Book Your Free 30 Minute Consultation
30 minutes to discuss your law firm’s bookkeeping needs with one of our expert bookkeepers.
What We’ll Cover
Your Current Situation & Goals
IOLTA Compliance & Trust Accounting
The Right Service Level & Next Steps
What To Expect
No Sales Pressure
Clear Assessment & Recommendation
Transparent Follow-Up
Common Questions
Specialized bookkeeping that understands the unique needs of law firms
Yes, completely free with no obligation. We want to understand your needs and see if we’re a good fit.
30 minutes. We keep it focused and respect your time.
That’s common and totally fine. We’ll discuss catch-up options and give you a clear timeline to get current.
Nope. Just come ready to talk about your bookkeeping challenges. If you have recent financials or trust account reports, they can be helpful but aren’t required. You may find it helpful to watch our video tutorials before your appointment.
We’ll send you a summary, pricing for your specific situation, and next steps. No pressure to decide on the call—take the time you need.
“We’ve enjoyed working with Brandy and Dawn! We’ve scaled our law firm significantly during our time with them, and they’ve greatly helped to keep us organized.”
Jack Duffley
Duffley Law – Texas
— Luis Canales
— Immigration For Couples
— Jonathan Baner