Services

Providing Everything You Need

Legal Bookkeeping

• Client & Business Account Reconciliations Regularly reconciling balances to ensure accuracy and SRA compliance.

• Maintaining Client and Business Account Postings Accurately posting day-to-day transactions across both ledgers.

• Billing Generating and managing client invoices to support efficient cash flow.

• Purchase Ledger Management Recording and organising supplier invoices and payments.

• SRA Compliance Support Ensuring all entries and processes follow the Solicitors Regulation Authority Accounts Rules

. • Financial Record-Keeping Meticulous upkeep of accounting records for audit readiness and transparency.

Monthly Management Accounts Preparation of accurate financial statements including profit & loss, balance sheet, and cash flow summaries. Budgeting & Forecasting
Assistance with annual budgets, financial projections, and cash flow planning to support business growth.
KPI Tracking & Reporting Monitoring key performance indicators tailored to your firm’s goals.
Cost Control & Profitability Reviews Identifying opportunities to reduce expenses and improve margins.
Credit Control & Debtor Management Managing aged debtors, sending follow-ups, and supporting cash collection processes.
VAT Returns & MTD Compliance Preparation and submission of VAT returns in line with HMRC’s Making Tax Digital requirements.
Variance Analysis Comparing actual results against budgets and forecasts to help you stay on track.
Strategic Financial Oversight Providing regular insights and support to help your firm make confident financial decisions.

COFA Support & Guidance Assisting with Compliance Officer for Finance and Administration responsibilities, including SRA regulatory oversight. SRA Audit
Preparation Preparing your firm for SRA audits with a focus on clean, accurate financial records and systems.
Xero Setup, Training & Customisation End-to-end support with Xero, including account setup, system customisation, user training, and troubleshooting.
Legal Accounts Software Training & Support Providing tailored support and training for accounting functions to optimise firm workflows.
Process Improvement & Finance Workflow Reviews Analysing and enhancing financial processes to improve efficiency and reduce risk.
System Transitions & Paperless Setup Guiding firms through digital transformation, including migrating to cloud-based platforms and paperless systems.
Bespoke Financial Reporting Developing tailored reports to provide meaningful insights for firm leadership and decision-making.
Project-Based Consulting Support for one-off projects such as firm setup, internal reviews, or system upgrades.