Law Firms Services
Our law firm services are specifically crafted to meet the financial and tax needs of legal professionals, ensuring your firm’s growth and financial well-being are expertly managed. Whether it's bookkeeping, entity selection, or business strategy, our experienced CPAs are here to guide you toward success on your terms.
Financial Management Services
Gain clarity and control over your finances with our tailored financial management solutions. Our Bookkeeping and Controller services are designed to meet your law firm's unique needs, from keeping financial records in order to providing detailed financial insights. We specialize in managing trust/IOLTA accounts, ensuring compliance with all regulations, so you can maintain the integrity of your client funds without worry. Let us be your partner in maintaining financial health, optimizing cash flow, and ensuring your law firm's day-to-day finances are always in check.
Tax Advisory Services
Our tax advisory services focus on minimizing liabilities while ensuring compliance. We provide strategic guidance to help law firms navigate complex tax landscapes, ensuring your business takes advantage of opportunities for savings. With proactive planning, we work with you to align tax strategies with your firm’s long-term goals, keeping you ahead of the curve.
Leadership & Operational Advisory Services
Beyond tax support, we offer advisory services focused on operational and leadership development. We help you create a culture of accountability, run world-class meetings, establish meaningful performance metrics, refine processes, and achieve operational excellence. Leveraging our extensive experience with the EOS (Entrepreneurial Operating System) framework, we guide law firms in aligning their business vision with practical strategies for growth, empowering your firm to reach its highest potential.
Tax Preparation, Compliance & Estimated Payments
Ensure peace of mind during tax season with our comprehensive tax preparation and compliance services. We handle federal, state, and local taxes, ensuring your filings are accurate and timely. Our experts also provide assistance with estimated payments to keep you on track throughout the year, preventing surprises during tax season. Trust us to manage your compliance, maximize deductions, and minimize liabilities.
Hear from Our Clients
"Through our work with Financial Synergy we were able to increase and improve our financial metrics, during our companies massive growth. This allowed us to be recognized as the 9th fastest growing law firm in the country in 2021. Our financials have gone from something scary, to something we use to plan and implement in our law firm to better our business. The name, Financial Synergy, says it all. They really do focus on working with establishing the financial metrics with your actual operations. So for us we know exactly how much each line of business costs us which allows us to forecast future revenues and helps us forecast future labor shortages. I cannot recommend them enough."
KYLE F., FARMER LAW PC
“I cannot rave highly enough about the team at Financial Synergy. Adam and Chase are PHENOMENAL! 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 lighting 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. Our experience has been top notch! Can't recommend highly enough.”
HANNAH HEMBREE B., HEMBREE BELL LAW FIRM
“Amazing Service. Best thing our firm did was bring them onboard. Attentive, forward thinking and a true partner in our business. Thank You Team!”
MARC S., MCGOVERN LAW