Pricing · Plans
Simple, structured support based on what your firm needs.
Every firm is different, but the goal is the same: accurate books, clean systems, zero guesswork.
Tier 01
Foundation
Clean books, consistent close.
- Monthly bookkeeping
- Financial reports (P&L, Balance Sheet)
- Basic reconciliation
- Monthly review call (30 min)
Most firms choose this
Tier 02
Compliance
The attorney-grade standard.
- Everything in Foundation
- Trust account management (IOLTA)
- Monthly 3-way reconciliation
- Audit-ready documentation
- Client ledger oversight
Tier 03
Control
Full oversight for growing firms.
- Everything in Compliance
- Advanced reporting & KPIs
- Cleanup & catch-up support
- Priority access & response SLA
- Quarterly strategic review
Not sure where you fit? We'll help you pick, no hard sell. Pricing is scoped to transaction volume, trust activity, and reporting depth.
Find Your Fit
Find the right level of support for your firm.
We'll walk through where things can be stronger, no pitch, no pressure.