Bookkeeping and fractional CFO for attorneys
Your trust account, reconciled.
Your license, protected.
We handle your books, your monthly trust reconciliation and the numbers behind your firm. You get back to practicing law.
Free and no pressure. Takes about a minute.
You went to law school. Not accounting school.
Trust accounting slips are one of the most common reasons lawyers end up in front of the Bar. Most are honest mistakes. All of them are avoidable.
- 01Monthly means monthlyFlorida requires your bank statement, trust ledger and every client ledger to match. Every single month.
- 02The certificate deadlineYour annual trust certificate is due between June 1 and August 15. Miss it and your Bar status is on the line.
- 03Cash you can't seeContingency fees, costs you've advanced, slow paying clients. If the numbers live in your head, they're not working for you.
Free Trust Check
How Bar ready is your trust account?
Six quick questions. Answer honestly, nobody's grading you but you.
- 01Do you match your bank statement, trust ledger and client ledgers every month?
- 02Could you pull any client’s trust balance in under a minute?
- 03If you have two or more attorneys, is your written trust plan in place?
- 04Was your annual trust certificate filed between June 1 and August 15?
- 05Is firm money kept completely out of your trust account?
- 06Do you get a monthly P&L you actually read?
For self assessment only. Not legal advice.
What clients say.
“The team at MCMG has been a game-changer for my small business.”
“Their bookkeeping services have simplified my life.”
One team for your books, trust account and big decisions.
Trust reconciliation
Three way reconciliation every month, done right and documented, so you're ready the moment anyone asks.
- Bank, trust ledger and client ledgers matched
- Client ledgers reviewed matter by matter
- Written trust plan support for multi attorney firms
- Annual certificate reminders
Three way reconciliation
Client Trust Account
Monthly bookkeeping
Clean operating books in QuickBooks Online, kept completely separate from trust, with a monthly P&L you'll actually read.
Cleanup and catch up
Months behind? We rebuild and reconcile prior months, document any trust discrepancies and get you current.
Fractional CFO
Know which cases make you money. Profit by practice area, costs advanced, cash runway and hiring plans.
No. We’re based in South Florida and work with firms nationwide, fully remote. We know the Florida Bar rules especially well.
Usually not. We work in QuickBooks Online and alongside the practice management tools you already use.
Yes. Access is secure, you stay in control, and everything is handled confidentially.
Not at all. Catch up work is one of the most common things we do. We get you current first, then keep you there.
A finance partner a few hours a month. Cash forecasts, your most profitable case types, and planning for hires or growth.
Let’s get your books Bar ready.
Tell us a little about your firm and get a straight answer on where your trust account stands.
- Takes about a minute
- Matthew reaches out personally
- English or Spanish
- No pressure, no jargon
Prefer email? info@mcmgtax.com