Monthly Bookkeeping and Accounting

Up-to-date and accurate books are the first step towards financial clarity and how you position yourself to anticipate the financial future.


Bookkeeping is one thing, understanding the reports it produces is an entirely different skill demanding your attention.

You don’t have time to become a bookkeeper, that’s where we come in.

Our Monthly Accounting and Bookkeeping service simplifies this process, providing consistent, reliable, and precise financial management and reporting so you can make informed business decisions.

What You Get:

Weekly coding of new transactions.

Monthly reconciliation of all accounts.

Virtual filing of all bank statements, reconciliation reports, and financials.

Monthly compilation of financial reports.

Annual preparation of the books for the tax return.

Bi-Annual 1099 contractor audits.

Annual 1099 filing.

Annual Corp/LLC report filing.

Access to Open Office Hours with Chief Financial Architect, Chelsea Williams.

Who the Monthly Bookkeeping is for…

Law firms in need of basic monthly bookkeeping and accounting tasks that produce timely and accurate financial reports.

Whether you’re a startup or an established firm, we’re here to help you get to the next level.

Why You Need It:

You cannot measure what you cannot see. Monthly bookkeeping is the first step to having financial clarity and direction. Flying financially blind works until it doesn’t, and your firm will never reach it’s true potential.

Don’t Just Take Our Word For It