Why Choose Us?
Unlock the full potential of your law firm with specialized training in PCLaw and CosmoLex, ensuring compliance and efficiency.
Why Choose Us?
Hi there, Bookkeeping Matters is a team of legal accounting specialists who's goal is to ensure that your bookkeeping is managed efficiently, effectively, and in compliance.
Extensive Experience Spanning Decades
The Bookkeeping Matters team, composed of skilled legal bookkeepers, collectively boasts decades of experience in the field. Our expertise is deeply rooted in understanding law society requirements, reinforced by many successful years of audit experience. Additionally, each team member brings a comprehensive understanding of both bookkeeping and accounting fundamentals, along with thorough knowledge of CRA requirements. This blend of experience and expertise ensures precision and reliability in all our services.
Proficient in Leading Practice Management Software
At Bookkeeping Matters, our expertise extends across a wide range of top-tier legal practice management software, including PC Law, CosmoLex, Leap, Clio, and QuickBooks. This diverse proficiency ensures that we can seamlessly integrate with your preferred systems, offering a tailored and efficient bookkeeping experience. Moreover, our commitment to staying ahead in the field means we continuously expand our expertise to include emerging tools and technologies. Whether you're adhering to a tried-and-true software or exploring new options, we are equipped and ready to deliver unparalleled service.
Effective Client Onboarding Process
Our onboarding journey begins with a complimentary initial consultation. Here, we delve into understanding your unique business needs and objectives.
Step 1: Initial Free Consultation
In this step, we focus on getting to know you, your business, and your specific accounting needs. This foundational understanding is crucial for tailoring our services to your requirements.
Step 2: Establish Service Scope & Terms
Following our consultation, we initiate the engagement process. This involves defining the scope of our services and agreeing on the terms of engagement, ensuring a clear and mutual understanding of the path ahead.
Step 3: Implementation and Acclimation
The final stage encompasses two key phases: implementation and acclimation. During implementation, we assign the most suitable team members to your account and secure access to necessary documentation and digital assets, such as CRA online access. In the acclimation phase, we immerse ourselves in your specific processes, offering insights to optimize procedures. Once aligned, we commence with our routine of ongoing, high-quality services.