Below you’ll find answers to the questions we hear most often from law‑firm partners and service‑based business owners. If you don’t see what you’re looking for, reach out—we’re happy to help.
Yes. We follow state bar guidelines and three‑way reconciliation procedures to ensure every client‑ and matter‑level trust ledger matches your bank and compliance totals.
Most catch‑up projects are completed within 6-8 weeks days, depending on volume and data quality. We’ll give you a firm timeline after our discovery call.
We’re bookkeepers—not CPAs— we don’t file returns. However, we deliver year‑end, tax‑ready financials and collaborate directly with your chosen tax preparer to make filing seamless.
