PHG Advisory provides bookkeeping support for law firms that need dependable financial organization, cleaner reporting, and accurate month-end visibility. We help firms maintain organized financial records, improve reporting consistency, and create stronger bookkeeping processes that support daily operations and long-term growth.
- Flat Monthly Fee
- No Long-Term Contracts
- 24-Hour Response Guarantee
Bookkeeping Services for Law Firms
Schedule a Call
Schedule a Call and Receive a Complimentary Financial Health Assessment ($2,000 Value)
Case Studies
Testimonials
“PHG has transformed our bookkeeping by turning it into a tool used to monitor and steer the business. Instead of only using Quickbooks for tax filing, we now have the visibility and confidence in the numbers to uncover new opportunities and best position Amped for future growth. Outside of visibility and insightful financial reviews, PHG has assisted with the developing the compensation structure of our sales team, budget development, quoting best practices etc.. They have been great partners.”
Trey Flake
Amped Security
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
Donald Young
Central Florida Garage
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
Chad Hale
Hale’s Roofing
Meet Our CFOs & Bookkeeping Professionals
Logan Marita
Joey Ickes
Alan Donovan
Shane McCormick
Eric Suh
Tracy Jones
Colton Townes
Financial Support Built for Law Firms
Law firms manage trust accounts, retainers, case expenses, payroll, partner distributions, and ongoing operational overhead while trying to maintain accurate financial records and reporting. PHG provides bookkeeping support built around the way law firms actually operate.
We help law firms maintain organized books, cleaner reporting, and better visibility into the areas that impact cash flow, profitability, and day-to-day financial management.
Our bookkeeping helps bring clarity to:
- Retainer and trust account activity
- Billing and revenue tracking
- Case-related expenses
- Cash flow visibility
- Partner and owner reporting
- Growing teams and multi-attorney firms
What We Offer
| Scope of Work | Bookkeeping |
|---|---|
| Historical Quickbooks Cleanup | ✓ |
| Industry Specific Chart of Accounts | ✓ |
| Accrual Accounting Implementation | ✓ |
| Transaction Processing (AP / AR / Payroll / Bill Entry) | ✓ |
| Account Reconciliations | ✓ |
| Month End Close Management | ✓ |
| Basic Financial Statements | ✓ |
| Coordinate with CPA for Tax Prep | ✓ |
Why Law Firms Choose Us
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
MSO-Ready Financials
Clear books help law firms evaluate partnerships and MSO opportunities with confidence.
Our Process
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
FAQs
Do you work with different types of law firms?
What bookkeeping platform do you work with?
Can you help if our books are behind or need cleanup?
How do you coordinate with our CPA for tax prep?
Do you offer bookkeeping services nationwide?
How do fees and pricing work?
Ready for Clean, Reliable Financials Every Month?
We help law firms maintain accurate, up-to-date books with timely closes, reconciliations, transaction processing, and reliable financial reporting, without the cost of an internal hire.