Professional Service Firms
Trusted financial partners for Lawyers and Engineers. We handle the specialized accounting so you can focus on your billable hours.
The Strategy Angle: Profit Coaching
Profit Margin Coaching
Revenue isn't everything. We analyze your firm's performance to help you understand which associates, partners, or service lines are actually driving your profitability.
Trust Accounting (IOLTA)
Compliance is non-negotiable. We provide specialized IOLTA trust accounting services that most generalists won't touch, ensuring your firm meets all state bar requirements.
Billable Efficiency
Maximize your team's output. We assist with realization rate tracking and expense management to ensure your high billable rates translate into high net income.
Frequently Asked Questions
Why should law firms separate trust and operating funds?
Client trust money is not operating revenue. Separate records and reconciliations help protect client funds and support compliance with applicable trust-account rules.
Which reports help professional service firms?
Profitability by matter or project, utilization, receivables aging, cash flow, and overhead reports can guide pricing, staffing, and collection decisions.
How are fees for this service determined?
Fees depend on the scope, transaction volume, record condition, complexity, and deadlines. Contact us for an assessment based on your actual needs; no specific price is promised without a review.
Ready to get started?
Join San Diego County families and small businesses who trust us with their books and taxes.