Opening a practice or rebuilding your bookkeeping process? CLA Advisory Group helps small law firms establish practical accounting workflows, with remote support across the United States.
Accounting software setup or review and a chart of accounts suited to your practice.
Opening balances assessed against the records you provide.
A workflow for expense tracking, transaction categorization and monthly bank reconciliations.
Settlement tracking and a three-way trust-reconciliation routine when relevant to your accounts.
A documented handoff and coordination with your CPA or tax preparer.
We review your software, bank and trust accounts, transaction volume, deadlines and desired outcome. Deliverables, responsibilities and pricing are agreed after that review. Ongoing monthly accounting can be considered separately.
Entity decisions, legal documents and tax elections remain with your attorney and CPA.