Predictable Flat-Rate Pricing for Law Firms and Medspas
Stop wasting time with generalist bookkeepers who don't understand your niche. Our Value-Based Packages are built around the rigorous compliance needs of Law Firms and the unique revenue challenges of Medspas.
Specialized, Value-Based Pricing for Law Firms and Medspas
Flat-Rate, Fixed-Term Confidence
Transparency isn't a feature, it's the foundation of how we work. Every bookkeeping engagement with us is structured around a flat, predictable monthly fee. This means you receive industry-specialized expertise without the hourly surprises or hidden costs that disrupt your budget.
Simple and Fair Terms
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Fixed Monthly Investment: Your price is locked in for the month, regardless of how much time we spend on your files (unless you exceed the agreed-upon transaction cap for your tier).
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Annual Contracts, Monthly Billing: Our standard contracts are one year to ensure consistency and deep operational knowledge, but we only bill month-to-month.
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Risk-Free Cancellation: If you ever need to end the engagement, we only require a 30-day written notice. The only charge during that period is the final monthly fee, no penalties and no fine print.
Predictable pricing isn't just convenient; it's how profitable, healthy businesses plan and grow.
Clean-Up
$249/mo
For books that need to be brought under control before we start fresh. Be it months or years, we can help catch-up your books.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Book Setup Including Chart of Accounts, Opening Balances, and Tax Document Package for your CPA
Fiscal Year Required, Starting at
Enterprise
$699/mo
For those ready to command their financials: advanced reporting, multi-entity oversight, and tailored customer support.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Priority Customer Support
200+ Monthly Transactions
MSO or IOLTA Accounting
Billed Monthly, Starting at
Foundation
$299/mo
For businesses that need control: steady, accurate, monthly bookkeeping with clear reconciliations and reliable reporting.
Includes:
_____________________________________________________________________
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Billed Monthly, Starting at
Our Core Law Firm Bookkeeping Plan Includes:
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Operating and IOLTA Accounts: Management and meticulous separation of both your firm's operating funds and client trust funds.
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Trust Fund Categorization (IOLTA): Transactions are reviewed and coded to ensure strict adherence to State Bar IOLTA/Trust Accounting rules. This essential separation prevents commingling, tracks client liabilities accurately, and simplifies the process of allocating funds upon case settlement.
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Client Cost Tracking: All reimbursable expenses are accurately coded to the specific client matter/case, ensuring timely and correct recovery of advanced client costs.
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Monthly Three-Way IOLTA Reconciliation: We perform the monthly reconciliation of your Operating Account, Client Trust Account (IOLTA), credit cards, and payroll transactions to ensure all transactional data is captured and verifiable.
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Monthly Operating Accounts Reconciliation: We reconcile all bank accounts, credit card processors, and payroll transactions to ensure that all transactional data is captured.
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Financial Reporting: We deliver a Profit and Loss report and a Balance Sheet for each entity per month.
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Industry Specific Knowledge: Our expertise is focused on the legal industry’s ethical and financial obligations, ensuring accurate classification of retainer fees, firm expenses, and compliance documentation per the CA Bar requirements.
Law Firm Bookkeeping and IOLTA 3-Way Reconciliations from $699.00 per Month*
In the legal world, financial compliance isn't optional, it's essential for minimizing risk and protecting your license. Our specialized plans eliminate the guesswork of hourly billing. We provide fixed-fee solutions expertly tailored to manage the demands of IOLTA trust accounting, client cost tracking, and complex partner reporting.
*Includes both the Operating and IOLTA bookkeeping. For law firms with high transaction volume (over 200 operating transactions per month or more than 50 settled matters per month) or more than two partners/entities, pricing will be customized following a consultation.
Our Core MedSpa Bookkeeping Plan includes:
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Management Service Organization (MSO) and Professional Corporation (PC) bookkeeping.
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Categorization: Every financial event is meticulously reviewed and coded to ensure that treatment package sales and gift cards are tracked as unearned revenue liabilities until the service is delivered. This essential precision avoids the common error of overstating your income and provides an accurate view of your actual month-to-month profitability and cash position.
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Monthly Reconciliation: We reconcile all bank accounts, credit card processors, and payroll transactions to ensure that all transactional data is captured.
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Financial Reporting: We deliver a Profit and Loss report and a Balance Sheet for each entity per month.
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Industry Specific Knowledge: Our expertise is focused on the MSO/PC business structure, ensuring accurate accounting for management fees, due to/from accounts and inventory.
MSO & PC MedSpa Bookkeeping
$599.00 per Month*
To deliver the financial precision and foundational structure the MedSpa industry demands, our specialized plans are fixed-fee and based on the complexity of your business model, not on billable time.
*Includes both the PC and MSO books. For MedSpas with high transaction volume (over 200 per month) or more than two entities, pricing will be customized following a consultation.
Need Bookkeeping Outside of Our Core Niche?
While our primary expertise is built around the complex compliance and revenue demands of Law Firms and Medspas, we do offer limited, high-touch services for select businesses in other industries. If your business falls outside of our core niches, please see our standard monthly bookkeeping plans below.
Foundation
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For businesses that need control: steady, accurate, monthly bookkeeping with clear reconciliations and reliable reporting.
Starting at
(billed monthly)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
$299/mo
$699/mo
Enterprise
___________________________________________
For those ready to command their financials: advanced reporting, multi-entity oversight, and tailored customer support.
Starting at
(billed monthly)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Priority Customer Support
200+ Monthly Transactions
MSO or IOLTA Accounting
$249/mo
Clean-Up
__________________________________________
For books that need to be brought under control before we start fresh. Be it months or years, we can help catch-up your books.
Starting at
(fiscal year req.)
Includes:
Dedicated Chief Bookkeeping Officer
Reconciliation of All Accounts
Categorization of All Transactions
Financial Reporting
Book Setup Including Chart of Accounts, Opening Balances, and Tax Document Package for your CPA
Client Testimonials
"Before finding Marc, I went through 3 bookkeepers. Law firm accounting is just different; we're special in our own way. Marc understood the IOLTA requirements..."
Ross
Owner of a Los Angeles Area Law Firm
"My business is rather unique (like myself) but my bookkeeper wasn't stumped. Now I don't have to wing it anymore, my QuickBooks Online account finally works."
Cleo
Owner of a West Hollywood Studio
"Look, I know skincare and I don't know accounting. It was a grey area for the longest time until I met my CBO and now my books aren't a mystery anymore, thank you!"
Samantha
Operator of a Newport Beach MedSpa
Transparent Pricing
Flexible Packages
Our flat monthly rates are tailored to fit most any business size and budget.
Value Driven
Choose from a standard package or customized one for your specific needs.
No Hidden Fees
Predictable, fixed monthly pricing without any surprises or hidden fees.
Competitive Pricing
Quality bookkeeping that doesn't compromise your financial visibility.
Advanced Bookkeeping
Add-Ons
For firms that need more than standard month-end bookkeeping, our advanced accounting add-ons extend your financial visibility and control. Whether it’s managing payables and receivables, reconciling trust accounts, or preparing 1099s, these services add structure where it matters most in the day-to-day flow of your business. Each add-on integrates seamlessly with your regular bookkeeping, handled by the same team that already understands your books.
Accounts payable and receivable tracking ensure that every bill and payment moves through a consistent, documented process. Weekly bookkeeping and reconciliations keep your data current, not just accurate at month-end but reliable all month long. For law firms, we perform full IOLTA three-way reconciliations to maintain compliance. And at year-end, our 1099 preparation ensures every vendor record is accurate and ready for filing without last-minute stress.
Accounts Payable
Accounts Receivable
Weekly Bookkeeping & Reporting
Form 1099 Preparation and Filing
IOLTA 3-Way Reconciliation
Schedule a Consultation
Ready to find out how your business having its own Chief Bookkeeping Officer can help?