CLA Advisory Group provides remote bookkeeping cleanup and catch-up projects for small law firms nationwide. We assess the records and discrepancies first, then define the months, accounts and deliverables included in your project.
Bank and credit-card transaction review, categorization and reconciliations.
Investigation of duplicate entries, missing records and balance discrepancies.
Settlement-related bookkeeping review when relevant.
Financial reports for agreed periods, with unresolved items documented.
Coordination with your CPA or tax preparer for an organized handoff.
We discuss how many months are behind, your software, account count, transaction volume, available statements and tax or reporting deadlines. Pricing and scope follow that assessment. Trust-account reconciliation work is scoped separately when needed.
After cleanup, we can discuss a monthly bookkeeping routine to help keep your records current.