Legal Accounting,

Case Management, Accounting &

CFO Solutions 


Guiding attorneys in all practice areas

to scaleup administration  processes with cloud efficiencies.


ProBooks Legal Services

Bookkeeping

Full Charge through

trial balance, banking, credit card & Iolta compliance reconciliations 


Accounting     

Real time reporting,

Financial statements,

cash flow forecasting,  KPI's.  & more.

 

 

Case Management

Time entry, invoicing, trust accounting, client & matter reporting, user rate & role.

 CFO Representation

Analysis of financial and client data accuracy, build on strengths/outsource weaknesses. Run your practice like an efficient profitable business.

HR Payroll

Full service payroll processing, salaries, distributions, benefits, insurances & employment law 

Advisory

Financial & Tax planning, attorney, partner compensation structures,

pitch banks, investors, M&A.

& more.

             

Hello

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.

Quickbooks ProAdvisor Advanced Online

Ready to connect?