Legal & Professional Services

Reclaim Your Billable Hours and Ensure Total Compliance.

For law firms and professional service providers, time is literally money. Every hour you spend navigating your back-office accounting is an hour of lost revenue. We take the financial administrative burden completely off your plate, implementing streamlined, cloud-based workflows that integrate with your practice.

How We Help Your Firm:

• Strict IOLTA Compliance: We understand the critical nature of trust accounting. We perform meticulous 3-way reconciliations to ensure your client funds are handled flawlessly and in strict accordance with state bar regulations.

• Partner Compensation & Draw Tracking: Clear, accurate tracking of partner equity, distributions, and firm profitability.

• Streamlined Billing & Expenses: We optimize your tech stack (QuickBooks, Gusto, and more) to capture expenses accurately and ensure nothing falls through the cracks.

High-Growth Small Businesses ($75k+ Net Income)

Advanced Tax Strategy & Entity Optimization

If you are a solo entrepreneur, consultant, or small business owner netting over $75,000 annually, standard bookkeeping is no longer enough. You need proactive tax strategy.

How We Help You Keep More of Your Money:

• Schedule C to S-Corp Conversions: We identify when it is financially advantageous to switch your tax entity.

• Reasonable Compensation & Payroll: We set up and run your required S-Corp payroll (via Gusto) to keep you compliant with the IRS.

• Massive Tax Savings: By optimizing your entity structure, we help minimize your self-employment tax burden, keeping thousands of dollars in your pocket year after year.

Real Estate Investors

Crystal-Clear ROI for Your Growing Portfolio.

Whether you manage long-term residential rentals, short-term vacation properties, or commercial real estate, cash flow is king. However, as your portfolio grows, so does the complexity of your books. We provide the granular data you need to make confident acquisition and divestment decisions.

How We Help Your Portfolio:

• Property-by-Property Profitability: We structure your accounting so you can easily see the individual P&L for every single door in your portfolio, not just a jumbled bottom line.

• Cash Flow & Capital Expenditure Tracking: Real-time visibility into your cash reserves, operating expenses, and CapEx forecasting.

• Tax-Ready Strategy: We track depreciation, coordinate closely with your tax strategies, and ensure your books are perfectly prepped for tax season to maximize your deductions.