Law Accounting Services 

                   Back Office Administration

           Managed by a Accounting Professional

                    Backed by Technology






   


Planning, Workflows, Resources  & Solutions


       








Or text me  : 1.305.374.5940 

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.







 


Quickbooks ProAdvisor Advanced Online
Accunting Prog

Marilyn Charles
Principal-Founder
ProBooks & Law

What

They say !!




Begin with your choice to effect change, become  better. 


Text me NOW to share your concerns, I'll respond with my best solutions :

 1.305.374.5940