Clio Setup and Management

Successful law firm partners recognize the vital importance of having a seasoned advisor on their team who can offer more than just basic accounting services. That’s why law firms, legal practitioners, and related professionals in the legal industry turn to Counsel CPAs for their accounting, tax, and law firm management needs. Whether you run a small practice or an established firm, our expertise and resources can help you foster growth and provide the guidance required to achieve your business goals.

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IOLTA Reconciliation

Those with IOLTA may have experienced how tedious and specific accounting may be. Unlike other industries that follow regular procedures and standards, accounting for IOLTA requires unique actions to maintain compliance with ABA regulations. Even one slight incorrect move may force tedious reparations to reinstate your rights to practice law.

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Advisory Services

We take our clients security very seriously. That’s why we partner with companies who use AES-256 bit encryption to make sure your personal and business information stay secure and private. AES-256 bit encryption is the same level of encryption banks use to secure your financial information. Alongside this level of encryption our team is continuously trained to be on the lookout for scams, phishing attempts, malware attempts and identity theft.

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Back Office Management

Back office operations are non-core business processes such as accounting, bookkeeping, check writing, and payroll which are vital to a business but do not produce revenue.


Accounting & Tax Strategy

At Counsel CPAs, we understand that running a business is more than just collecting revenue. That’s why we help businesses like yours focus on billable hours while we take care of accounting, tax planning, other important business services all while advising on key performance indicators. With our guidance, you’ll have full control of your business and be able to make smarter financial decisions.

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