We're More Than Just Accounting!
We know that you have more pressing issues to deal with besides handling the accounting for your firm or case. That's why we created Accounting Maxx.
Accounting Maxx is a simple fixed monthly price accounting service for lawyers, probate executors, and trustees in accordance with UTBMS, national standards, and/or state standards. It makes budgeting, tax planning, and court accountings easy and you can be assured you’ll receive great value for your money. Feel free to ask the occasional question during the month, it’s all included.
We have four service packages which include:
- Accounting system subscription, set-up, and support
- Monthly bookkeeping
- Reconcile bank accounts (attorney trust & operating accounts, living trust, and estate)
- In office meetings (we come to you)*
- Income tax reminder letters and administration
- Federal and state tax returns*
- Track income & expenses
- Capture & organize receipts
- Maximize tax deductions
- Bill & accept payments
- Track miles
- Send estimates and retainer agreements
- Track billings
- Audit Assistance
- Identity theft protection
- Tax debt relief
In addition to the previous services the starter package includes annual meetings, advisor package includes quarterly meetings & taxes, platinum package includes monthly meetings, time tracker, case budgets, case profitability reports, sales & sales tax tracking, and the elite package includes legal practice management. Learn more