Bookkeeping for law firms, consultants & agencies

Yes. We set up client and project tracking in QuickBooks so every hour billed, expense incurred, and payment received ties to the right client. You'll see which clients and projects are your most profitable and which ones need renegotiating or cutting loose.

We track retainer deposits as liabilities until you earn them. As you bill against the retainer, we move the appropriate amount to revenue. For trust accounts (common with law firms), we maintain separate ledger tracking to keep client funds fully segregated from operating funds.

Yes. We track all contractor payments throughout the year by vendor. When January comes, everything is ready to issue 1099-NEC forms on time. We also flag any vendors who are approaching the $2,000 threshold that applies to 2026 payments ($600 before 2026) so nothing gets missed.

We maintain your AR aging report and flag overdue invoices so you know exactly who owes what and how long it's been outstanding. We don't do collections, but we give you the data you need to follow up effectively and spot clients who are consistently slow payers.

Our plans start at $399/month for Essentials, usually for firms under $500K in yearly revenue. Most professional service firms fit best in our Growth plan, starting at $599/month, with client invoices and bills tracked. Larger firms ($1 million to $5 million, or more than one entity) typically use our Scale plan, starting at $1,199/month. We confirm your exact price after a quick look at your books.