SERVICES

At Tandem, we understand that managing the financial aspect of a law practice can be time-consuming and complex. We offer personalized and tailored legal bookkeeping and practice management services to help small and solo law firms streamline their financial processes.

Trust Accounting

  • •Manage trust transactions & transfers
  • •Prepare transaction documentation
  • •Maintain pre-reconciliation of trust account
  • •Reconcile bank statements
  • •Monitor uncleared items
  • •Prepare IOLTA reports for three-way reconciliation
  • •Maintain document retention

Business Accounting

  • •Enter & allocate business transactions
  • •Manage payroll and other liability accounts
  • •Maintain pre-reconciliation of bank and credit card accounts
  • •Reconcile bank statements
  • •Monitor uncleared items
  • •Maintain record retention of invoices/receipts
  • •Manage payees/vendors

Legal Accounting

  • •Process client/matter transactions
  • •Manage client costs
  • •Prepare client billing

Reports & Other

  • •Accounting Catch-up/clean-up
  • •Manage payees for 1099
  • •Year-end reports for tax prep
  • •Customize Chart of Accounts
  • •Prepare annual Budget & Cashflow reports
  • •Prepare Key Performance Indicator (KPI) reports