What We Actually Do
We don't sell hours. We sell trust accounting that doesn't get you yelled at, month-ends that actually end on time, and numbers that survive an inspection. The bookkeeping your firm needs to stay compliant, profitable, and sane.
We assess what you have, what you need, and what you've been sold that you probably don't. Licensing, platform fit, and an honest recommendation before any money changes hands.
Implementations done right. System configuration, data migration, trust accounting setup, and the part where we make sure your team actually knows how to use what they've been given.
Ongoing legal bookkeeping — trust reconciliations, bank recs, AP/AR, month-end close, and financial reporting. The steady-state work that keeps your firm compliant and your data reliable.
When you need more than a help desk. Dedicated support with someone who already knows your environment, your workflows, and where the bodies are buried.
Analytics, custom reporting, AI-powered insights through FirmPulse.ai, and API integrations. Turning your data into decisions instead of letting it collect dust.
Recording financial transactions, collection and entry of data, maintaining and updating financial records, and bank reconciliations. The foundation everything else sits on.
Prior year accounting, reverse accounting, and year-end accounting. For firms where the books fell behind and someone needs to untangle the mess without judgment.
Preparing balance sheets, income statements, and cash flow statements. Generating monthly, quarterly, and annual financial reports that actually tell you something useful.
Managing invoices and payments, reporting aging receivables. Making sure money comes in, money goes out, and the difference is in your favour.
Preparing GST/HST returns, IFTA returns, client trust accounting for law firms, designing bookkeeping solutions specific to your practice, and audit preparation. This is where the 30 years of legal accounting knowledge earns its keep — trust, bank, matters, all matching, all on schedule, the way auditors and bar regulators expect.
You get a clean, organized financial package: P&L, Balance Sheet, Cash Flow, AR/AP, trust reconciliations, bank statements, and a log of anything weird. If the bar, tax authority, or auditor asks questions, the answers are already there.
Operating and trust accounts reconciled every month. You know exactly when the books are "done," and they're done by that date. No mystery. No chasing.
We do monthly three-way trust reconciliations. Bank, trust, matters — all match. Written down. On schedule. The way auditors and bar regulators expect, not "close enough."
Soluno, ActionStep, CaseQube — used the way they were designed. Matter controls, trust aware, compliant. Not duct-taped together in Excel at 11:47 PM.
Operating money stays operating money. Approvals are documented. Reconciliations happen monthly. What we're really selling: fewer bar problems and better sleep.
Retainers, prepayments, and "did we earn this yet?" — money comes in first, decisions come later, and the bookkeeping needs to stay out of your way.
Everything feels expensive. Nothing feels organized. You want to do it right from day one instead of "we'll fix it later" — which always costs more.
The work is coming in faster than the books can keep up. Volume is winning, deadlines are slipping, and month-end shows up whether you're ready or not.
Switching systems or inheriting someone else's mess. Old balances don't tie, trust makes you nervous, and nobody remembers how it got this way.
Legal-specific platforms first. General platforms when needed. We don't learn your software on your dime.
We package everything neatly and hand it to your tax accountant. Everyone stays in their lane.
We can keep an eye on it if needed, but we're not cutting cheques or chasing time sheets.
That happens during Launch/Activation. We don't rewrite the plans mid-flight.
If something's already on fire, we're probably not the right extinguisher.
Inputs are due by Day 3. Miss the deadline, the close date moves. Physics, not punishment.
If you're a business in any industry that needs reliable bookkeeping, financial reporting, or accounting advisory from a team that actually picks up the phone — we'd like to hear from you. Trustworthy advisors are hard to find. We take that seriously.
Get in touchWe can be your outsourced support function — embedded in your workflow, familiar with your clients, scaling with your firm. No hiring, no training, no turnover headaches. Just a team that already knows what they're doing.
Let's discussWhether you're newly opened, drowning in catch-up accounting, or just tired of doing it yourself at midnight — let's talk.
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