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Let’s Talk About Your Firm’s Bookkeeping

Start with a complimentary 30-minute discovery call to talk through your current bookkeeping setup, the systems you use, and where you need support.

You don’t need to know exactly which service is the right fit before reaching out. We’ll use the conversation to understand your needs and determine the best next step.

Serving small- to mid-sized law firms nationwide.

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What to Expect on Your Discovery Call

Your discovery call is your opportunity to give Mill Stone a clear picture of your firm’s current bookkeeping needs.

We may discuss:

Your current bookkeeping setup

Clio, QuickBooks, and other systems you use

Billing and retainer processes

IOLTA or reconciliation concerns

Cleanup or troubleshooting needs

The level of ongoing support you're looking for

You don’t need to know exactly which service you need before reaching out.

After the Call

Mill Stone will review your existing QuickBooks records to better understand the condition of your books and the work involved.
 

From there, you’ll receive a customized proposal outlining the recommended scope and pricing.

Ongoing Bookkeeping for Law Firms

​If you’re not ready to schedule a discovery call, use the form below to tell us a little about your firm, your current bookkeeping setup, and where you need support.

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