Project-Based Services to Optimize Your Legal Firm Finances

Consultance Accounting Services works closely with legal firms to provide outsourced accounting and financial management services using fully integrated accounting systems.

We understand that a complete change to your accounting function can be a large undertaking. That is why we have designed specifically defined projects to help you in your most mission-critical areas. Consultance will help you on a project basis in any one or all of the following areas to help advance your accounting and financial reporting capabilities. Download more information here about the following services:

IOLTA Trust Account Analysis

  • Design and update trust accounting policies and practices
  • Clean up and reconciliation of trust accounts
  • Creation of standard trust accounting reports
  • Compliance with state and legal requirements

Financial Dashboard with KPIs

  • Design and build custom financial dashboard tools
  • Connect source financial systems to customized financial dashboard tools
  • Create a maintenance plan to support dashboard revisions and request

Financial Budgeting, Forecasting & Cash Flow Analysis

  • Create budget and cashflow Forecast
  • Analysis of revenue and cost drivers
  • Accounts receivable and cashflow analysis

Employee ROI Analysis

Design a custom financial tool that is used for:

  • Planning staffing and hiring
  • Analyzing financial performance by staff member
  • Establishing employee bonus and incentive pay programs

Learn more about how Consultance can help you tackle these critical projects to improve your accounting operations and financial analysis capabilities.

How Can We Help You?