Focus on your clients.
Let us focus on your books.
Outsource your firm’s accounting to our team of Filevine experts.
At Finance Skills, our team knows Filevine as well as we know bookkeeping—giving you a huge leg up on productivity, performance and results.
Whether you need accounting oversight for reconciliations and month-end close, or want full accounting services including settlement support, client invoicing, bill pay and payroll, we’ve got the multi-faceted expertise and options that have you covered.
Task us in your
Filevine workflows
Unlike most bookkeepers, ours are well versed in Filevine—enabling tremendous gains in efficiency. From building workflows to navigating case management, we can bridge your casework in Filevine with your financial work in QuickBooks.
Our specialists can also join your Filevine workflows and be tasked during important financial milestones, like case settlement reviews. Our deep knowledge saves you time.
Tap into higher responsiveness
We know that legal matters can evolve quickly.
As members of your core team, we’re available any day of your work week. Beyond regular accounting services, our engagement also includes bi-weekly meetings to drive continuous improvement.
With well-designed workflows and the use of our QuickBooks Connect integration, we deliver
case-related data to Filevine in real time. Our responsiveness keeps your casework moving.
Trust us for your
trust accounting
Keeping track of client funds and retainer fees can be daunting. Yet, it doesn’t have to be. We believe in full transparency in monitoring and reconciling trust accounts. We also believe in 100% accountability for our respective roles.
Although our team will perform the work, we expect our clients to understand the process and feel confident in reviewing it. Our transparency keeps trust funds safe.
Free Evaluation
It’s tough to know what it’s like to work with someone until you actually work together. So we make it easy. We offer a free
evaluation where we review your current situation and demo ways we may be able to help.
Bookkeeping Plans
Whatever your accounting needs, our expert team can help — to whatever degree you like.
We can start with a project and support your internal finance team.
Basic Support
Over-the-shoulder guidance for
your in-house teams
We work directly with your finance professional or in-house accounting team to build finance workflows with Filevine, QuickBooks Online, and QuickBooks Connect. At this level, we come alongside your in-house team to provide general training and support for basic functions.
QuickBooks Online walk-throughs
Training on QuickBooks Connect
Tracking case cost and trust accounts at
a case level in QuickBooks OnlineInvoicing from QuickBooks Online
Processing case settlement
Full-Service Core Support
Serving as a core team member for comprehensive support
Need us to carry more of the load? We can bring even more value by joining your team as an outsourced provider. Our work includes:
Building workflows with Filevine, QuickBooks Online and QuickBooks Connect
Establishing workflows for recording case costs
Assisting with case settlement tasks in Filevine (paying liens, cost reimbursement, settlement distribution)
Periodic review of case cost and trust reporting to ensure data flow into Filevine
General bookkeeping
Managing live bank feed and credit card accounts
Providing secondary review to ensure accuracy and financial accountability
Reconciliation: Monthly bank statements,
3-way trust accountsMonth-end and transaction reviews
Ad hoc projects
Bi-weekly meetings: Workflow reviews and feedback, financial reporting, continuous improvement
Core Premium Plus
Our full-service core support plus
some winning add-ons
Designed for those who want maximum accounting coverage and optimal efficiency, this plan provides everything from our full-service core support plan, plus some extras, including:
Payroll management
Establishing an employee expense reporting process for company credit cards and reimbursements (via Expensify or similar tool)
Day-to-day Accounts Payable clerk work
Day-to-day Accounts Receivable and collections clerk work