WHO IS YOUR IDEAL CUSTOMER?
The mid-market firms with multiple partners is our sweet spot. We love taking people off of inefficient desktop products and moving them into QuickBooks Online and LeanLaw for a sweet automated workflow!
WHAT IS THE VALUE YOU PROVIDE FOR THE LAW FIRM?
Working with attorneys and law firm accounting is our specialty. We know the industry and will closely monitor and analyze their finances and keep their firm compliant. Additionally, we specialize in analyzing data and digging deep into the financials to help firms grow smarter.
IS THERE A NICHE OF LAW THAT YOU LIKE TO WORK WITH?
Currently, our client base includes personal injury law, family law, estate planning, construction law, and workers compensation. But we will work with any law firm that needs our services.
DO YOU HAVE A UNIQUE WORK PROCESS?
Yes, we do! We use apps to automate much of the processes. It is important to work with the client to design the workflow that works best for each firm.
WHAT ARE OTHER FAVORITE APPS THAT YOU WORK WITH?
We use QuickBooks Online Advanced as our accounting platform, LeanLaw client billing and analysis, Liscio for our main secure management/communication tool, and Hubdoc for document management.
HOW DO YOU HANDLE DATA SECURITY?
We take this very seriously. We use the platform Liscio, which has military-grade security for all of our document management and storage.
WHAT LEVEL QUICKBOOKS PROADVISOR ARE YOU?
LEVEL OF QBO CREDENTIALS:
Advanced Certified ProAdvisor in both Desktop and Quickbooks Online. I am on the Intuit Writer Trainer Network and Intuit Advisory Council 2019-2019.
CAN YOU DO DESKTOP CONVERSIONS?
Absolutely! The mid-market firms with multiple partners is our sweet spot. We love taking people off of inefficient desktop products and moving them into QuickBooks Online and LeanLaw for a sweet automated workflow!