Bookkeeping made easy
Solutions
In IOLTA We Trust
As a lawyer, you frequently deal with client trust accounts. We will work with you to make sure that these trust accounts are handled in compliance with legal regulations for the Florida Bar, and that client funds are kept strictly separate from operating funds in your accounts. We provide the three-way reconciliation of trust accounts that is required for maintaining the integrity of your books.
Advanced Client Costs
For law practices that deal with advanced client costs, it is vital to keep track of funds that have been paid by the practice and need to be recovered later from an award or settlement. We will ensure that all such funds are reconciled, reported, and categorized in accordance with court rulings.
Workflow
We do a review to determine the completeness and accuracy of your data, in order to decide how we can help you with your bookkeeping and billing needs. The next step is to design a great workflow system customized for your practice to save you time and money. In addition to QuickBooks Online®, we use HubDoc for document management and automated receipt storage, and law practice-related apps like Clio™ and LawPay for smooth processing of invoices, documents, and billing. We specialize in secure online cloud solutions that ensure that your data is safe.
With QuickBooks Online, Zoom virtual conferencing, integrated cloud apps, digital workflows, everything can be handled securely and remotely at your convenience.
Monthly Services
Onboarding
- One-to-one guidance on how to handle your part of the invoicing
- Billing workflow with QBO
- Integrating apps overview
- Digitizing receipts, bills, and invoices
- Making sure you and your staff feel confident using QBO and integrated apps
Customized Monthly Services
- Compliance-level bookkeeping, including: weekly account reconciliation; ongoing updates to books, bank and credit card accounts; and review of unmatched transactions
- Basic financial reports, including Profit & Loss and Balance Sheet reports, on a monthly basis
- Unlimited email
- Monthly business meeting
Additional Services
- Overview of advanced client costs
- Three-way reconciliation of trust accounts
- Data migration
- Staff training
- Support services
- Integrating apps
- Payroll entries
Special Services
Diagnostic Review
We will do an in-depth review of your books to detect trouble areas and transactions that need to be cleaned up. We will diagnose problems and determine the level of cleanup needed, detect transactions that need to be correctly classified, and give you guidance on how to perfect QuickBooks Online so that you can get timely and meaningful reports. Afterwards, we will meet with you to go over our analysis and recommendations.
Cleanup
If you have a backlog of work or problems with your books, we will help you get back on track. We will transform your books into an organized, efficient system that is compliant with Florida Bar regulations, by: standardizing the chart of accounts, transaction categories, and advanced client cost tracking; setting up 3-way reconciliation of trust accounts; establishing streamlined billing and invoicing processes; producing accurate profit and loss statements and balance sheets reports; and ensuring that you have a clear financial view of your law practice.
Setup
If you are new to QuickBooks Online, we will set everything up, customized to your business needs. This includes company configuration, setting up the chart of accounts and products/services list, importing vendors and customers, uploading your logo, and setting up opening account balances.
Pricing
NextDoor Bookkeeping customizes pricing based on your individual business needs. Pricing is dependent on the services that we provide and the complexity of the work.
Pricing for all our services is provided up-front. Monthly services are due on the first of each month and are automatically charged via draft using ACH.
NEXTDOOR BOOKKEEPING WILL BE AS DEVOTED TO YOUR BOOKS AS YOU ARE TO YOUR BUSINESS!
Legal Notice
Intuit, QuickBooks®, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.
Quick Links
- Home
- About Us
- Services
- Contact Us
Quick Contact
- +813 586 1619
- rossana@nextdoorbookkeeping.com
- Tampa, FL 33622
- Office Hours 10 AM - 4 PM Mon - Thur