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Firmly Profits
Our Services
Fractional CFO and bookkeeping firm serving law firm owners all over the United States.
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Fractional CFO and Bookkeeping Services
for Law Firms

fractural CFO Helping

Fractional CFO Services

Firmly Profits provides outsourced fractional CFO services for law firms, giving firms expert financial leadership without the cost of a full-time CFO. The service includes budgeting, cash-flow management, forecasting, reporting, and strategic guidance to help firms improve profitability and grow.

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Legal Bookkeeper

Bookkeeping

Firmly Profits provides bookkeeping and records management services tailored specifically for law firms nationwide, helping attorneys maintain accurate, compliant financial records while freeing up time to focus on clients and growth. Their offerings include monthly bookkeeping, reconciliations, financial reporting, trust accounting, cleanup work, and broader financial guidance through fractional CFO support.

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trust accounting

Trust Accounting

Firmly Profits offers trust accounting support for law firms, helping them manage client funds properly through services like three-way reconciliations, client trust ledger setup in QuickBooks Online, and staff training on trust accounting procedures. The service is positioned as a way to keep trust accounts organized, support compliance with bar rules, and reduce the risk of errors or disciplinary issues.

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quickbooks for lawyers

QuickBooks for Lawyers

Firmly Profits helps law firms set up, customize, and optimize QuickBooks so it works for legal accounting needs like trust accounting, billing, payroll, reporting, and software integrations. They pair that with bookkeeping and fractional CFO support to keep the firm’s finances accurate, compliant, and efficient.

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Review Financial Reports

Diagnostic Review and Clean Up

Firmly Profits offers law firms a one-time diagnostic review of their bookkeeping to identify issues and provide a report on what needs to be brought up to industry standards, along with bookkeeping clean-up services that can go back multiple years to get the books current and accurate.

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Two individuals are engaged in discussion, with one pointing at a document while the other writes on it, in a bright office setting that includes a laptop, calculator, and a red cup.

Financial Health Review

Firmly Profits offers a financial health review service tailored to law firms that analyzes key financial data, billing practices, cash flow, profitability, and trust accounting compliance to uncover problems and growth opportunities. They pair that review with actionable guidance from law-firm-focused financial professionals, including fractional CFO and bookkeeping support, to help firms improve margins, cash flow, and long-term stability.

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Business woman or accountant making working audit with her team. finance and accounting concept.

Other Services

  • Sales tax filings
  • New business accounting setup with Quickbooks Online
  • Guardianship, probate and trust accounting
  • Independent financial review of business financials
  • Quickbooks Online training
  • Payroll services
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Pricing

Our services are offered as a package that is specifically tailored to your business or personal needs. Schedule a free 30 minute consultation to discuss how we can help you.