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Services & Pricing

At Counsel CPAs, we believe that the best-run law firms aren't the ones doing everything themselves — they're the ones who know exactly where to focus. Our service packages are built around the unique financial and operational demands of law firms at every stage of growth, from boutique practices finding their footing to established firms ready to scale.

We take the day-to-day accounting and back-office operations off your plate so your attorneys can stay focused on what they do best: billing hours, serving clients, and growing the practice. Whether you're looking for foundational bookkeeping support or a fully integrated financial partnership, there's a package designed for where you are — and where you're headed.

Team High-Five

  • Initial Business Checkup

  • Monthly bookkeeping services: Data entry, categorization and reconciliation of bank and credit card accounts

  • Monthly financial reporting

  • IOLTA (non- three way reconciliation)

  • Unlimited email and phone correspondence with the Counsel Team

  • Annual 1099 reporting for payments from both operating and client trust accounts. (Includes up to 50 payees)

LAUNCH

  • Initial Business Checkup

  • Monthly bookkeeping services: Data entry, categorization and reconciliation of bank and credit card accounts

  • Monthly financial reporting

  • IOLTA (non- three way reconciliation)

  • Unlimited email and phone correspondence with the Counsel Team

  • Annual 1099 reporting for payments from both operating and client trust accounts. (Includes up to 50 payees)

Book a Consultation

For firms establishing their financial foundation

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The Launch package is designed for growing practices that need clean, reliable financials without the overhead of a full accounting department. We handle your monthly bookkeeping, bank and credit card reconciliation, and financial reporting — giving you a clear picture of your firm's health every month. We also manage your IOLTA account and handle your annual 1099 reporting, so you stay compliant without losing billable time to administrative work. From day one, you'll have direct access to the Counsel team via phone and email.

  • Monthly bookkeeping services: Data entry, categorization and reconciliation of bank and credit card accounts

  • Monthly Financial Reporting

  • IOLTA (non- three way reconciliation) 

  • Quarterly Strategic Planning Meetings

  • Annual Tax Planning and Strategy Meeting

  • Business Income Tax Return Preparation and Filing

  • Individual Tax Return Preparation  and Filing

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

  • Payroll Services

  • Annual 1099 reporting for payments from both operating and client trust accounts. (Includes up to 50 payees.

  • IRS Notice Support

ELEVATE

  • Monthly bookkeeping services: Data entry, categorization and reconciliation of bank and credit card accounts

  • Monthly Financial Reporting

  • IOLTA (non- three way reconciliation) 

  • Quarterly Strategic Planning Meetings

  • Annual Tax Planning and Strategy Meeting

  • Business Income Tax Return Preparation and Filing

  • Individual Tax Return Preparation  and Filing

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

  • Payroll Services

  • Annual 1099 reporting for payments from both operating and client trust accounts. (Includes up to 50 payees.

  • IRS Notice Support

Book a Consultation

For firms ready to grow with intention

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The Elevate package goes beyond keeping the books clean. This is where financial management becomes financial strategy. In addition to everything in Launch, you'll meet with our team quarterly to review performance, plan ahead, and make decisions backed by real data. We'll handle your business and personal tax returns, provide proactive and in-depth tax planning, and manage payroll — all under one roof. Receiving IRS or other notices - we'll handle those too, because your focus should be on growing your firm.

  • Monthly bookkeeping services: Data entry, categorization and reconciliation of bank and credit card accounts

  • 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

  • Individual 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

CONCIERGE

  • Monthly bookkeeping services: Data entry, categorization and reconciliation of bank and credit card accounts

  • 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

  • Individual 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

Book a Consultation

For established firms that want complete financial partnership

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The Concierge package is our most comprehensive offering — a true back-office partnership for firms that are serious about operational excellence and scalable growth. We take on everything: accounts receivable management, accounts payable, three-way client trust account reconciliation, and KPI reporting that gives you the visibility to run your firm like the business it is. With Concierge, you're not just getting accounting services — you're getting a financial team embedded in your firm.

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