One flat monthly fee. Everything your practice needs.
No hourly billing, no surprise invoices. Choose the level that fits where your firm or practice is today — and upgrade as you grow. Every tier is delivered by a full-service accounting and tax firm with 20+ years in the PI niche, under strict confidentiality.
Attorney packages.
PI Trust Control
Typically $1,500–$3,000/mo
For solo and small firms that need the essentials done right.
- Monthly bookkeeping & bank reconciliations
- IOLTA three-way reconciliation, every month
- Client ledger maintenance
- Monthly P&L and balance sheet
- Annual tax preparation (firm)
- Email support
PI Full Close
Typically $3,000–$6,000/mo
For growing firms that want real monthly intelligence.
- Everything in PI Trust Control, plus:
- Full monthly close with cash-flow statement
- Case-cost tracking by matter
- Marketing cost-per-signed-case reporting
- Quarterly tax projections & planning
- Payroll coordination & partner draw tracking
- Quarterly review meeting with senior staff
PI Strategic Finance
Typically $6,000–$12,000+/mo
For established firms that want a financial partner, not a vendor.
- Everything in PI Full Close, plus:
- Settlement pipeline & cash-flow forecasting
- Entity, holding co. & compensation structure strategy (details)
- Financing & litigation-funding advisory
- Lender/investor packages & representation
- Monthly strategy meeting · priority access
- Owner personal tax planning included
Provider packages.
Lien Control
Typically $1,500–$3,500/mo
For single-location practices that need clean books and a managed lien book.
- Monthly bookkeeping & reconciliations
- LOP & lien receivables tracking
- Monthly P&L and balance sheet
- Annual tax preparation (practice)
- Email support
PI Practice Close
Typically $3,500–$7,000/mo
For practices that want to know what their book is really worth.
- Everything in Lien Control, plus:
- Reduction-adjusted expected-value reporting
- Lien aging & referring-firm scorecards
- Cash vs. lien revenue mix analysis
- Quarterly tax projections & planning
- Payroll coordination
- Quarterly review meeting with senior staff
PI Growth Finance
Typically $7,000–$15,000+/mo
For multi-provider and multi-location practices building something bigger.
- Everything in PI Practice Close, plus:
- Multi-entity/multi-location rollups & consolidated reporting
- Cash-flow forecasting for long collection cycles
- Equipment & expansion financing analysis
- Lender/investor packages & representation
- Monthly strategy meeting · priority access
- Owner personal tax planning included
Most engagements start with one of these.
PI Financial Diagnostic
Typically $1,500–$5,000
Review of records, systems, trust or lien exceptions, and reporting gaps — producing a concrete implementation scope.
Cleanup & Conversion
Typically $3,000–$25,000+
Rebuilding books, catching up closes, and converting systems so the monthly engagement starts from clean numbers.
IOLTA / Lien Remediation
Typically $5,000–$30,000+
Reconstructing trust histories or lien books that have fallen behind — quiet, methodical, confidential.
Number of entities and locations · number of operating and trust accounts · settlement or lien volume · number of source systems · condition of existing books · reporting deadlines · forecasting needs · tax-return complexity · meeting cadence · capital or transaction support.
Raising money? We build the case — and sit at the table.
Our clients have raised millions of dollars to grow and expand their entities on the strength of financials and business plans we prepared. Capital engagements are scoped per project on top of any monthly package.
Business Plan Development
Investor- and lender-grade plans with projections built from your real monthly numbers — the kind underwriters take seriously.
Financing Packages
Historical financials, projections, valuations of your lien book or case inventory, and every supporting schedule diligence will request.
Banker & Investor Representation
We work directly with bankers, lenders, and investors on your behalf — joining calls, fielding questions, and defending your numbers through closing.
Your numbers never leave the room.
We serve attorneys and the providers who treat their clients — often in the same city, sometimes on the same cases. That only works because confidentiality is absolute: strict internal information walls, no sharing of client data across engagements, and discretion that 20+ years of relationships in this industry have been built on. It's why some of the biggest names in Georgia trust us with their books.