Controller Services
There's a spreadsheet for trust, a different one for costs, and no one's sure which is current.
We bring structure to your firm's finance operations.
When your caseload grows, financial processes break down — trust entries get missed, cost advances go untracked, and reconciliation becomes a monthly fire drill. We step in to design and manage the workflows your firm needs: from trust account controls to settlement disbursement procedures.
Clean processes. Bar-compliant controls. No more question marks.
What's Included
As your firm's caseload grows, financial processes break down — trust entries get missed, cost advances go untracked, and reconciliation becomes a monthly fire drill. We step in to design and manage the financial workflows your firm depends on: from trust account controls to settlement disbursement procedures.
Trust account compliance controls and three-way reconciliation procedures
Settlement disbursement workflow design and documentation
Case cost advance tracking and approval processes
Month-end close oversight built for law firm revenue cycles
Internal controls and bar audit readiness reviews
Chart of accounts structured for legal practice (IOLTA, operating, costs)
Financial software recommendations optimized for law firm operations
You Can't Scale on Sloppy Systems
When systems are unclear or inconsistent, mistakes happen, people waste time, and decisions are made on unreliable data.
We bring clarity, structure, and consistency to your financial operations — so your books are clean, your processes are scalable, and your business can move forward without friction.
Step in
Identify gaps
Redesign
Measure Results
Continually Improve
Build Financial Controls That Protect Your Firm
If your trust account procedures are informal, your matter cost approvals live in a spreadsheet, or reconciliation is a monthly scramble — it's time to build systems that protect your firm. We'll step in, identify the gaps, and build the controls your firm needs to stay clean and compliant.
Law Firm Resources
Further reading on the financial and compliance topics that matter most to law firms.