As a premium provider of traditional and strategic financial services to professional firms, we have developed a unique specialty for 1-3 principal sized legal firms, throughout Australia. Our legal firm solutions are unique, personal and tailored to firms and their principals achieving their goals and objectives.

By working with legal firms throughout Australia, as their accountants, our unique specialty provides our legal firm clients with unparalleled knowledge and understanding of the key activities that inhibit profit and cash flow success in firms. We are well known as the Lawyers’ Accountants throughout the legal industry. By applying our Financially Well Organised philosophy to our legal firm clients, we individually support them by keeping them focused, in a structured way, to develop and drive the critical numbers to produce growth in profit and cash flow, which then in turn provides the necessary profit and cash to grow their wealth and financial position.

Our legal firm clients can choose from 3 packages to work with us:

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Annual Accounting Package.

Annual financial statements and tax return

Self Managed Superannuation Fund annual administration and audit

Statutory lodgements (BAS,ASIC,ATO)

Trust account audits

Tax Planning

ATO administration and communication

ASIC administration

Unlimited meetings, phone calls and emails

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FWO Package.

Annual Accounting Package

Plus:

Plan development to achieve your Financially Well Organised goals

Implementation of actions to become Financially Well Organised, incorporating actions plans for: estate planning, insurance, asset protection, tax, debt management, superannuation and investment

Annual review to keep you on track

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Grow Your Law Firm Package.

FWO Package

Plus:

Practice Financial Review

Profit & Cash Flow Growth Strategy

Annual KPI setting

Annual Financial Projections

Quarterly face-to-face financial & strategic accountability meetings

Online KPI monitoring

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