Managing Retainers Effectively and Boost Collection Rate For Law Firm
TABLE OF CONTENT Optimizing Retainer Management Key Benefits of Effective Retainer Management Designing Dynamic Retainer Agreements...
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Legal Work
Orange County Law Firm Bookkeeping Specializes in Your Community
Why Is Bookkeeping Crucial for Attorneys in Orange County?
Tyler Q. Dahl
Law Firm Business Owner
"We hit 7 figures in 2021"
Irvine Bookkeeping is an absolutely essential element of my law firm. We are on pace to hit 7 figures in 2021, and I am able to obtain financial reports promptly every Monday for all YTD revenue and costs including other customizable reports in my weekly financial reporting packet. They are also capable of providing me with an accurate and timely 3-way reconciliation report for my IOLTA account! This is done on a weekly basis.
I actually just got off the phone with IB too, and we're working on more detailed projects to hone in on our financial reporting. GREAT!!! As I have full confidence in having them for whatever they can do.
If you have any doubt about whether or not to hire the Irvine Bookkeeping team, STOP. Just make the call and pull the trigger and save yourself some time and a huge headache and possible disbarment for improper handling of your IOLTA!
Control your costs and expenses.
Keeps your client trust accounts in compliance.
Create accurate estimates for your clients.
Get flawless financial records before IRS audits.
Successful Law Firms in Orange County Have Their Own Secret
It's about time, accuracy, and efficiency. See what you get when working with us:
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See clearly where you’re spending. Decide where you will be improving. Efficiency!
Get your IOLTA reconciliation, QuickBooks IOLTA accounting, and financials in order with our bookkeeping services Orange County. We deliver accurate and up-to-date records so you can identify growth opportunities and make smarter decisions.
Avoid an Accounting Nightmare.
Legal Work Matters to Orange County Lawyers.
You don't run your law firm to get the money to run you. Our bookkeepers in Orange County help you keep track of your finances, so you can focus on helping your clients.
Catch-Up Bookkeeping
Get the yearly books that fall behind cleaned up and current within 2-3 weeks.
Financial Reporting
Get accurate & real-time CFO-level reports by the 15th of each month to help you plan for the future.
Improved Invoicing
Get your invoicing simplified to minimize wasted time chasing down unpaid invoices.
Tax Advisory
Get to maximize deductions on your firm's expenses. Accurately predict your cash flow.
Improved Reconciliation
Get matching numbers between multiple sources (business/ bank/ IOTLA trust accounts).
Expense Tracking & Management
Get to see your law finance as a whole, wherever your need, not to miss a receipt.
Tax Prep
Get your tax filing going smoothly from preparation to filing and even potential auditing.
Your Gatekeeper for Every Dollar that Enters and Exits Your Law Firm
Prompt email responses within 24 hours
Efficient task tracking and follow-up
Dedicated & expert bookkeepers
Secure data transmission and storage
Transparent flat-rate pricing
Technology-driven workflow & performance
Female bookkeepers in Orange County are encouraged by Irvine Bookkeeping Services. Our all-female staff of professional Orange County bookkeepers sets us apart. We are thorough and well-organized, never forgetting a number. We make use of well-known and reliable software, such as QuickBooks. You can rely on your Orange County financial partner lawyers.
Orange County Lawyers, Are You Worried About Your IOLTA?
Trust Account Liability?
Trust Fund Management?
If a trust account (IOLTA reconciliation) and QuickBooks IOLTA accounting are causing you a great deal of trouble, and looking for QuickBooks online bookkeeper near me? Follow this procedure to see how IB business bookkeeping service has helped other law firms in Orange County achieve financial success.
Simple, Transparent & Flat Pricing for Your Law Firm in Orange County
Are you struggling to keep up with financial paperwork? At Financial Statements, Our Orange County CPA firms provide comprehensive law bookkeeping services Orange County, accounting and tax services Orange County. We specialize in creating trust account reconciliations, financial statements, and tax preparation services. Our team of experienced professionals is here to help make managing your finances easier by providing high-quality services at an affordable rate.
Premium
Weekly 2+ bank accounts, 4+ credit card
Daily Transaction Update
Payroll Reconciliation
Bank/Cash Management
Financial Statements
IOLTA Accounting
Three-way Reconciliation Report
Loan Tracking
Customer Service & Tech Support with Software
AR Management - Daily
AR: Debt Management
AP: Process AP Payments via Bill.com and Schedule Payments by Due Date
Unlimited Email/ Phone/ Zoom Call Support
Financial Statement Analyst
Budget and Planing Service, Maximize Your Resources
Backup for Your Vacationing Workers
