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ACCOUNTING SOLUTIONS FOR  GROWING
LAW FIRMS

Most law firms face the same financial challenges- IOTLA reconciliations, cash flow predictability, metric insight, etc. Many attorneys consume their valuable billable hours trying to do this themselves.

 

Jasper Accountancy takes the burden off lawyers' shoulders by specializing in precise accounting, proactive financial analysis, and savvy fractional CFO support designed specifically for attorneys. 

Lawyer frustrated with cash flow and accounting.jpg

These services can be tailored towards each firm's unique circumstances.

Bookkeeping

Ideal for one-person firms wanting to offload their bookkeeping.

  • Monthly bookkeeping, transaction categorization

  • Three-Way Reconciliations (Banks/Books/IOLTA)

  • Financial Statement Preparation: Balance Sheet and Income Statement

Check-Ins: Quarterly

2

The Essentials

Ideal for one-person firms wanting more support.

Includes everything in Bookkeeping, plus

  • Quarterly Tax Payment Support

  • Tax Filing - Fed & State for Business

  • Tax Filing - Fed & State for Individuals (Up to 2 Partners)​

Check-Ins: Quarterly

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3

Growth 

Ideal for growing firms wanting insight and visibility into their finances and operations. 

Includes everything in The Essentials, plus

  • KPI Dashboard Creation and Ongoing Support

    • (KPIs typically fall into 3 buckets for Law Firms: Financial, Case/Client, Productivity/Operational)​

  • 3-Year Forecasting

  • Scenario and Sensitivity Analysis

Check-Ins: Monthly

4

Full-Service

Ideal for growing law firms seeking hands-on, strategic financial leadership from a dedicated expert without the cost of a full-time CFO. 

Includes everything in Growth, plus

  • Cash Flow Tracking, 13-Week Forecast

  • Ad-Hoc Analyses

  • Workflow Modeling and Insight

  • Fractional CFO Availability

  • Goal-Based Metrics and Tracking

Check-Ins: Monthly

Jordan is certified with the Arizona State Board of Accountancy.

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