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.
Our Service Packages
At Finance Skills, we combine technical expertise with practical workflows so your team can stay focused on growth. Whether you’re laying a foundation, building systems, or scaling operations, we have a package designed for you.
Foundation: Core Accounting
Starting at $1000 per month
Build a rock-solid financial foundation you can trust.
Scalable support for accounts payable—we prep bills for your approval and payment (QuickBooks Bill Pay, Bill, or Ramp)
Credit card and expense tool management (Expensify, Ramp, and more)
Monthly three-way trust account reconciliations
Cleanup projects available (scoped separately)
Build: Accounting Launch Support
Starting at $2500 per month
Launch with confidence, knowing your tools and workflows are built for success.
Get your finance tech stack working the way it should. We’re specialists in Filevine, QuickBooks Online, QuickBooks Connect, Ramp, Bill, Expensify, Gusto, and Justworks. We’ll help your team set them up and use them responsibly.
Flat monthly fee, no long-term contracts
Opening balance QuickBooks Online migrations
Create or merge your Filevine Project list with QuickBooks Customers
Tailored workflows for smooth collaboration between finance and operations
Hands-on guidance to build a sustainable, efficient system
Scale: Billing Administration
Custom pricing based on expected invoicing volume
Scale your firm with a billing process that’s efficient, client-friendly, and fully managed.
Let us take billing off your plate so you can focus on clients.
Draft bills, route them for edits and approval, and send to clients
Manage collections with professionalism and persistence
Fully leverage the Filevine billing cycle, including project funds (retainer/trust accounting) and Filevine payment tools
Certified Filevine specialists and QuickBooks ProAdvisors on your side