What We did
Case Studies
An Intellectual Property Law Firm
We have a client who just founded a new law firm. The challenge facing them was lacking experience on how to record the transactions for trust account and general account. They also needed the advice on how to select the proper software for their bookkeeping process.
The client came to us and we provided professional consulting and training services for them. As a result, they learned the fundamental operations of recording transactions, and decided to choose the combination of Clio plus QBO. Since they are able to handle the basic bookkeeping, what we need to do going forward is to reconcile the bank accounts and to generate the monthly reports as per LSO requirements.
An Employment & Labor Law Firm
A new client was facing an upcoming LSO spot audit in the very near future. The challenges were their bookkeeping got messed up by themselves, and they didn’t have experience on generating the reports the auditor requested. Therefore, they were not sure if they could pass the audit process.
The client contacted us for help. We reviewed the correctness of each trust transaction, corrected minor deficiencies, redid the trust reconciliation, and generated all necessary reports for audit purpose. Finally, we also assigned a bookkeeper to client’s office as the onsite support for audit.
A Civil Litigation Law Frim
A client received the audit notice. They were very behind in their record keeping. Therefore, they needed help on updating the books fast and accurately.
To meet client’s requirement, we assigned a dedicated bookkeeper to their office and recorded the bank transactions into their system. Our bookkeeper prepared all the documents and reports in a timely manner for audit purpose. We also provided onsite support on the audit day to answer questions auditor asked.
As a result, the audit went smoothly. We are highly appreciated and recommended by the client, and we have continuously serviced them for four years.
A General Practice Law Firm
A law firm has failed their first audit mainly due to the errors found in their trust reconciliation report. They contacted us and needed our bookkeeper to help them find out where the problem was.
Our team reviewed the report and process with professional skills and experiences. Finally, we identified the causes of problem. There was a bank error happened a while ago due to bank negligence. However, the client didn’t record the error properly in the system at that time. Thus, the following record keeping became messy.
With our help the client got the funds back from the bank and avoided the unnecessary losses.
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