Accurate Month-End Closes and Reliable Financial Reporting
PHG Advisory provides bookkeeping services for law firms that need accurate records, dependable reporting, and stronger financial organization. We help keep books current, improve reporting consistency, and maintain cleaner financial processes for day-to-day firm operations.
Bookkeeping Services for Law Firms
Schedule a Financial Consultation
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
Types of Law Firms We Work With
We support a range of law firms and legal practices that need cleaner books, clearer reporting, and better financial organization. This includes solo attorneys, boutique firms, growing multi-partner practices, and more established legal teams across a variety of practice areas. Whether a firm is managing steady recurring work, contingency-based matters, or a mix of billing structures, we help create stronger bookkeeping processes and more dependable financial records.
Financial Challenges We Help Law Firms Solve
We help solve common bookkeeping and reporting issues that can create unnecessary complexity and make it harder to manage the financial side of the firm, including:
- Messy or outdated books
- Delayed or inconsistent month-end closes
- Weak or unreliable financial reporting
- Limited cash flow visibility
- Difficulty understanding firm profitability
- Backlogged transaction processing
- Reconciliation issues
- Financials that are not organized for CPA coordination or partner planning
What Makes Us Different
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.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
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.
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 | ✓ |
Case Studies
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.