A legal bookkeeper manages the day-to-day recording of financial transactions, such as invoices, payments, and receipts, while specializing in client trust accounting, trust account reconciliations, and ensuring compliance with legal financial regulations. An accountant takes a broader role by preparing financial statements, analyzing financial data, submitting taxes, ensuring compliance with tax laws, and assisting with tax planning and audits.

We will begin by providing you with a vendor services agreement with a confidentiality clause. Once the agreement is signed, we will share detailed onboarding instructions for granting “view-only” access to your bank and credit card accounts. Additionally, we will need access to your credit card processor and payroll accounts to ensure seamless setup and operation.

We don’t offer rigid service levels but work with you to tailor our services to your specific bookkeeping needs. Our offerings range from daily full-service bookkeeping to monthly reconciliations and everything in between.

Tandem charges an hourly rate for services.

Tandem prepares all required IOLTA reports and bank reconciliation documents. Additionally, we retain all matter-related payment documentation. We can keep copies of all receipts for year-end purposes on a firm-by-firm basis.

Tandem prepares all year-end reports and financial statements to provide to your CPA.