Attorneys

For attorneys, we offer our full menu of established bookkeeping business services. In addition, we maintain the Trust Accounting and reports required by the North Carolina State Bar:

  • Monthly 2-way trust account reconciliation
  • Quarterly 3-way trust account reconciliation

We have educated ourselves on Bar requirements and participated in several (successful!) Bar audits.

Please take advantage of our complimentary consultation to pick our brains on the most common problems we see attorneys having with Bar requirements, no obligation (yes, we actually like talking about this stuff!).

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Focus on what you do best.
Gain peace of mind about your finances.

Fully insured and bonded

Certified Bookkeepers

Certificate in Non-Profit Management

Certificate in Project Management

Member of the American Institute of Professional Bookkeepers

Congrats To Our Clients!

How many of us can say we have our own official day? We were thrilled to learn that the Mayor of San Diego recently proclaimed April 19th would be known as Dr. David Ricketts Day in San Diego!

Dr. Ricketts was honored for his work in spurring innovation in cities across the globe. Congrats to Dr. Ricketts!

Many congratulations to Melissa and Lee Katrincic and the team at Durham Distillery on their induction to The Gin Guild in London. They are the only gin distillers from the American South to be inducted.

Durham Distillery was also named number two craft distillery in the USA by USA Today. Cheers to their amazing success!

10 Years of Grey Muzzle! The organization founded by Julie Dudley in 2008 and which has given over $1 million to help homeless and at-risk senior dogs reaches its 10-year anniversary. Congrats to all involved for their hard work!