Bookkeeping built for law firms, by someone who works in Virginia and knows what your bar expects.

Most firms come to us for one of three reasons. They wait too long for their numbers. They can't read the reports they do get. Or nobody is really watching the trust account and everyone is hoping it's fine. We fix all three, in that order. We call it the Cypress System.

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The Cleanup

Step 1: Get it Right

Before we can build you a financial foundation, we need to know what we're working with. If your books haven't been touched in months, were handed off mid-year, or have been running on a combination of guesswork and good intentions, you're not alone, and you're exactly who this is for.

The cleanup starts with a full diagnostic. We reconcile every bank and credit card statement, correct miscategorized transactions, and rebuild your chart of accounts around how a law firm actually operates instead of a generic small business template. Client cost advances get moved where they belong. Trust and operating activity get separated properly.

What you end up with is a baseline you can trust: a balance sheet that holds up, expense categories that reflect how your firm really runs, and financials ready for your CPA, your lender, or your own peace of mind.

Cleanup is available as a standalone project if you just need a fresh start, or bundled with ongoing service so the transition is seamless. Either way, you know exactly where you stand before we go forward.

The Dashboard & CFO Reporting

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Step 2: Keep it Current

Once your books are in order, we keep them that way. Every month we handle the full cycle: transaction categorization, bank and credit card reconciliation, financial statement preparation, and a review of anything that needs your attention.

For your trust account, that means three-way reconciliation every month, tying the bank, the books, and every individual client ledger to the penny. Trust and operating funds stay cleanly separated. Your records are kept the way the Virginia State Bar expects them to be kept, so if anyone ever asks, the answer already exists.

Nothing waits until tax season. Nothing sits half-finished into the next month. Your books are not a project we get to eventually. They're a living record, maintained with the same care every single month.

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Ongoing Bookkeeping &

Financial Management

Step 3: Know Where You Stand

Most bookkeepers hand you a report. We hand you a command center.

Your client dashboard is a private, secure portal that puts every number that matters in one place, updated monthly and built around your firm.

  • Quarterly tax planning. See where your federal and state estimated taxes are tracking, calculated from your actual numbers, with direct payment links and a tracker so you always know which quarters are checked off.

  • YTD tax accumulation. Watch your liability build across the year so you can plan around it instead of reacting to it.

  • Actual take-home. What you're keeping after taxes, draws and expenses. Not revenue. Not profit on paper. What reaches your personal account.

  • Business health score. A plain-language read on where the firm stands, with the full breakdown behind it.

  • Secure documents and messaging. Upload and receive financial documents through the portal, and get answers without digging through email threads.

  •  CFO-level reporting. Cash burn with a runway calculator. AR aging broken into current, 30, 60 and 90-plus. Payroll as a percentage of revenue tracked over time so you can catch ratio creep early.

  • Net take-home history month over month.

 This is the visibility growing firms pay fractional CFOs thousands a month for. It's included in every ongoing engagement.

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Who do we work with?

Section 4: Who We Work With

We work exclusively with law firms. That focus is deliberate. Legal bookkeeping has rules other industries don't, the software is different, and the cost of getting it wrong is steeper than a bad quarter.

Most of our firms are in Virginia, which is where we're based and where we know the bar's expectations firsthand. We work with firms elsewhere too, and the standard doesn't change.

Whether you're a solo with one trust account or a mid-size firm with a dozen attorneys touching it, the work is the same: trust handled correctly, books that stay current, and numbers you can actually use. If you're tired of bookkeepers who don't know the difference between earned and unearned revenue, we speak your language, and we know the stakes.