Expert accounting solutions tailored specifically for law firms.
Our Services
1
IOLTA Trust Account Reconciliation & Compliance
Concerns:
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“I’m worried my trust account isn’t 100% compliant — I can’t afford a bar audit issue.”
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“Our client ledgers, bank balances, and trust accounts never seem to match perfectly.”
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“We don’t have time to chase down client costs, deposits, and disbursements every month.”
How We Help:
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Perform precise IOLTA reconciliations that fully align client ledgers, bank statements, and trust balances.
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Create audit-ready records to protect your firm from compliance risk.
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Implement systems that track every client dollar — no missing funds, no stress before audits.
2
Law Firm Bookkeeping & Financial Clarity
Concerns:
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“I don’t really understand where my firm’s money goes each month.”
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“Our books are behind — I can’t make good decisions without accurate numbers.”
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“Our accountant just gives reports, but I need insight.”
How We Help:
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Handle day-to-day bookkeeping built specifically for law firms (including advanced client costs).
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Deliver accurate monthly financials so you can see income, expenses, and profitability at a glance.
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Turn complex data into clear, actionable insights — helping you make confident business decisions.
3
Law Firm KPIs, Dashboards & Advisory Support
Concerns:
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“We never know which practice areas or cases are most profitable.”
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“Cash flow always feels tight — even when revenue is good.”
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“We don’t have time to analyze reports or plan ahead.”
How We Help:
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Build custom KPI dashboards that visualize your firm’s financial health.
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Provide cash flow tracking and forecasting to prevent surprises.
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Offer ongoing advisory sessions that help you grow profitably and strategically — not just stay compliant.
Schedule Your Free 15-Minute Consultation.
LATEST INSIGHTS
Why Firms Choose Us
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✔ Specialized for law firms – We understand IOLTA, client costs, and KPIs inside and out.
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✔ Compliance + clarity – Audit-ready reconciliations and reporting you can rely on.
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✔ Friendly-expert support – We explain things clearly, without jargon, so you feel confident.
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✔ Local presence – Based in Arnold, MD, we support firms throughout Annapolis, Baltimore, and beyond.
Who we are:
I’ve always had two callings: law enforcement and business. Growing up in a family of both police officers and entrepreneurs, I knew I wanted to follow in those footsteps. That path led me to a rewarding 20+ year career as a Corporal with the Annapolis Police Department, where service, accountability, and attention to detail were part of my everyday work.
While raising a family — my wife and our three daughters — I pursued my long-standing passion for business, earning a Bachelor of Science in Accounting from Towson University.
In 2018, after retiring from the police department, I transitioned into public accounting, joining Ellin & Tucker, a respected regional firm. There, I advanced to Senior Accountant/Auditor, serving clients across industries including construction, manufacturing, not-for-profits, 401(k) plans, and — most importantly for my future path — law firms and IOLTA trust accounts.
That experience deepened my expertise in compliance, financial reporting, and trust accounting, while sharpening my ability to spot risk and improve systems. Eventually, I returned to the Annapolis Police Department — this time not in uniform, but as their Accounting Manager, where I oversaw complex finances and combined both my law enforcement discipline and accounting expertise.
Today, through Medley Business Advisors, LLC, I bring all of that experience together to help law firms. I combine:
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The integrity and accountability of a police officer
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The technical expertise of an auditor and accountant
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The entrepreneurial mindset that drives me to help firms run stronger, more profitable practices
My mission is simple: to give law firms the clarity, compliance, and confidence they need, so they can focus on practicing law while knowing their books and trust accounts are in expert hands.
