HOW WE WORK

brown wooden 9-piece office table and chairs

OUR WORKING RELATIONSHIP

We aim to build long-term working relationships with the law firms we support.

Bookkeeping and trust account management require consistency, accuracy, and reliability, and we work closely with our clients to ensure that their financial systems are properly maintained over time.

ELEVATE Legal Accounting operates as a professional service provider, and we approach our work with the same level of care, structure, and professionalism expected in a legal environment.

REMOTE AND SECURE

We work remotely using secure systems and cloud-based software, allowing law firms to access their financial information when they need it, while we manage the bookkeeping and reconciliations in the background.

WORKING WITH ELEVATE LEGAL ACCOUNTING

1. Initial Consultation

We begin with a consultation to understand your law firm, your current bookkeeping setup, and your specific needs. During this stage, we identify whether you require ongoing bookkeeping, trust account management, system setup, or clean-up services.

2. Review and Assessment

We review your existing bookkeeping systems, trust accounts, and financial records to identify any gaps, issues, or areas that require attention. This allows us to understand the current state of your books and determine the work required.

3. Service Package Recommendation

Based on our assessment, we recommend a service package tailored to your firm. This ensures that your bookkeeping, trust accounts, and financial administration are handled at the appropriate level of support.

4. System Setup or Clean-Up

If necessary, we set up your bookkeeping system or bring your books up to date. This may include organising accounts, setting up a structured chart of accounts, and ensuring that trust accounts and reconciliations are properly structured.

5. Ongoing Bookkeeping and Trust Account Management

Once everything is set up and up to date, we provide ongoing monthly bookkeeping, trust account reconciliations, and financial reporting. This ensures that your books remain accurate, compliant, and up to date.

6. Monthly Reporting and Communication

You receive clear monthly financial reports, and we remain available for communication and support. Our goal is to ensure that you always have a clear understanding of your firm’s financial position.

GET STARTED

If you would like to discuss how ELEVATE can support your law firm, the first step is to book a consultation.

REQUEST A DISCOVERY CALL