Every engagement is custom built around your law firm. We start at $599/month and build a plan that fits your law firm's size, complexity, and goals.
Regardless of your engagement size, every GROWTH client gets the same standard of service.
Monthly IOLTA reconciliation
✓
Three-way reconciliation review
✓
Bar compliance oversight
✓
Audit-ready books at all times
✓
Monthly close and reconciliation
✓
Transaction coding and categorization
✓
Accounts payable and receivable
✓
Bank and credit card reconciliation
✓
Monthly financial statements
✓
Partner reporting package
✓
Cash flow summary
✓
Year-end CPA prep
✓
Full payroll processing
✓
Attorney and staff compensation
✓
Payroll tax compliance
✓
Direct deposit management
✓
Clio, MyCase, PracticePanther
✓
QuickBooks Online
✓
Seamless data sync
✓
Ongoing software support
✓
Call, email, or text your accountant
✓
Response within one business day
✓
Dedicated staff member
✓
You work with us, not a stranger
✓
30 minutes to learn about your law firm, your current setup, and what you need.
We look at law firm size, transaction volume, services needed, and current software.
You receive a clear, itemized proposal with a flat monthly rate. No surprises.
No pressure. Take the time you need. We’re here when you're ready.
Number of attorneys and staff directly affects transaction volume and payroll complexity.
Higher monthly transactions mean more reconciliation work. Your rate reflects actual volume.
Number of active client trust accounts and retainer activity affects IOLTA service scope.
Monthly close only, monthly close plus payroll, or a full-service engagement. Your choice.
Add-on service for firms that want visibility into client and case-level profitability.
Books that need catchup work are scoped as a one-time project before ongoing service begins.
Every law firm is different. These are the factors we look at when building your custom engagement, so you only pay for what you actually need.
No long-term contracts. We work on a month-to-month basis. We earn your business every month, not through lock-in.
Your engagement scales with you. We revisit pricing if your volume or needs change significantly — always transparently and in advance.
Yes. If your books need catchup work before ongoing service begins, that’s scoped as a separate one-time project with its own flat fee.
Never. Your monthly rate is agreed upfront and doesn’t change without a conversation. What we quote is what you pay.
We factor all accounts and entities into your custom quote upfront. No surprise add-ons for additional accounts.
Book a free 30-minute call. We’ll learn about your firm and send a custom proposal within 24 hours of our conversation.