Monthly Packages

We offer customizable monthly service packages to ensure your books are working for you .

Bookkeeping



Deliverables:
WEEKLY
• Bank feed transaction entry

MONTHLY:
• Reconciliation of Bank Accounts/ Credit Cards 
• Preparation of Reports (Profit & Loss, A/R, Advanced Client Cost Report, Balance Sheet)
• 3-Way Reconciliation of IOLTA/Trust Account

• Prepare Settlement Statement Disbursements (Add-On Service)
• Prepare Advanced Case Costs/Vendor Checks (Add-On Service)
• Prepare DRAFT Client Invoices MONTHLY (Add-On Service)


Bookkeeping & Advisory



Deliverables:
• Includes everything from the Bookkeeping Package +

MONTHLY: 
• Profit and Cash Flow Targets 
• Budget vs. Variance 
• Custom Dashboard 
• Financial Review Meetings to cover KPIs 







Add-on Services



Add-On Services include the following:

• Catch Up / Clean Up of QuickBooks Online
• Preparation of Settlement Statement Disbursements & Advanced Case Costs/Vendor Checks
• Prepare Monthly DRAFT Client Invoices
• Filing of Form 1099’s
• Upload of employee timesheets into 3rd party Payroll provider platform

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