Accounting Support for Law Firms & Solo Attorneys


Clean books, organized tax filings, and clarity on cash flow—without slowing down your practice.

Common Problems We Help Solve

Law practices have a few accounting “pressure points” that show up over and over:

  • Inconsistent cash flow due to contingency or uneven billing cycles

  • Bookkeeping that’s behind (or unclear) when it’s time for taxes

  • Mixing personal and business spending

  • Quarterly estimates missed or underestimated

  • Unclear owner pay strategy for S-Corps

  • Difficulty tracking matter-related costs (for internal visibility)

Services That Fit Legal Practices

Bookkeeping & Monthly Close
Reconciliations and clean categorization so your reports are usable.

Tax Preparation & Planning
Individual and business returns prepared with proactive planning for estimates and deductions.

Advisory & Cash Flow Clarity
Simple dashboards and guidance so you understand what’s happening and what to do next.

Payroll Coordination (When Needed)
Support for setting up and coordinating payroll so it stays compliant and recorded correctly.

What “Good” Looks Like

  • You know your monthly profit and where the money went

  • Tax time becomes predictable (no scramble)

  • Clear separation of business vs personal

  • Better estimated tax accuracy and fewer surprises

  • A system you can sustain even during busy periods

What We’ll Ask For

To get started, we’ll typically request:

  • Last filed tax return(s)

  • Access to bank/credit card statements (or accounting access)

  • Entity type (individual, LLC, S-Corp, etc.)

  • Current bookkeeping status (up to date vs catch-up)

  • Any deadlines coming up (returns, extensions, filings)



Frequently Asked Questions

  • We can support your general business accounting and tax organization. If your jurisdiction requires specialized trust accounting procedures, we’ll align the workflow to maintain clean separation and reporting.

  • Yes—if you’re behind, we can scope a cleanup project first, then move into a monthly cadence.

  • Yes. Most clients are supported remotely with secure document exchange and scheduled check-ins.

Ready to get organized?

Use the contact form and tell us what you need. We’ll respond within 1 business day with next steps.

• contactus@grayfamilyadvisors.com

• (317) 644-3261