Legal Bookkeeping activities will be conducted each month on behalf of your firm to ensure that all Trust, General and Credit Card information is up to date, balanced and all Reporting is provided on or before the 25th of the following month.
Full Firm Expense and Vendor Management including: Timely Payment of Invoices; Tracking Outstanding Payments; Storage of all Invoices and Receipts in your CRM Portal; Maintaining your firm's Vendor relationships; and Help Sourcing New Vendors if required.
Support and training for common legal software systems and other IT needs.
Support services can be delivered via phone; virtually; electronically; or in person, depending on the client's needs.
Preparation and in-depth review of monthly Financial Reporting Statements; including frequent meetings in which we discuss your firm's financial health and offer suggestions for pathways to financial success.
Full Cycle Payroll Services including Source Deduction Remittance, T4's Submission and ROE's as needed. We cover everything you need to keep your team happy and your business compliant.
From entering Trust Receipts/Payments, to Posting Disbursements/Lawyer Fees, and even drafting client Invoices for your firm: If it involves client or firm funds, our team can help you record it
Complete initial legal bookkeeping set-up including everything you need to get your new business up and running and set up for success.
Value added - No extra cost to you
We include GST and PST Sales Tax management and filing, assistance with your firm's Annual Law Society Self-Report, and preparation of the info needed in order to file your Year End Taxes.
All law firms will experience at least one audit performed by the BC or AB Law Society office. We can support you through this process, ensure it goes smoothly and with little to no errors found. Our team will help you pass with praise and reduce the chance of being selected again.
Richard McMunn
We work with legal firms to determine their specific needs and from there, we specially design three service level options to choose from.
Each package includes a detailed Engagement Letter which outlines exactly what we promise to deliver and when you can expect to receive it.
Enjoy our automated billing and set rates so you can budget for and depend on the same cost for your bookkeeping needs every month. Rest easy knowing you will never receive a surprise bill from us for an increased amount.
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