CPA Services Designed for Law Firm Owners
At Prestige Accounting & Consulting, we help law firm owners increase profitability, stay compliant, and reclaim their time with specialized financial services. Whether you need IOLTA trust account reconciliation, law firm bookkeeping, or strategic tax planning, our CPA-led team is built to support attorneys like you.
📌 Explore our core services below and discover how we help solo and small law firms scale smarter—with systems that actually work.
Our Expertise
With our exclusive focus on law firms, we offer specialized financial services tailored to your unique needs. We use data-driven strategies to elevate your firm’s financial performance, helping you transform into one of the most profitable law firms in the industry. At Prestige Accounting and Consulting, our skilled professionals blend legal expertise with cutting-edge technology to amplify law firm profitability while adhering to strict IOLTA account rules
TAX PREPARATION FOR LAW FIRMS
Navigating tax season as an attorney can be complex—but it doesn’t have to be. We specialize in tax preparation for law firms, ensuring every deduction is captured and every filing is bar-compliant.
BUSINESS BOOKKEEPING FOR ATTORNEYS
Accurate bookkeeping is essential for running a compliant and profitable law firm. Let our legal-focused bookkeeping team manage your financials, so you can focus on client wins and firm growth.
IOLTA TRUST ACCOUNT MANAGEMENT
Our IOLTA accounting services ensure your trust account is reconciled monthly, compliant with state bar rules, and audit-ready at all times. Stop guessing—start protecting your license.
BUSINESS CONSULTING FOR LAW FIRMS
From pricing strategy to financial planning, we help attorneys build profitable, scalable businesses. Our consulting services are tailored to the unique challenges of law firm ownership.
ADDITIONAL FINANCIAL SERVICES
From speaking engagements to workshops and eBooks, we offer legal professional additional resources to build wealth, stay compliant, and grow beyond the billable hour.
Why Choose Us:
We Help Law Firms Win Financially.
We don’t just manage your books—we build your firm’s financial engine. Here’s how we help law firm owners scale with confidence:
Tax Optimization for Attorneys
Lower your tax liability and keep more of what you earn—without risking IRS or bar issues.
Learn how we manage law firm taxes
Boost Law Firm Profitability
Turn your practice into a predictable profit machine through customized financial strategy and coaching.
Compliance-Driven Productivity
Get your systems running smoothly so you can focus on billable hours, not spreadsheets.
Data-Driven Insights for Lawyers
We translate your numbers into actionable insights that guide smarter business decisions for your firm.
Operational Excellence in Legal Practice
We help you implement systems that drive client satisfaction, retention, and long-term growth.
Ready to take control of your law firm’s finances?
Let’s build your strategy together—starting with a free consultation.
Our Process
At Prestige Accounting and Consulting, our expert team leverages cutting-edge technology and our proven 5-Step C.L.I.M.B. process to drive your law firm’s profitability while minimizing taxes. Choose from our three flat-fee monthly packages, each designed to bundle essential services: comprehensive bookkeeping, strategic tax planning, and proactive business advisory.
Getting Started
Once you have paid your fee to start, our partnership begins with an onboarding call. You’ll meet with a financial consultant to learn about our
technology/services and get a clear overview of our outsourced bookkeeping, tax & consulting services.
Working Together
Every month we will need certain documents in order to complete our accounting process. We will go over that during the kick-off call. All requests will be
sent via our project management system.
Making it Easy for You
You can send us your back-office documents (e.g. bills, invoices) by uploading files via our web portal, submitting photos via your smartphone. Once your bookkeeping/taxes are complete, you will receive a link to book a review call at a time that is convenient for you.
A Team Effort
Prestige Accounting and Consulting Operation Arm has three departments:
Special Projects: Handles tax resolution, large accounting projects, onboarding new clients, and performs QuickBooks Diagnostics.
Finance: Handles monthly bookkeeping & sales tax returns, and creates financial strategies.
Tax: Handles annual & quarterly tax filings, creates tax plans, adjust tax plans quarterly, and calculates estimated tax payments.
Always Here for You
We’ll be there for everything from answering and processing your questions to keep you on top of key business data and working on ad hoc projects as need.
Once you are fully onboarded and your accounting is caught up to date, we will create the following plans for you:
1) Tax Plan: This will provide you with strategies you can implement to reduce your tax liability.
2) Profit First Roll Out Plan: This will instruct you on how you can make small incremental changes to increasing your firm’s profits and owner’s salary.
3) Quarterly action plan: This outlines the objectives and action steps your firm needs to focus on for the next quarter.
Room to Grow
As your business grows and demands change, we can add more resources as needed. One of the many benefits of working with Prestige is that you
don’t only get access to our team but also our network of referral partners. We will speak with you every month or quarter to help you reach your financial and
lifestyle goals.
Schedule Your Free Financial Strategy Session
As a Certified Profit First Professional and trusted CPA for law firm owners, I help attorneys understand their numbers, reduce tax liability, and scale without burnout. I continuously train with top experts to ensure our firm brings the most up-to-date, results-driven tools for solo and small firm success.
Let’s talk about your tax strategy, trust account compliance, or bookkeeping systems—and map out your next step.
Or Learn More About Our Flat-Rate Services
Clients Results
At Prestige Accounting and Consulting, we have the privilege of
helping law firm owners with their financial needs.
The C.L.I.M.B. Method
Our Proven Framework for Scaling Law Firms
At Prestige, we don’t guess—we guide. Our C.L.I.M.B. Method addresses every area of a law firm’s infrastructure:
- C – Cashflow: Stay liquid and profitable
- L – Labor: Build a collaborative, efficient team
- I – IT/Systems: Automate and streamline
- M – Marketing: Position your firm to attract ideal clients
- B – Business Organization: Set roles, goals, and structure that scale
This framework powers our consulting and flat-rate service packages, helping law firm owners go from scattered to systemized.
Profit Isn’t an Accident—It’s a System.
We’re a certified Profit First CPA Firm, helping law firm owners build a predictable, profit-first business model.
THE LAW AND
QUARTER PODCAST
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