Keep Your Firm’s Books in Order
Bookkeeping is one of the biggest pain points of running a business. As an attorney, you excel in problem-solving, and have likely been able to setup and run your QuickBooks software. When your firm grows and you become more successful, the accounting can get away from you, which means that it’s taking away from your time best spent billing clients.
CLIENT TRUST ACCOUNTING is one of the most important aspects of your bookkeeping. We understand how to keep you compliant and record your clients’ funds separately. Don’t leave this to the amateurs!
Our job is to provide you with the opportunity to run your business full time, by doing what you do best, and relieve you of the worry of properly recording financial transactions. And paying expenses. And figuring out client trust balances. And reconciling bank balances.
We are a small business that offers personal and custom service to law offices:
- Every firm is unique, with individualized requirements and goals, so we tailor our workflow to meet your demands
- Your success matters to us, so it’s not just about recording numbers. We are problem-solvers and like to hear from you – we’re only a phone call, email, or Slack channel away.
Why QuickBooks Online
QuickBooks Online offers a flexible and manageable financial software experience that has been custom-designed for any business that runs from more than one central, physical office.
Some of the benefits of cloud accounting with QuickBooks Online include:
- Work from anywhere, from a Mac or PC, smartphone, tablet
- Accessible to multi-users, regardless of location
- Automatic download of bank and credit card transactions
- Upgrades and updates automatic
- No software to manage, no system networking
- Syncs with third-party apps
We have an Advanced QuickBooks Online certification with the Intuit ProAdvisors program, and are able to help you choose the best QBO version for your company.
What My Clients Say
Susan Natali is a professional, highly skilled and sharp thinking QuickBooks Online guru. In a matter of days, she trained me to use QB online well enough to do our company’s bookkeeping by myself (and I am neither a bookkeeper nor am I an accountant). She always makes herself available for follow up tweaks to the books if I run into any issues or have any questions. Her sense of enthusiasm and sense of humor make the task pleasurable. I highly recommend her services.
Susan has worked with us for six years now. She is professional, always on time and a good teacher.
I inherited a mess in our QuickBooks when I took over the position; I searched for QB Pro-Advisors & Susan was the first one I called and as soon as I spoke to her, I liked her, my instincts were right about her. Susan discovered a number of discrepancies & issues in our company’s financial statements, inventory issues, business taxes paid, etc. She made me feel comfortable because she is very knowledgeable, confident, extremely pleasant to deal with and, most importantly, always accessible. She also patiently explains things & teaches while she takes care of the issues. I would have no hesitation in recommending her to a friend or a business.
Susan has been taking care of my bookkeeping since 2014. She is very organized, thorough, professional and prompt. She knows QuickBooks inside and out which is a huge advantage. My business is complex and she has managed to get everything in order. I would highly recommend her services to anyone.
Susan is the best bookkeeper I have experienced to date. Not only is she very efficient, she teaches you as she goes. Even if you are not very computer savvy, her explanations will make it easy to understand. She has a positive attitude and is very professional. I would definitely recommend her to my friends and family.
I have worked with Susan for a couple years and she has done a great job for us. Her knowledge of Quickbooks is great and has been a great help in getting us more organized.
I have worked with Susan for a couple years and she has done a great job for us. Her knowledge of Quickbooks is great and has been a great help in getting us more organized.