Accounting Solutions for Attorneys and Legal Firms

Our firm specializes in serving the accounting, tax and financial management needs of law firms, lawyers, attorneys and all types of legal practices whether it is located in Charlotte, North Carolina or anywhere else in the United States.  Our timely monthly reporting and our Business Advisory Services provide you up to date feedback in a meaningful and easy to understand format.

We help legal firms streamline their tax and accounting operations to save time and money, while also providing insightful advice to maximize their profitability. Our experienced team has a deep understanding of how legal practices operate, allowing us to offer invaluable advice customized to each firm’s finances, in addition to tax planning strategies that can reduce tax obligations.

As your legal firm’s trusted advisors, we will work with you throughout the year to evaluate your practice, ensuring that your financial needs are met. With our expert knowledge of the specific requirements of the legal profession, we can develop a customized plan that will soon have your practice measuring up to—or even exceeding—industry benchmarks.

Our critical analysis and practical solutions will identify business trends and opportunities for growth, and help you improve the operations, efficiency, and profitability of your practice. We work closely with you to evaluate your practice in numerous key areas, including:

  • Bookkeeping, Trust and General Accounting
  • Proactive Tax Planning
  • Tax Projections and Tax Preparation
  • Business Advisory Services Tailored for your Business and the Legal Industry
  • Payroll & Employee Issues 

We also offer agreed upon procedures as allowed by the North Carolina State Bar to examine your compliance with trust accounting.  This examination allows you an exemption from the random audits by the North Carolina State Bar when you take advantage of this service. We also provide trust assurance work for attorneys in other states.

Download our BOSS™ for Attorneys Fact Sheet >>

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

(QuickBooks Online)

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Phone: (704) 544-7600