TRUST ACCOUNT BOOKKEEPING

IS YOUR FIRM HAVING TROUBLES KEEPING TRACK OF YOUR TRUST ACCOUNT?

At My Books and Taxes we understand your problems and we have worked with many Small Law Firms to help identify and solve the issues that are preventing them for having a smooth workflow, stress free tax season, on time and reliable reports.

WHAT YOU GET BY WORKING WITH US

Peace of Mind When We are Done Cleaning Up Your Books 

Many lawyers have no idea how much money they are making or how the firm is doing. At best they have financial information, but they get it too late to make any financial decision with it. We make sure you have accurate reports when you need them.

Save Time and Reduce Stress When We Take Over the Bookkeeping

Our awesome bookkeeping team will handle the complete bookkeeping process from invoicing to reports. We could teach you, or your employees how to enter the data for us to review it and keep it nice and tidy. 

You can focus on your firm, we’ll take care of the numbers and keep you on track.

 

Have more time available to Drive Cashflow, Profit and Growth

Having the bookkeeping under control is only the foundation. Once that’s set, we’re going to provide you with a combination of reporting and analysis, so you understand your numbers and how they impact your goals.

Our Law Office Billing Cycle Services

Pre-Billing

  • Process Vendor Bills

  • Process Payments Received

  • Enter Fees and Costs

  • Trust/Retainer Processing

  • Process Time Tickets

  • Prepare Pre-bills

Billing

  • Consolidate Multiple Matters

  • Generate LEDES Billing

  • Determine Fee Sharing

  • Fees & Costs Adjustments

  • Process Billing Arrangements

  • Prepare Final Billing/Statements

Post-Billing

  • Monthly A/R Reports

  • Monthly G/L Reports

  • Monthly Productivity Reports

  • Monthly Trust Reports

  • Other Financial Statements

Between Billing Cycles

  • Collections/WIP Reports

  • Review Trust Account Ledgers

  • Payroll Processing

  • Reconcile Bank Accounts

  • Review Trial Balance and G/L

  • Updates/Upgrades

NEED HELP?

Let's get your firm running smoothly and organized. You shouldn't be spending time in your books. Your books are there to help you make decisions and be in compliance.

LET'S TALK PRICES

What is your estimated Gross Revenue for the year?

Bookkeeping for Sole Proprietors

Starts  at  $189/mo

Bookkeeping for Partnerships ad LLC

$50K to $125K

Starts  at  $315/mo

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 $125K to $250K

Starts  at  $559/mo

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$250K - $400K

Starts at $835/mo

What's included in your basic package

  • Accounting Setup

  • Weekly Bookkeeping

  • Income Statement Preparation

  • Balance Sheet Preparation

  • Preparing closing entries

  • Quarterly and Yearly Review

  • Financial Analysis

  • Unlimited communication with staff

  • Cost Variance Analysis

  • Bank Account & General Ledger Reconciliation

  • Credit Card Reconciliation

  • Revenue Reconciliation with Bank Deposits

  • Trust Balance match Total Client Balance

  • Unlimited email support

  • QuickBooks Online Subscription

  • Tax Planning

Add-ons

Advanced Reporting
– Compensation reports
– Business analysis with comparison to other law practices
– Custom financial reports
Budgeting
Bar Association compliance- including document management
Receipt Management
QuickBooks Online Training

©2018 BY ATS BOOKKEEPING AND TAX SERVICES

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