Law Firm Financial Services

Trust Accounting

  • Auditing
  • CLE Training
  • Design and Implementation Process

Accounting Software

  • Customization
  • Best Practices
  • Selection and Implementation

Billing and Bookkeeping

  • Monthly Billing for Small Firms
  • Monthly Operating and Credit Card Reconciliation
  • Three-Way Trust Reconciliation
  • QuickBooks Setup
  • ADP Payroll

Process Improvement and Documentation

  • Overall Finance and Billing Evaluation
  • Billing and Collection Process Design and Documentation
  • Staffing Assessment Recommendation


  • Start-up Financial Projections
  • Budgeting
  • Compensation Modeling

Book a free 30-minute consultation

Discover how your law firm can run more efficiently and profitably today.

Tap into the combined experience of more than 60 years in legal management. We’ve managed in small, medium and large firms and bring that knowledge to you.

Diane’s professionalism, efficiency, delivery, customer service and follow-up is excellent and I truly appreciate all the support she has provided.

Garth A. Maijala
Coordinator of Industrial Hygiene & Online Services – SIPE

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