best practices 

Skillset of experience, knowledge, virtual tech stacks

Highest value of report delivery that matters 

Beyond back office overlooked or dismissed issues 

Build  mutual respect of loyalty & trust.

Grow through a collaboration of discovery & solutions.


Quickbooks ProAdvisor Advanced Online
Accunting Prog

Marilyn Charles
ProBooks LAW

They say

Begin with your choice to effect change, become  better. 

Call Today: 1.305.374.5940