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Admin/Accounting

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Consulting:

Firm Options, Inc. can assist your firm with ensuring competitiveness in the industry, providing you with ideas, insights and proven methods to deal with known dynamics in the legal community.

Operational Reviews:

Evaluate your current processing methods and make sure you have the best policies and procedures in place; verify that your accounting department is operating at optimal performance and if not, give you the knowledge and proven methods to enhance efficiency.

Remote Accounting Services:

Services include Checkbook Reconciliation, Trust Account Reconciliation, Billing Services: including eBilling and Appeals, Accounts Payable, General Ledger and A/R Collection Services.

Data Extraction Services:

Thinking of changing your current Time & Billing/Accounting Software package?  We can assist you through the conversion process by providing data analysis/mapping services to extract your data from your current program and by working closely with your new software vendor, make the transition seamless.

Custom Reporting:

Immediate turnaround – no waiting!  We can create custom reports with real-time (ODBC) linking to your firm’s data using Microsoft Access or provide instruction to your staff on how to create your own reports.  We also can create reports that link to both your accounting software as well as your case management program i.e. Client Profiles, PracticeManager, etc.  We also offer Microsoft Access Training Classes so you can learn to write your own reports.

Client Cost Reconciliation:

We will analyze your data and create a customized report ("Balance Report") specifically for your data to ensure Client Ledgers balance to General Ledger in the following areas:

  • AR Cash Expenses
  • Unbilled Cash Expenses
  • Cash Expenses Written Off
  • Fees Received
  • Prepaid Balances
  • Client Trust Balances balance to the GL Asset, the corresponding GL Liability correctly offsets the Asset, and ensure Trust Transfers are performed timely by Accounting
  • Bank Account Asset accounts balance to the corresponding GL Asset

Juris Support/Training:

Installation and configuration of the software; training for accounting department and/or front office staff.  Onsite installation or via the Web.  Turn to us with your questions if you need an accurate answer, fast.

Please contact us if you are interested in hearing more about any of our services.

Firm Options, Inc
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