Foundation Tier – Solo & Startup

Service Description

Ideal Client: Solo attorneys or 1–2 person firms just starting out, highly cost-conscious. Deliverables: - Core bookkeeping in QuickBooks (monthly reconciliations, expense categorization, trust/IOLTA compliance). - Monthly bank & credit card reconciliations. - Basic compliance reporting (P&L, Balance Sheet, Cash Flow). - Annual 1099 prep. - Email support, 2 business-day turnaround. Value: You didn’t go to law school to spend hours balancing your books. The Foundation Plan keeps your firm compliant, accurate, and audit-ready — so you can focus on practicing law. We handle your day-to-day bookkeeping, monthly reconciliations, and trust account compliance to ensure your firm stays in good standing with the bar, without the stress of year-end surprises. Pricing: Flat monthly fee, e.g. $500–$750/month depending on transaction volume.