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My Books and Taxes

Virtual Controller

Offering more than just bookkeeping, our Virtual Controller services provide critical oversight and account management to ensure that the right policies and procedures are implemented, and timely accurate financials are produced. We take over the reins on all your accounting functions.

What's included in Virtual Controller services?

  • Accounts Receivable Management and Invoicing

  • Accounts Payable Management and Bill Pay

  • Budgeting and Forecasting

  • Job Costing

  • Tax Preparation for your Business

  • Management of Accounting and Bookkeeping Processes

  • Class Tracking (to track profitability by department or product/services)

  • Location Tracking (to track profitability by location)

  • Assistance with Complex Accounting Issues


Save Time & Money

Stay Up-To-Date

Timely Insights

Reduce Risks

Workflow Improvement

Cash Flow Analysis

Proactive Financial Plan

Unlimited Support

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

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What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning