Case Management, Accounting &
Guiding attorneys in all practice areas
to scaleup administration processes with cloud efficiencies.
ProBooks Legal Services
Full Charge through
trial balance, banking, credit card & Iolta compliance reconciliations
Real time reporting,
cash flow forecasting, KPI's. & more.
Time entry, invoicing, trust accounting, client & matter reporting, user rate & role.
Analysis of financial and client data accuracy, build on strengths/outsource weaknesses. Run your practice like an efficient profitable business.
Full service payroll processing, salaries, distributions, benefits, insurances & employment law
Financial & Tax planning, attorney, partner compensation structures,
pitch banks, investors, M&A.
Thanks for stopping by!
My 2.5 tax seasons with CPA firms, a few private 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 distinguished profession. Automating administrative processes with data robotics, (my virtual assistants) where possible while practicing the principals of accounting for the highest value of report delivery that matters, faster. I intend to earn your trust while offering a skillset worth your money, my knowledge and experience.