Clear Financials. Confident Decisions. Stronger Growth.
Bookkeeping packages built for women law firm owners who want accurate monthly financials, better visibility into cash and profitability, and the financial clarity to confidently run and grow their firm.
Bookkeeping Packages for Women-Run Law Firms
Our Signature Monthly Flat-Fee Packages
Legal Bookkeeping Foundation Package
Stay informed, aligned, and empowered starting at $1,250/month
What’s Included:
Decision-Ready Legal Bookkeeping
Accurate monthly bookkeeping with reconciled financials you can trust.
Accounts Payable
Reliable bill payments that protect vendor relationships and streamline your payables process to keep your practice running smoothly.
Accounts Receivable & Invoicing
Invoice tracking, aging reports, collection visibility, and retainer replenishment reminders.
Law Firm Financial Reporting
Monthly reports that help you understand cash, profitability, and firm performance.
CPA-Ready Year-End Books
Clean books that make tax preparation significantly easier.
Month-End Close by the 15th
Know where your firm stands before the month is half over.
Support for Worker’s Compensation Audits and 1099 Preparation
Legal Financial Operations Package
Run a more profitable law firm, starting at $3,750/month. This next-level offering builds on the Monthly Essentials Package to give you more time and freedom, and transform your finances into a strategic roadmap for growth. We handle the details while empowering you to lead your business with ease and intention.
What’s Included in Addition to Above Package:
Trust Account Oversight
Monthly IOLTA/trust account reconciliations, trust liability reviews, and documented trust-to-operating transfers (where applicable).
Job Costing & Profitability Tracking
Use of QuickBooks Online classes or other appropriate tracking methods to break down revenue and expenses by location, practice area, line of business, program, or other meaningful category. Provides clearer visibility into the profitability and financial performance of different parts of the business.
Stress-Free Cash Management
Proactive balance monitoring that protect your cash position and prevents overdrafts.
Cash Projections & Scenario Modeling
Clear cash forecasting and “what if” modeling that help you confidently plan hiring, expansion, and strategic financial decisions.
Worry-Free Payroll Management
Streamlined payroll through trusted providers — including onboarding, system setup, scheduled payroll runs, and issue resolution handled entirely for you.
Third-Party Data Integration
Manipulation, mapping, and reconciliation of transactional data from third-party systems so revenue, fees, payments, and other financial activity are recorded accurately in the accounting system and structured to support meaningful financial reporting.
Growth-Ready, Budgets Built to Guide
A clear, insight-rich organizational budget paired with monthly budget-vs-actual reporting and variance insights, keeping you aligned, informed, and equipped to make smart financial decisions.
Fractional Finance Partner
Lead your firm with CFO-level financial insight with support starting at $5,500/month.
What’s Included in Addition to Above Package:
Fractional CFO-level Finance Leadership
Executive-level insight to guide smarter, forward-looking decisions without the full-time cost
Attendance at Monthly Meetings
Strategic Financial Guidance and Interpretation - Insight that turns financial data into informed decisions
Ongoing Advisory Support - Continuous guidance aligned with your mission and organizational goals
Unlimited Custom Financial Reporting
Reports tailored to your goals and leadership needs.
Unlimited Meetings & Ongoing Communications
Support when you need it—access to your account manager for questions and clarity, ensuring financial decisions never stall due to lack of insight.
Comprehensive Payroll Management
Payroll processing, employee changes, benefits and deduction coordination, and reconciliation—plus resolution of payroll issues and tax notices with your provider and taxing authorities.
You built the expertise to practice law. We help give you the financial insight to lead the business behind it.
Books Closed by the 15th.
Numbers You Understand.
Decisions You Can Make With Confidence.
Timely numbers lead to better decisions. That's why we aim to close your books by the 15th of the following month—then meet with you to explain what changed, what we're watching, and what it means for the decisions ahead.
Ready to Run Your Firm With
Greater Financial Clarity?
No sales pressure. No obligation. Let's talk about where your firm is today and what financial support would make running it easier.
Build stronger financial systems, understand what your numbers are telling you, and make your next growth decision with confidence.