What I do.

Tailored Practice Support provides bookkeeping and administrative services designed specifically for small law firms. Services are customized to your practice’s workflow and can be structured as ongoing monthly support or project-based assistance.

The focus is simple: accuracy, organization, and consistency.

  • The goal is clean, reliable financial records that allow you to make informed decisions without digging through disorganized data.

    Monthly Reconciliations

    • Bank account reconciliation

    • Credit card reconciliation

    • Review of transaction accuracy

    Trust Account Tracking (IOLTA Awareness)

    • Tracking deposits and disbursements

    • Matter-level tracking support

    • Assistance maintaining organized trust records

    Expense Categorization & Financial Organization

    • Clean chart of accounts

    • Consistent expense coding

    • Clear reporting structure

    Financial Reporting Preparation

    • Monthly summaries

    • Income and expense overviews

    • Accounts receivable tracking

  • Structured billing processes reduce delays, confusion, and unnecessary write-offs.

    Invoice Preparation

    • Drafting invoices based on time entries

    • Formatting and proofreading

    • Ensuring consistency and clarity

    Payment Tracking

    • Monitoring outstanding invoices

    • Recording payments

    • Maintaining accurate balances

    Accounts Receivable Follow-Up Support

    • Identifying aging invoices

    • Preparing follow-up communication drafts

  • Organized systems reduce risk, increase efficiency, and protect your time.

    File Management & Organization

    • Digital file structuring

    • Naming conventions

    • Folder system development

    • Ongoing maintenance support

    Data Entry & Documentation

    • CRM updates

    • Client intake data entry

    • Spreadsheet organization

    Document Formatting & Preparation

    • Clean, professional formatting

    • Template standardization

    • Document consistency support

    General Operational Support

    • Workflow organization

    • Process refinement

    • Administrative backlog cleanup

Who needs me.

Tailored Practice Support works best with:

  • Solo attorneys

  • Small firms (1–10 attorneys)

  • Growing practices that need operational structure

  • Firms not ready to hire full-time administrative staff

  • Firms that need project-based structured intervention such as:

    • Bookkeeping clean up projects

    • Administrative systems overhaul

    • Billing workflow restructuring

    • File reorganization

If your practice is expanding but your internal systems have not caught up, structured support can stabilize operations quickly.