We manage your firm’s entire financial back-office. That includes bookkeeping, trust reconciliations, payroll, bill pay, financial reporting, tax readiness, and CFO-level support. We don’t wait to be asked. We anticipate your needs and come prepared with answers.
Accurate, organized, and tailored to your practice. We make sure your financial records reflect reality and stay audit-ready.
We help you stay compliant with state bar rules by handling monthly reconciliations, three-way trust reports, and proper tracking of client funds. No shortcuts.
You don’t need a full-time CFO to make smart decisions. We guide you through budgeting, partner distributions, growth planning, and more.
You’re juggling client work, court deadlines, and team management. But behind the scenes, questions keep piling up.
Are our trust accounts in good shape?
Can we afford to hire another associate?
How should we structure partner compensation?
Where is the cash actually going?
You need numbers that make sense and advice you can trust.
At Traktion, we understand the challenges and are here to help. Whether you’re just starting out and need a bookkeeper, want someone to take over your monthly payroll and accounting, need help paying bills and collecting invoices, or are ready for strategic growth to achieve big goals, we can provide the clarity and support you need to focus on what you do best – helping your clients.
Track financial performance by partner, case type, or matter. We’ll make sure everything is recorded accurately and reviewed regularly.
We take care of your IOLTA trust compliance from start to finish. That includes monthly reconciliations, tracking of deposits and disbursements, and clear separation of client and operating funds.
Whether you’re bringing on new partners or reviewing your distribution model, we help you build something that works for everyone.
We offer the clarity and financial insight you need to plan for new hires, expansion, and long-term goals without guessing.
