you've come to the right place
We understand the nuances of law firm accounting, and the complexities around accounting for client money, advanced client costs, and retainers.
We serve a small number of firms, and we serve them well. Our approach is high touch, high quality. Sometimes we are the entire (outsourced) finance team, and sometimes we supplement the existing team. It’s a scalable solution for small firms, as our involvement grows as you require it.
​
​We respect the courage it takes to start your own firm, and the multitude of hats you wear. Since financial management and accounting aren't covered in law school, we provide expert support in these areas to help you succeed.
​
​
our transformation services are ideal for firms that:
-
Have scaled revenues to $250-500k or more
-
Employ a team of legal and virtual assistants who handle daily tasks but need stronger financial expertise and support
-
Are dissatisfied with their current accounting provider due to a lack of legal accounting knowledge or experience
-
Have financial processes that have become inconsistent, inefficient, and error-prone as the team has grown, requiring more robust and consistent systems
-
Want to strengthen their finance function before the firm grows even more, and current issues magnify
-
Struggle with gaining visibility into the business due to its increasing size
-
​Face more complex decisions and need accurate, up-to-date information to make informed choices
your finance tranformation journey
We guide our clients along this transitioning path to achieve a solid finance operation and continuous financial clarity. Every firm is unique, and the level of work required at each stage will vary based on your specific circumstances.​
Begin
leverage
We assist you in achieving your goals using reliable and timely data as the guide
discovery call
Discuss your firm's goals and challenges
improve
We amend workflows to improve efficiency, controls, and turnaround time of financial data
operate
We manage or support your finance function on an ongoing basis
assess
We perform a deep dive review of your accounting database
baseline
We clean up and update your accounting database as required
is your finance back office falling short?
As your firm grows, managing it in your head or relying on hunches becomes impractical. Professionalising the finance back office is crucial, not only for peace of mind but to provide OBJECTIVE FINANCIAL DATA for fact-based decisions. Understanding your numbers allows for better decisions and quicker course corrections when you stray from your goals.
Optimising your finance back-office means creating a system that ensures continuous FINANCIAL CLARITY while meeting all other administrative and compliance requirements.
When properly built and managed, your finance function becomes an ASSET rather than a burden. ​
