• 2 bank accounts, 2 credit cards, 75 transactions per month total, solo practitioners
  • Industry specific bookkeeping, monitoring, reports
  • Check for missing 1099’s quarterly
  • Transaction entry from bank feeds weekly
  • Reconciliation of credit card and bank accounts monthly
  • Monthly reports (Profit and Loss, Balance Sheet, Trust Ledger and Statement of Cash Flows)
  • 3 way trust account reconciliation
  • Prepare year-end reports for tax preparer
  • Monthly financial statement review meetings – 30 min
  • 1 quarterly email support request for additional info or reports
  • Customer service and tech support with Software


  • Everything from silver plus…
  • 2+ bank accounts, 5 credit cards, 250 transactions, up to 5 attorneys
  • Monthly case expense tracking report
  • Partner compensation reports
  • Monthly AR reports
  • Email monthly bills to your clients
  • Reminder emails for outstanding balance
  • Weekly Online Bill pay
  • MileIQ
  • Google Drive maintenance and filing
  • Monthly financial advisory meetings
  • 1 monthly support email for additional info or reports


  • Everything from silver and gold plus…
  • 2+ bank accounts, 7 credit cards, 500 transactions, up to 10 attorneys
  • 3x’s weekly bookkeeping service
  • Client care liaison re: invoicing questions
  • Oversight of office manager
  • Staff training on support software
  • 2 monthly support email for additional info or reports
  • Software setup included

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Medical and other professional membership available. Call now for pricing.



114 Main Street
Fort Worth, Texas 76102

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