CFO & Advisory Services
Budgeting & Forecasting
Maximize your profitability and grow your law firm
CFO & Advisory services that can take your firm to the next level.
- Accomplish financial goals sooner
- Increase billable hours and bring home more pay
- Stop struggling with cash by knowing where your money is
- Plan for the future and make better business decisions
That’s why we specialize in providing bookkeeping, CFO & advisory services to law firms.
Our mission is to partner with law firm owners to reach their financial goals and improve business planning so they will achieve growth.
What we do
Bookkeeping
If you want to increase your profits and cash flow, we need to first set your foundations. Here we start with evaluating the current status of your financials.
CFO & Advisory
Now that we have your foundation and clear books in place, our CFO & Advisory services can truly take you to the next level.
Our Strengths
Trusthworthy
Rest assured that we pride ourselves on honesty, reliability and integrity where matters of your firm's accounting records.
Knowledgeable
We believe knowledge comes not just from the vast experience that we have, but from continued training and learning that ensures we provide you with the best quality service that your firm deserves.
Friendly
We treat our clients like close friends. We are passionate about seeing their law firms grow and thrive.
Customers Feedback
“Merry and her team have been a godsend with getting our books in order. Can’t recommend them enough!”
“Been running my own shop for just over three years. This year decided to outsource my bookkeeping, and truly was a great decision. Merry and Wendi are detail oriented, take time to understand my business, and are good at what they do. I’m definitely a huge fan, and consider them part of my own team!”
“Really happy with the service. Fast response times + Good reports that let me see my financials at a glance + fair pricing. Highly recommend.”