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Service Packages

Peace of Mind

  • Monthly Bookkeeping Services

  • Monthly Financial Reporting

  • Quarterly Strategic Planning Meetings

  • Annual Tax Planning and Strategy Meeting

  • Business Income Tax Return Preparation and Filing

  • Unlimited Email and Phone Correspondence with the Counsel Team (24 Hour Response Time)

  • Payroll Services

  • Annual 1099 Reporting 

  • IRS Notice Support

  • No Contracts - Cancel Anytime

Our packages are designed to help law firms at different stages of their growth trajectory. We want to help our clients reach their goals by giving them back their billable hours while we focus on the operations and accounting. 

Aspire

  • Quarterly Bookkeeping Services

  • Quarterly Financial Reporting

  • Quarterly Strategic Planning Meetings

  • Unlimited Email and Phone Correspondence with the Counsel Team (48 Hour Response Time)

  • Annual 1099 Reporting 

  • No Contracts- Cancel Anytime

Freedom

  • Monthly Bookkeeping Services

  • Monthly Financial Reporting

  • Accounts Receivable Management (Billing)

  • Three-Way Client Trust Account Reconciliation

  • Accounts Payable Management

  • Quarterly Strategic Planning Meetings

  • Annual Tax Planning and Strategy Meeting

  • Key Performance Indicator (KPI) Reporting

  • Business Income Tax Return Preparation and Filing

  • Unlimited Email and Phone Correspondence with the Counsel Team (24 Hour Response Time)

  • Payroll Services

  • Annual 1099 Reporting

  • IRS Notice Support

  • No Contracts - Cancel Anytime

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