Accounting Services
Accounts Payable
We have a process we use through QBO and Melio so that you approve all bill payments. We do the work. You click a button to approve payments.
Trust Account Reporting
We will reconcile the Trust account against the Trust Liabilities and show you which cases have balances.
Financial Statements are an important part of knowing how your business is thriving or where you can make changes.
Financial Statements
FAQs
What is the advantage of hiring a consultant instead of doing it in-house?
When you don’t want a full time employee on your payroll, hiring a consultant who already knows how to do the work will take a load off your shoulders. We don’t expect payroll benefits or paid time off, either.
Who will be working on my books? Do you outsource the work?
All of our employees live in the Kansas City area so far and we do not use contractors. Our office is located in Overland Park, Kansas. You’re welcome to meet us in person if you’re local, or we can zoom if you’re not from this area. (US clients only.)
Services to fit your needs
General Services
- Leverage integrated technologies to process vendor payments
- Transaction entry with pdf attachments for record keeping
- Operating and Trust bank reconciliations
- Trust liability reports
- Case Expense reports
- Payroll Processing through a service provider
- Financial Statements
- Communication with your CPA
- 1099 MISC and 1099 NEC e-filings
- Invoicing clients for hourly legal fees
Additional Services
- Clio original set up assistance
- Clio connection set up with QBO
- QuickBooks Online Training
- Financial Statement Review Consulting
- Payroll set up
- Organizing and systems set up assistance
- Clean up services - Books a mess? Don’t be afraid to reach out to us. We’re glad to help get your accounting sorted out, especially your IOLTA account.
