Serving Solutions

Bookkeeping Services

The Legal Café offers bookkeeping services in three packages, depending on the needs of your business.


  • 2 bank accounts, 2 credit cards, 75 transactions per month total, solo practitioners
  • Industry-specific bookkeeping, monitoring, reports
  • Check for missing 1099s 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 weekly bookkeeping service
  • Client care liaison re: invoicing questions
  • Oversight of office manager
  • Staff training on support software
  • 2 monthly support emails 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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