⚖️ Trust Account In Balance?
Free Bookkeeping Review for Law Firms
✅ Process improvements · ✅ Cleanup insights · ✅ No strings attached
🚨 Limited openings available
Can’t find a time that works? Send me a message
“Ken caught several trust accounting issues we didn’t even know we had and helped us clean everything up.”
— TX Law FirmLet's take a look at your law firm's books - no pitch, just practical insight.
During this free 30-minute session, I'll review your current bookkeeping setup — whether you're using Clio, QuickBooks, spreadsheets, or nothing at all.
We'll Cover
- Trust accounting gaps
- Cleanup opportunities
- Workflow improvements
Who This is For
- Solo and small firm attorneys
- Anyone using Clio + QuickBooks
- Firms with inherited messy books
Got Questions?
Send a Message
Top 5 Bookkeeping Mistakes Made By Small Law Firms
Avoid compliance mistakes that could cost your firm time, money, and trust.
What to Bring
- A quick rundown of how you’re managing your books — no need to prep anything fancy
- Any bookkeeping questions you’ve been meaning to ask (like trust accounting or 1099s)
Logistics
- Zoom link and calendar invite are sent automatically after booking
- Need to reschedule? Use the link in your confirmation email
What to Expect
- A quick review of your current setup and any problem areas
- Simple, actionable tips you can use — even if we don’t work together
- Clear next steps if you want help fixing or maintaining your books
Want help but not ready to book a call?
Share a bit about your bookkeeping setup and I’ll send you personalized recommendations. No call required.
Request Review Without a Call