Data Clean-ups, Troubleshooting and Customization
Special Projects and Ad Hoc Support
Not every financial need fits into a monthly routine. Sometimes your firm faces a discrete project, an unexpected backlog, or a complex task that requires specialized attention outside your day-to-day bookkeeping.
When those needs arise, we step in to provide targeted, project-based support without requiring a long-term engagement.
Common Projects We Handle
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Historical Cleanup: Reconciling past-due accounts, untangling messy ledgers, and bringing historical books up to date for taxes or audits.
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Trust Reconciliation Audits: Reviewing and matching three-way trust accounts to ensure absolute compliance and catch discrepancies early.
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Software Migration & Setup: Transferring records, structuring charts of accounts, and integrating legal software platforms correctly from day one.
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Tax & Audit Preparation: Organizing and compiling comprehensive schedules, receipts, and documentation so your CPA can work efficiently.
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Custom Financial Modeling: Building specialized spreadsheets, tracking tools, or ad hoc reports for specific firm decisions or partner meetings.
How It Works
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Scope: We review your specific goal, timeline, and deliverables so you know exactly what to expect.
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Execute: Our team handles the heavy lifting, working directly with your data and systems with minimal disruption to your daily practice.
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Hand Off or Transition: We deliver the completed project, and provide a clear walkthrough of the results.
You get expert assistance precisely when you need it; flexible, efficient, and scoped to your exact requirements.