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.
Trust Compliant
Starting at $X/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
Full Close
Starting at $X/mo
For growing firms that want real monthly intelligence.
- Everything in Trust Compliant, 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
Fractional CFO
Starting at $X/mo
For established firms that want a financial partner, not a vendor.
- Everything in 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 Tracked
Starting at $X/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
Full Close
Starting at $X/mo
For practices that want to know what their book is really worth.
- Everything in Lien Tracked, 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
Fractional CFO
Starting at $X/mo
For multi-provider and multi-location practices building something bigger.
- Everything in Full 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
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.