Behind the Scenes, Where the Real Work Happens
From the palm-lined streets of Los Angeles to bustling offices across the country, professional service-based businesses like law firms, medical practices, and consultancies are always balancing people, clients, and profits. But behind every client success story is a backend full of complexity—payroll, trust accounts, receivables, forecasting.
That’s Where We Come In
We offer tailored financial services for service-based professionals designed to support people-first businesses, so you can stay focused on the work that matters most. From streamlined bookkeeping to smarter forecasting and payroll systems that sync seamlessly, we help build a financial foundation that’s organized, compliant, and built for growth.
Professional Financial Support for Professional Services
When your time is your product, every minute counts. Whether you’re a small law firm handling high-stakes cases, a private mental health practice juggling patients and payments, or a growing consulting business scaling operations, your financial systems need to work as hard as you do. But managing:
- IOLTA trust reconciliation
- Operating accounts
- Payroll process
- Cash basis accounting
- Accounts receivable
- Forecasting methods
doesn’t leave much room for client care. We build clean, compliant systems that help service businesses like yours stay organized, get paid on time, and make smarter decisions.
| Here’s What We Bring To The Table: | |
|---|---|
| Service | Impact |
| Bookkeeping for Law Firms & Medical Offices | Trust accounting, income categorization, and compliance documentation |
| Time-based Income Tracking | Billable hours tied to clean reporting |
| Payroll & Contractor Management | Ensure timely, accurate payments that sync with your systems |
| Financial Forecasting for Professional Services | Use historical data to plan with confidence |
| Expense Tracking & Management | Know what’s eating into your profit margins |
| QuickBooks for Attorneys and Doctors | We customize your setup so it works the way your business runs |
| Outsourced CFO for Service Professionals | Get big-picture strategy without hiring in-house |
While we don’t provide medical billing, but we do help private practices stay financially sound.
Build a Financial System That Supports Growth
Many firms are stuck using outdated systems or juggling too many disconnected tools. The result? Manual errors, missed revenue, and headaches. We audit your current workflows and create a unified system using platforms like:
- QuickBooks Online
- Gusto (for payroll)
- Practice/project management tools
That means:
- Your IOLTA trust reconciliations are done right
- Bank account data stays current
- Sales forecasts are rooted in real-time insights
Feel the Ease of Financial Clarity
Our clients tell us the biggest win isn’t just clean books, it’s peace of mind. With tailored financial planning, dashboards that show you where you stand, and a partner who actually understands your business model, you can:
- Avoid compliance stress
- Make smarter hiring decisions
- Understand your true profit margins
Let’s Bring Some Sunshine Into Your Business
We want to be the person you call when you need to figure something out. The one who’s in it with you, not just another vendor.
Let’s talk about where you’re at and how we can help you grow with clarity.
FAQs
What financial support do law firms and private practices need?
They need help managing trust accounts, tracking time-based income, staying compliant, handling payroll, and planning with accurate financial forecasts.
Can I outsource bookkeeping and payroll for my service-based business?
Yes, outsourcing these tasks can save time, reduce errors, and give you access to expert support without the cost of hiring in-house.
Do I need a bookkeeper or CFO if I already use QuickBooks?
QuickBooks is a great tool, but it still needs the right setup, maintenance, and strategic oversight—something a bookkeeper or CFO can provide.