You built the firm. You shouldn’t have to guess how it’s doing.
Three questions, answerable at any moment: what happened, why it happened, and what you need to do next. We build the forecasting, reporting, and trust-accounting machinery that makes those answers routine.
CLIO PARTNER · MYCASE PROFICIENT · IOLTA / THREE-WAY TRUST RECONCILIATION SPECIALISTS
Sound familiar?
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01
Financials rarely arrive on time, and explain nothing when they do.
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02
There’s no forecast — or one too stale to trust — so the actuals have nothing to be measured against.
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03
Trust is easy to fall out of compliance on, and small errors compound quietly — until the worry isn’t the account, it’s the bar.
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04
Hiring, rates, and case mix get decided on instinct instead of numbers.
None of that means the firm is failing. It means you’re flying without instruments.
The account you can’t afford to get wrong.
We run templated three-way trust reconciliations every month — bank, book, and client ledgers tied out to the penny, on a schedule, not when someone remembers.
Every month you get the uncleared items and reconciling items in writing. Nothing sits unexplained. Nothing gets discovered a year later.
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Monthly three-way reconciliation. Templated, documented, repeatable — the same way every time.
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Written exception reporting. Uncleared and reconciling items surfaced to you, with context.
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Bar-grade discipline. We know what’s at stake with the state bar, and we treat it that way.
The payoff isn’t a reconciliation report. It’s never wondering about the trust account again.
| Source | Balance |
|---|---|
| Bank statement — IOLTA | 487,250.00 |
| Book balance — trust liability | 487,250.00 |
| Sum of client ledgers (64) | 487,250.00 |
| VARIANCE | 0.00 |
Built with AI. Delivered in Excel.
We use AI and modern data tooling to do things with law firm data that genuinely weren’t possible a few years ago — matter-level modeling, scenario forecasting, and insight built around your practice rather than a generic report template.
And then we hand it to you in Microsoft Excel. No proprietary portal to learn, no black box you can’t audit. Infinitely customizable, yours to keep, and you can open the hood on any number on any tab.
Excel, not a portal
Every deliverable is a workbook you own, audit, and edit. Trace any figure to its formula.
Clio & MyCase fluency
Clio partner, deep MyCase proficiency. WIP, realization, trust ledgers, matter economics — no translator needed.
Your firm’s questions
Models shaped around your practice areas, fee structures, and staffing — not a one-size dashboard.
What you actually get every month.
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Cash Flow Forecast
13-WEEK
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Attorney Realization, Utilization & ROI
BY TIMEKEEPER
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Trust Reconciliation Summary
MONTHLY
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Revenue by Practice Area
QUARTERLYBook your Financial Clarity Call.
Thirty minutes with a CPA who already understands law firm economics. Bring one question you can’t answer today.
Chase Cullison, CPA
Partner · Head of Accounting & Advisory Services
PICK A TIME (opens in a new tab) →30 MINUTES · NO OBLIGATION
Three ways in. Start where you are.
Essentials Bookkeeping
Backward-looking clarity. For firms that need the foundation right.
- Accurate, current books
- Trust account compliance
- Timely monthly financial reports
Forecasting
For firms ready to plan instead of react.
- Everything in Essentials
- Forward-looking cash and revenue forecasts
- Forecast vs. actual reporting
- A forecasting workbook your team can update
CFO Partner
For firms building something bigger.
- Everything in Essentials and Forecasting
- Recurring strategic meetings
- Advisory on the decisions that move the firm
- A financial partner helping lead and scale
From the owner’s chair.
What firm owners and partners say about working with Financial Synergy — in their own words.
“We’ve had varied experiences with bookkeepers for our law firm over the years — mostly not great. Since the Synergy squad came along, everything is different. We get monthly scorecards that now directly inform how we run the business. Our questions are answered with lightning speed.
They listen, take feedback, and don’t talk over our heads! (We’re lawyers, not accountants!) I’ve referred multiple friends and colleagues to the team, and they are all happy.”
“Their bookkeeping has been accurate, organized, and timely, which has given us tremendous confidence in our financials. Beyond that, their fractional CFO services have been invaluable… It’s rare to find a firm that combines technical expertise with responsiveness and a genuine commitment to their clients’ success.”
“Instead of just speculating about issues or problems, he always goes straight to the data, helps us make sense of it, which helps us make much better decisions. He is always eager to help us even outside of our set meetings together.”
“Adam is efficient, focused, clear, accurate and well rounded. I am truly fortunate to work with Adam and Financial Synergy. They are 5 stars!”
The information that would change your firm already exists.
It just isn’t reaching you.
A real look at where your firm stands right now.
What’s possible with the data you already have.
Whether we’re the right fit. If we’re not, we’ll say so.
Chase Cullison, CPA
Partner · Head of Accounting & Advisory Services
30 MINUTES · NO OBLIGATION · SPEAK WITH A CPA
PICK A DAY, THEN A TIME — CONFIRMATION IS INSTANT